AgencyGenius
Pricing
CRMPipelineInquiry → Lead → Deal → AccountQuotes & invoicingLine items to branded PDF, paid via StripeAccountsCustomers and projects, joined upTasks & timelineEvery record keeps a memoryAutomationsFollow-ups on autopilot, no codeNew
WorkspaceVault32 drop-in widgets, paste and shipToolsRedirects, audits, launch checklistsDesign systemsLight/dark systems with live preview
Duda power-upsForms → CRMForm fills land as leadsPull your sitesWhole book of business, importedAI site buildBrief in, Duda import file outNewComments → ticketsStaging feedback, tracked to done
See it run
One pipeline, zero tabs.
Today
New lead enriched by AI
Proposal sent from quote
Won → onboarding started

Watch an inquiry become a paid project without leaving one screen.

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Free forever to start - browse the Vault and the community, no card.Compare plans
Agency typeDuda agenciesDeep integration — pull sites, forms, staging commentsWebflow agenciesRun the agency side; build wherever you likeWix agenciesFull CRM, quoting and delivery, platform-agnosticSquarespace agenciesFull CRM, quoting and delivery, platform-agnosticWordPress agenciesFull CRM, quoting and delivery, platform-agnostic
Built for your tools
The agency side doesn't care what you build in.

Pipeline, quotes, invoicing and delivery run the same on every platform. Duda gets API-level extras on top.

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ReadingBlogPricing, scope and process for agencies
CompanyAboutWho builds this, and whyContactWe read every message
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Product

One product, three jobs.

Win the work, build it faster, and run the agency. Every surface lives in the same database, so the lead in your pipeline is the same record as the project under delivery and the customer paying the retainer.

CRM
A pipeline built for project work. →
Inquiry → Lead → Opportunity → Account - the stages a web agency actually uses, with AI Insights flagging the leads worth chasing first.
Quote, send, get paid. →
QuoteBuilder turns line items into a branded PDF; Stripe Connect takes the payment - all inside the project, never a separate tool.
Nothing falls through. →
Tasks, notes and a full activity timeline attach to any record - inquiry, lead, account or project - so the whole job has a memory.
Customers and projects, joined up. →
Ongoing-agreement fields, contact info, connected sites and the full project list - one record per account, never a spreadsheet again.
Automations
Put the busywork on autopilot. →
A visual workflow builder for agency ops - trigger on a new inquiry, a stage change or a schedule, then send emails, create tasks, enrich leads and ping Slack. No code.
Workspace
Drop-in widgets, ready to ship. →
Stop rebuilding the same hero, gallery and booking form. The Vault is 32 widgets - paste straight into your editor, fully editable, never a locked black box.
The unglamorous jobs, done in minutes. →
Redirect mapping, best-practice audits, blog migration, palette and font pairing - the work that eats an afternoon, handled.
Ship a system, not guesswork. →
Native design systems with light/dark live preview - copy the DESIGN.md, or download it for Claude or Duda.
For your stack
Staging comments become tickets. →
Turn the feedback bubbles on your Duda staging site into tracked tickets in the CRM - assigned, prioritised and closed, instead of lost in a comment thread.
From a brief to a Duda-ready site. →
Describe the site - or paste your notes and a voice memo - and AgencyGenius produces the import file for Duda's 'create site from document' flow. A real head start, even without the API.
Every form fill, straight into the pipeline. →
Point AgencyGenius at your Duda forms and submissions land as CRM leads automatically - spam filtered, the rest assigned, none left to go cold in an inbox.
Your Duda sites, inside your CRM. →
Pull every published Duda site in one tap and link it to a CRM account - then manage, migrate, monitor and update the whole book of business from one place.

One subscription. All of it.

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AgencyGenius

The one platform a modern web agency actually runs on.

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