Your agency juggles dozens of client accounts, retainers, and deliverables every day. Mipp CRM gives you one place to manage your entire client portfolio and track revenue.
Purpose-built tools for managing client relationships, tracking retainers, and scaling your agency without the chaos.
See every client at a glance: contacts, retainer or project fees, deals and tasks, all on one client page. Bring your existing list across with CSV import. No more scattered spreadsheets.
Track monthly retainers, one-off projects and revenue per client. When you move a deal to Won, a form lets you create a client if there is not one yet, and record the value as project or monthly revenue.
See deals from first enquiry to won or lost. This pipeline holds deals, not delivery projects.
Dedicated task boards for every client account. Set priorities and deadlines, and track deliverables without mixing up one client's work with another's.
An overview of your agency's numbers: monthly recurring revenue, pipeline value, win rate and tasks due. Make decisions backed by data, not gut feelings.
Capture ideas for new services, upsells and process improvements, and score them by impact and effort so the best ones get done first.
Free 14-day trial. Import up to 500 clients from a CSV. Cancel anytime.
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