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· 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

FeaturethefrontkitTypical Alternatives
Production-ReadyYes, with real workflowsOften demo-quality
WCAG AA AccessibleBuilt-in from day oneUsually missing
Source OwnershipYou own the codeOften locked SaaS
Pricing ModelOne-time paymentPer-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

Frequently Asked Questions