CRM Built for
Manage clients, track project pipelines, send quotes, generate invoices, and collaborate across teams -- all from one platform built for the way agencies work.
22
Field Types
Multi-Team
RBAC
Branded
Documents
Recurring
Invoicing
Built for agency workflows
Everything your agency needs to manage clients, deliver projects, and grow revenue.
Client Management
Centralize every client relationship with 360-degree profiles. Track contacts, communication history, deals, invoices, and project milestones in one place so nothing falls through the cracks.
Project Pipeline
Manage client projects through custom Kanban pipelines. Move work from pitch to delivery with drag-and-drop stages, deal values, and probability tracking for revenue forecasting.
Multi-Team Collaboration
Assign team members to accounts with role-based access control. Creative, strategy, and account management teams each see what they need without stepping on each other's toes.
Custom Modules
Build custom modules for campaigns, briefs, content calendars, or anything your agency needs. 22 field types including lookups, formulas, and rollups give you complete flexibility.
Invoicing & Quotes
Send professional quotes with your branding, manage the full lifecycle from draft to accepted, and convert to invoices automatically. Recurring billing handles retainer clients effortlessly.
White-Label Documents
Generate branded proposals, contracts, and statements of work using document templates with variable substitution. Add e-signatures for a seamless client experience.
Frequently Asked Questions
Streamline your agency operations
From client onboarding to invoicing, Onbrix replaces the spreadsheets, disconnected tools, and manual follow-ups. Start free today.