An agency CRM that updates itself
Every payment, ticket, and project update feeds the same client record automatically. No syncing, no manual entry.
No credit card required. Includes a free onboarding call.
Customer data that stays current on its own
Billing, projects, and support all live in Wayfront, so every client interaction updates the same record. No connecting apps or installing tracking scripts.
Messages live on the client record
Support tickets, project threads, and internal notes are all tied to the client profile. Your team sees the full relationship at a glance instead of digging through disconnected inboxes.
The full client journey builds itself
From first contact to latest project, every touchpoint is logged automatically. No one on your team has to enter it.
Wayfront has been the perfect solution for my business. The platform is incredibly user-friendly and well-designed. The Wayfront team is also very accommodating and has helped me customize the platform to fit my unique needs. I can't recommend it enough!
Drag clients through your sales pipeline
Build the stages your agency actually sells through: Lead, Discovery, Qualified, Won, Churned. Automations push clients forward when they pay, subscribe, or finish onboarding, so your pipeline stays accurate without anyone updating it.
Custom stages. Build the stages your agency sells through. Drag clients between them, or let automations do it.
Stage automations. Trigger emails, internal notes, tags, or AI-drafted follow-ups when a client enters or leaves a stage.
Custom fields. Extend client cards with industry, deal value, source, or account manager. Whatever you need to qualify.
Group every contact at a business under one company
Most agency clients are teams. Group everyone at the same business under one company record with shared billing, files, and order history. Your client invites their own coworkers and sets what each one sees, without ever asking you to do it.
Linked client records. Tie every contact at a business to a shared company, with shared billing, files, and order history.
Client-managed coworkers. Clients add their own teammates and set permissions themselves. Your team stays out of it.
Log calls, notes, and follow-ups on every client
Every client profile has an Activities tab. Log calls, notes, and meeting summaries (author and timestamp attached). Schedule activities for later with a due date and an assignee, and they land in that teammate’s Todo list until they’re done.
Timestamped activity log. Notes, calls, and meetings are stamped with the author and time. The client’s history is always defensible.
Scheduled follow-ups. Set due dates and assign activities to teammates. They appear in the assignee’s Todo sidebar until completed.
Internal only. Activities stay private to your team. Clients never see them in their portal.
Thousands of productized agencies, $500M+ of services sold & delivered
Stable and secure platform, trusted by agency teams of 2 to 200.
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