GrowthCRM

A Powerhouse for Managing Projects and Customers

All-in-One Agency Client Portal to Automate Workflows and Drive Sales

Projects

Manage and invoice projects efficiently with our robust project management system.

Tasks

Assign tasks to multiple employees, add followers, and track progress seamlessly.

Leads

Keep track of leads and follow their progress using our intuitive Kan Ban view.

Proposals & Estimates

Create professional, visually appealing proposals and estimates with our editor.

Invoices & Payments

Generate invoices, track payments, and manage recurring invoices automatically

Subscription Services

Set up recurring expenses and manage subscriptions effortlessly with flexible time period settings.

Premium Features Included in Every Plan

Advanced Modules with Extended Functionality Come Standard

  • Form Builder

    Create forms for customers or leads with intelligent conditional logic. Supports custom fields and multi data type capture.

  • Zapier Integration

    Automate your business workflows with native triggers and actions for Zapier.

  • Google Integration

    Access your Google Workspace and use Google Docs & Spreadsheets within the CRM.

  • Google Lead Finder

    Search and find leads using our integrated Google Maps lead search tool.

  • Email Templates

    Define email templates and bulk send to customers and leads with mail timers, reminders, triggers, and other custom settings.

  • Email Mailbox

    Configure your email to manage and reply to emails from directly within the CRM.

  • Workflow Automation

    Create custom rules and workflow automations to run processes and automated actions.

  • Task Manager

    Set custom orders for tasks, define task templates, assign task groups for projects, and automatically generate tasks.

  • Staff Approvals

    A built-in request approval system for teams and employees to make requests with custom approval types.

  • REST API

    API endpoints to connect your CRM data with virtually any third party application.

  • Marketing Tool

    Automate actions to nurture leads and acquire customers.

  • Webhooks

    Automate GrowthCRM and connect with virtually anything via webhookss.

  • File Sharing

    Upload and share multiple files with password protection.

  • Accounting

    Business accounting and bookkeeping with Plaid API.

  • Diagram & Flowchart

    Create custom process diagrams, org charts, flowcharts, and more.

  • Recruitment

    Manage your recruiting and staffing operations.

  • Account Planning

    Planning module for strategic account planning and analysis.

  • Custom SMS & Email

    Send custom text messages and emails.

  • Products & Services

    Sell products or services with ecommerce functionality.

  • Staff Outsourcing

    Manage your resource booking and outsourcing.

Preview the Admin Panel:

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Basic

$145/month
  • unlimited projects
  • unlimited tasks
  • unlimited leads & sales
  • unlimited proposals & estimates
  • unlimited invoices & payments
  • all integrations
  • REST API & Zapier
  • team size limit of 3
Choose Plan

Pro

$295/month
  • unlimited projects
  • unlimited tasks
  • unlimited leads & sales
  • unlimited proposals & estimates
  • unlimited invoices & payments
  • all integrations
  • REST API & Zapier
  • team size limit of 10
Choose Plan

Plus

$495/month
  • unlimited projects
  • unlimited tasks
  • unlimited leads & sales
  • unlimited proposals & estimates
  • unlimited invoices & payments
  • all integrations
  • REST API & Zapier
  • team size limit of 30
Choose Plan
To Scale, You Need A Complete System
Juggling multiple tools for accounts, invoices, projects, and processes causes chaos and hurts client experience as your agency grows. You need a solid system to help automate and scale.That’s why we created our platform – the one tool to sync all your operations for efficient agency growth.
A Unified Workflow For Client Messaging

Billing and Project Management in One

A streamlined workflow for billing and projects, combined with a dashboard to keep your projects organized, ensures your clients stay happy and informed. Our system includes an order form where clients can easily select services and make payments through a one-page or multistep checkout process.

The client portal integrates all communications into one place, mimicking the feel of email for your clients. Order updates are sent via email and displayed in the portal, maintaining transparency. A central location for your business makes managing clients easier.

Have Your Own Content Ideas?

If you have ideas for content, you can provide those suggestions to our team and we’ll be sure to incorporate them. Simply provide a topic, keywords, and a brief description of what you have in mind.