A CRM for marketing agencies to manage new business and onboarding without the busywork.
Agencies are good at running pipelines for clients and often less consistent with their own. Alcreo gives your agency a qualified-lead process, proposals that follow up, onboarding checklists for logins and assets, and retainer billing that runs itself.
Client work comes first, so new business tends to run on referrals and good intentions
Most small agencies recognize at least a few of these:
Uneven new business
When the team is busy, nobody follows up on leads. When a large client leaves, the pipeline is thin.
Discovery calls with poor fits
Calls fill up with prospects whose budget or timeline doesn't match, and the strong ones wait.
Proposals nobody chases
A proposal goes out after a great call, then everyone's on deadline and the follow-up slips.
Onboarding by email thread
Logins, ad account access, brand files and approvals take weeks to collect, which delays the first deliverable.
Billing friction
Retainers are invoiced by hand, some clients pay late, and chasing payment strains the relationship.
Case studies and referrals left unasked
Happy clients would share results or introduce you, but nobody asks at the right time.
New business and onboarding, organized
This is the agency side of the business, not delivery. It's set up so the routine steps happen without someone on the team having to remember them.
A website that sells your services
Service and industry pages, work samples and a clear way to start a project, built for search and for referrals who check you out.
Qualifying questions before the call
A short form about budget, timeline and goals runs before booking, so your calendar fills with better fits.
A pipeline with monthly values
Track each opportunity by stage and monthly value, so you can see revenue coming before a client leaves.
Proposals and contracts
Send proposals and agreements for e-signature and move signed clients straight to onboarding.
Follow-up that stops on reply
Check-ins go out on your schedule and stop as soon as the prospect replies or signs.
Onboarding checklists
New clients get a checklist and upload link for logins, access and brand files, with reminders until each item arrives.
Retainers billed automatically
Bill monthly retainers by card or ACH, and send project invoices with a pay link.
Your agency's own newsletter
Stay in front of past leads and clients, so they think of you when budgets open up.
Reviews and referral asks
At the right moments, clients get a review request and an easy way to introduce you.
From a referral to a signed retainer
A past client refers a local business owner who needs help with paid search. Here's how the next few weeks could go.
Leads who aren't ready move to a list that checks in before their next budget cycle.
This is an illustration of how the system can work, not a specific customer's results.
- Day 1Form submittedThey answer questions about budget, goals and timing. A reply goes out with a booking link.
- Day 3Call bookedPre-call questions and reminders go out.
- Day 6Discovery callYou run the call with their answers on the record.
- Day 7Proposal sentThe proposal goes out for e-signature and follow-up starts.
- Day 14Scope questionThey ask to trim the scope. Follow-up pauses while you revise and resend.
- Day 18Signed and onboardingThey sign, the first retainer payment runs and an access checklist goes out.
Set up for the services you sell
Retainers, projects and productized services each need a different flow.
Retainer agencies
Ongoing SEO, ads, social or content.
- Recurring retainer billing
- Monthly report-meeting scheduling
- Renewal and upsell reminders
- Client health check-ins
Project and web studios
Scoped builds with a clear finish.
- Deposit on signing
- Milestone invoices with pay links
- Asset and approval checklists
- Post-launch care-plan offer
Productized services
Packages sold at a set price.
- Order forms and checkout
- Onboarding after purchase
- Upgrade offers between packages
- Review requests at delivery
Keep your project tools. Organize new business.
Your project management, design and reporting tools stay where client work happens. Alcreo doesn't replace them.
What usually falls apart is everything before and around delivery: lead response, discovery calls, proposals, onboarding access, billing and referral asks. A signed proposal can trigger the first invoice, the kickoff booking and the onboarding checklist without anyone copying data.
Funnels and landing pages are included with templates and support if you want to build your own. During setup we import your contacts and past clients.
Is Alcreo a good fit for your agency?
It's set up as your agency's own sales and onboarding system, for teams of roughly 1 to 25.
A good fit if
- New business depends on whoever has time that week
- Onboarding new clients takes too long
- You invoice retainers by hand
- You'd like your own site to work as hard as clients' sites
Probably not the right tool if
- You're looking for a white-label platform to resell to clients
- You need project management or time tracking
- You need client reporting dashboards
Your agency's outreach should follow the same rules you'd advise a client to follow
The guardrails are built in.
Consent on every form
Forms include clear, unchecked consent language for texts, with links to your privacy policy and terms.
Unsubscribes honored
Emails include an unsubscribe link and texts honor STOP right away.
Registered business texting
We help you register your number for A2P 10DLC, which mobile carriers require for business texting from local numbers.
Policies that stay current
Growth includes an auto-updating privacy policy, terms and cookie consent for your website. On Launch it's a $20/month add-on.
This is general information, not legal advice. Talk to your own advisor about the rules that apply to your business and your state.
What your agency website could look like
A sharp site that shows your work, explains how you engage and makes starting a project easy.
Service and industry pages help you show up for searches like "marketing agency for dentists" or "web design agency in [your city]." Work samples, a clear process and client results you have permission to share help leads decide before the call.
What happens after you sign up
You don't have to learn the software on your own. Here's what the first week looks like.
One onboarding call
We learn how your agency works today, which tools you're keeping and what to fix first.
Your website and phone number
We build your website or connect your current one. Keep your number by forwarding or porting it, or get a new local number.
Your contacts and starter setup
We import your contacts, load the standard pipeline and turn on the starter automations that fit. You can rename stages and edit messages any time.
Live in under a week, with support after
Most accounts are running in under a week, though texting registration depends on the carriers. After launch, support helps when you want to change something.
Plans for marketing agencies
Both plans are month-to-month, set up for you, and your first 30 days are free.
Launch
$497 setup · first 30 days free
- ✓5–6 page agency website with service pages
- ✓CRM, new business pipeline and follow-up
- ✓Booking with qualifying questions, email and texting
- ✓Proposals, onboarding checklists and billing
- ✓Unlimited AI agents (fair use)
- ✓Up to 5 users
- ✓Compliance add-on: +$20/month
Growth
$997 setup · first 30 days free
- ✓Up to 35-page SEO website with service, industry and case-study pages
- ✓Follow-up, referral and client-retention campaign buildout
- ✓Everything in Launch
- ✓3 website edits every month
- ✓Unlimited users and priority support
- ✓Compliance included
Phone, texting, email and AI usage is billed separately based on what you use. If you cancel in the first 30 days, there's no monthly charge, but the setup fee isn't refunded. Moving from Launch to Growth costs the $500 difference in setup fees. Google ad spend is paid directly to Google. Google decides Local Services Ads eligibility for each business type and area.
AI for the routine work, with your team in charge
You probably already use AI for client work. In Alcreo it's most helpful on your own operations: drafting proposal follow-ups, onboarding emails and replies to common prospect questions, then letting you edit before they send.
You decide what AI handles. Anything that needs judgment, or a personal touch, stays with your team.
Describe a workflow in plain English
Type something like "when a proposal is viewed twice without a signature, email a check-in next morning and create a call task two days later" and the AI builder drafts the automation. You review it, adjust the timing or wording, and turn it on.
An assistant for routine questions
AI agents can answer common questions, collect details and book appointments by chat or text, in many languages. You decide what they say and when a person takes over.
Help drafting messages
Draft reminders and replies faster, then edit them to sound like your business.
Help when you want to change something
We show you the AI tools during onboarding, and support can help you adjust an automation later instead of starting over.
Questions from agency owners
Don't see yours? Book a 15-minute call and ask us directly.
Is this a white-label platform I can resell?+
No. This is your agency's own website, CRM and billing system. It isn't set up as a reseller program.
Can I qualify leads before they book a call?+
Yes. Leads answer questions about budget, timeline and goals first, and poor fits can be routed to a resource page instead.
Can new clients send logins and assets in one place?+
Yes. Onboarding checklists include an upload link, and reminders continue until each item arrives.
Does it replace my project management tool?+
No. Keep your delivery tools. Alcreo handles new business, proposals, onboarding, billing and client communication around the work.
Can I bill retainers automatically?+
Yes. Retainer clients are billed monthly by card or ACH, and project work can be invoiced with a pay link.
How long does setup take?+
Most businesses are up and running in under a week, starting with one onboarding call. Texting registration is approved by the mobile carriers, and their timing varies.
Can I keep my phone number and my current website?+
Yes. We can forward or port your number, or set up a new local one. If you like your current website, we can connect it to your account at the same plan price.
What does it cost, and what's billed separately?+
Launch is $297 a month plus a $497 setup fee. Growth is $597 a month plus a $997 setup fee. Both are month-to-month with the first 30 days free. Phone, texting, email and AI usage is billed separately based on use.
What happens if I cancel?+
Cancel in the first 30 days and there's no monthly charge, though the setup fee isn't refunded. After that there's no long-term contract. Closed accounts are paused for 30 days, and we'll send your contacts and website code on request. Your domain stays yours.
Other professional services businesses we set up
Related: CRM & pipeline · Funnels · Automations · Alcreo Payments · Websites · Scheduling
A steadier pipeline for your own agency.
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