Home · Industries · Agencies
Built for Marketing & creative agenciesPlacid CRM for agencies
Client retainers, project pipelines and a portfolio site — plus room to resell services under your brand later.
Card required · cancel anytime · not charged until the trial ends
What gets in the way
Retainer renewals surprise you
Leads from the site ignored
Too many tools for a small team
Features that map to your day
Sales / intake pipeline
Custom stages for how agencies actually sell.
Website that wins trust
Case studies, services and clear CTAs.
Inbox
Client and prospect threads in one place.
Tasks & SLAs
Follow-ups with owners and due dates.
Payments
Take engagement fees or retainers by card where appropriate.
Team roles
Partners vs assistants see what they should.
Ready for agencies?
Card required · cancel anytime · not charged until the trial ends
Questions from agencies
Can agencies import existing contacts?
Yes — CSV import, and we help during onboarding.
Do you replace industry-specific practice software?
Placid covers CRM, web and bookings. Keep specialised compliance tools where required and connect via processes that fit your firm.
Is there a free trial?
14-day free trial on every plan.
Related industries
Start your 14-day free trial for agencies
Card required · cancel anytime · not charged until the trial ends Built with agencies workflows in mind.