CRM Template for Agencies & Consultancies
Manage client relationships, project pipelines, and retainer revenue in one Next.js CRM template. Built for agencies that bill by project, hour, or retainer. Production-ready, WCAG AA accessible, 35+ screens.
Starting at $99$16540% OFF· 7-day money-back guarantee
Most CRMs are built for software sales teams managing one-off deals. Agencies have different needs: long-running retainer relationships, projects linked to deals, profitability tracking per client, and a team that bills hours. This Next.js CRM template was built with agency workflows in mind. Track client lifecycle from lead to retainer to renewal, link active projects back to the originating deal, and see profitability without bouncing between three tools.
Key Features
Client Pipeline
Track leads from inquiry to retainer with stages tuned for service businesses, not SaaS.
Project Linking
Every active project links back to its originating deal and client record.
Retainer Tracking
Monthly recurring revenue per client with renewal alerts and growth trends.
Team Workload
See which team members are assigned to which clients and current capacity.
Activity Timeline
Calls, emails, meetings, and notes per contact in one chronological view.
WCAG AA Accessible
Keyboard-navigable, screen-reader-tested, and color-contrast verified.
How thefrontkit Compares
| Feature | thefrontkit | Typical Alternatives |
|---|---|---|
| Production-Ready | Yes, with real workflows | Often demo-quality |
| WCAG AA Accessible | Built-in from day one | Usually missing |
| Source Ownership | You own the code | Often locked SaaS |
| Pricing Model | One-time payment | Per-seat monthly |
Ready to Ship Faster?
Skip the boilerplate and start building what matters. Production-ready, accessible, and token-synced.
View CRM Dashboard Kit →Related Resources
Need it built, not just a kit?
The team behind thefrontkit does done-for-you launches and custom builds. Fixed quotes, most projects live in 2-4 weeks, from $1999.
Frequently Asked Questions
Generic CRMs are built around the SaaS sales funnel: short cycles, one-time close. Agencies need long retainer relationships, project linkage, and profitability per client. This template is configured for that workflow out of the box.
Yes. The pipeline and client tracking work just as well for solo consultants as for larger agencies. Skip the team-workload screens if you do not need them.
The kit ships with a project-linkage data model. Wiring it to your existing project management (Linear, Asana, Notion) is a typed API integration, not a rewrite.
35+ screens including dashboard, contacts list and detail, companies list and detail, deals pipeline (kanban + list), deal detail, tasks, activity timeline, 4 reports, and full settings/auth flows.
Yes. You own the source code. Customize colors, layouts, fields, and workflows freely. Reselling or sublicensing the source is restricted (see license).