Client Suite One is the operations platform built for agencies that can't afford to miss a follow-up, breach an SLA, or lose a deal in a spreadsheet.
14-day free trial No credit card Setup in minutes
Active Leads
48
+12% this week
Pipeline Value
$124k
+8% vs last month
Tasks Due
7
3 overdue today
SLA Breaches
0
All clients on track
Lead Pipeline
LiveClient Health
The complete agency operations platform
No complicated setup. No consultant needed. Just a CRM that works the way your agency actually works.
Add your team, import your clients, and configure SLA thresholds in under 10 minutes.
Log leads from any source — calls, forms, referrals. Assign, qualify, and track through your pipeline.
Get automated alerts before anything slips. Convert leads to opportunities and watch your revenue grow.
Most agencies lose deals not because they lack talent — but because leads fall through the cracks, follow-ups get missed, and clients don't feel the attention they deserve. Client Suite One fixes that.
Respond faster
Real-time alerts fire the moment an SLA is at risk — before your client notices.
Stay on top automatically
Email notifications for at-risk leads and SLA breaches land in your inbox, not a dashboard you have to check.
Grow confidently
See your full pipeline value and forecast revenue at any time, in real-time.
No more switching between tools. Leads, pipeline, clients, tasks, files, and real-time alerts — unified.
Capture every lead from any source. Qualify, assign, and track through to conversion with full activity history.
Move opportunities through custom stages. Track value, probability, and close dates. Forecast with confidence.
Set response time SLAs per client. Get automatic alerts when anything is at risk — before your client notices.
Your command center updates live. No refreshing — see new leads, status changes, and task updates the moment they happen.
SLA breach alerts and at-risk lead warnings sent straight to your inbox. Stay informed even when you're away from the app.
Update status, reassign, set follow-up dates, or archive hundreds of leads at once. Stop doing things one at a time.
Every client has a full profile — contacts, leads, deals, tasks, files, and activity timeline in one view.
Attach proposals, contracts, briefs, and images directly to leads, deals, clients, and contacts. 20 MB per file.
Assign work to your team with priorities, due dates, and linked records. Stay on top of every deliverable.
"We used to manage leads in a spreadsheet. We were losing deals we didn't even know we had. Client Suite One changed that in week one."
Marcus D.
CEO, Growth Agency
"The SLA alerts alone paid for themselves. We haven't had a single client complaint about response times since we started — the email notifications mean I never miss a breach."
Priya S.
Director of Ops, Digital Studio
"Finally a CRM that works the way an agency actually works. The real-time dashboard and bulk actions cut my Monday morning admin time in half."
Jordan T.
Founder, Creative Co.
Start free. Upgrade when you're ready to scale.
Starter
Perfect for solo operators and small teams just getting started.
Pro
For growing agencies that need the full toolkit — pipeline, SLAs, and automation.
Agency
For established agencies running complex, multi-team operations.
All paid plans include a 14-day free trial. No credit card required to start. Save ~17% with annual billing.
Set up your workspace in minutes. Import your leads, assign your team, and start closing deals — all before your next client call.
Create your free workspaceNo credit card Free 14-day trial Set up in minutes