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The CRM a web agency built to run its own pipeline.
RAZIO started as our own tool for working web-design leads: enquiries from the contact form, a call today, a proposal Thursday, an invoice when it closes. We built the CRM we wished existed, then opened it to other studios. Flat price, never per seat.
Updated
Short version: agency sales is its own shape. Leads arrive through your own website, deals are project-based not per-seat, and the follow-up that wins work is the first thing to slip when you are heads-down delivering. RAZIO puts lead intake, a daily follow-up list, proposals and invoices in one flat-priced place, so the pipeline keeps moving even in a delivery-heavy week.
Why agencies need a different fit
Most CRMs are built for full-time sales teams selling seats or subscriptions. An agency is different: you are a maker who also has to sell, your best leads come from your own site, and every deal is a scoped project with a proposal and an invoice attached. Per-seat pricing punishes you for putting designers and project managers in the tool, and a database that just stores contacts does nothing about the follow-up you keep meaning to send.
What actually loses agency deals is silence: a promising enquiry that never got the second email because a launch week swallowed the calendar. A CRM for an agency has to make follow-up the default and keep the quote-to-invoice path in one place.
How RAZIO maps to the agency workflow
| Agency need | In RAZIO |
|---|---|
| Enquiries from your websitecontact / project brief forms | Lead intake APIform submissions land as owned leads, on the clock |
| Follow-up while you deliverthe part that slips in a busy week | Sequences + the Today listevery lead on a cadence, a finished call/email list each morning |
| Scoping a projectfrom enquiry to qualified deal | One-click qualificationaccount, contact and opportunity with history carried over |
| Proposals & invoicesquote-to-cash | Branded PDFs from the dealno separate billing tool |
| The whole studio in the tooldesigners, PMs, founder | Whole team includedunlimited users on Core, never per seat on any plan |
| Watching overheadagencies run lean | One flat priceflat, no per-seat creep as you hire |
Where RAZIO stops, on purpose
RAZIO is the front of the funnel, not a delivery board. It wins the work, leads, follow-up, pipeline, proposals and invoices, and then hands off. It does not try to be your project management, time tracking or design-handoff tool, and it is better for staying in its lane. Keep delivering projects where you deliver them today; run the sales desk on RAZIO.
Frequently asked questions
Is there a CRM built for web design agencies?
Yes. RAZIO started as the tool we built to work our own web-design leads, then opened to other studios. It fits the agency sales motion: inbound leads from your own site, project-based deals rather than per-seat licences, proposals and invoices from the same record, and follow-up sequences for the weeks you are heads-down delivering client work.
Can leads come straight from my agency website?
Yes. A secure intake API takes submissions from your site's contact form straight into your lead list with an owner assigned, rate-limited and scoped to your account. New enquiries land in the CRM instead of an inbox, already on the follow-up clock.
Can I send proposals and invoices from the CRM?
Yes. RAZIO generates branded proposal and invoice PDFs from the same opportunity record, so a scoped project becomes a proposal and then an invoice without a separate billing tool. Agencies run the whole quote-to-invoice path in one place.
Does RAZIO replace my project management tool?
No, and it is not meant to. RAZIO handles the sales side, winning the work: leads, follow-up, pipeline, proposals and invoices. Once a project is won, keep delivering it in your project management tool. RAZIO is the front of the funnel, not the delivery board.
How much is RAZIO for a small agency?
One flat price for the whole team: one flat monthly price, depending on plan. Designers, project managers and the founder all get a login at no extra cost, so the price does not move as the studio grows.