Aeion CRM for Agencies
Agencies (design, dev, marketing, consulting) operate on a dual model — new client sales pipeline AND ongoing project relationship management. Aeion's same-database integration with commerce + helpdesk + tasks means one platform covers prospect-to-active-client-to-renewal lifecycle. White-label-ready for client-facing portals; per-client isolated data; project-team RBAC.
The Agency Operating Model
Agencies have a unique CRM shape:
Recommended Stack for Agencies
Sales pipeline — a "New Client" pipeline (discovery → SOW → signed → kickoff) with custom deal fields for project scope, hours estimate, and custom pricing; upload the SOW as a deal-room document and route it to your own e-signature provider (Aeion tracks signature status on the document; it doesn't ship a built-in signing provider — you wire DocuSign, Adobe Sign, or similar).
Client-Facing Portal (White-Label)
Aeion's Helpdesk module includes a client-facing portal that can be white-labeled per-tenant.
Hours + Time Tracking
Agencies need accurate time tracking for billing + profitability. Here's what's real today, and where you'll need a workaround.
Project Status Reports
The bread-and-butter agency deliverable — and today it's a manual (or Blueprint-automated) process, not a shipped AI feature.
FAQ
Those tools are agency-focused but limited to that use case. Aeion is operating-system-level; agencies running multiple service lines (design, dev, marketing, consulting) often outgrow agency-specific CRMs. The trade-off: agency-specific tools have polished agency-UX out of the box; Aeion needs more configuration but scales further.
Yes — same tenant, different pipelines + reports per team. Marketing team uses Pipeline X; Dev team uses Pipeline Y; Consulting team uses Pipeline Z. Per-team dashboards.
Yes — via the helpdesk portal's per-customer scoping. Each client logs in + sees only their own tickets, invoices, projects. Aeion enforces this isolation at the platform level, not in the UI, so there's no way for one client to see another's data.
Yes, all included in the flat price: customize logo + colors + portal domain, completely custom branding + theming per client, and per-client subdomains.
Aeion's task system handles project management for most agency workflows. For complex engineering teams (Linear / Jira workflows), integrate via Singularity rather than replacing. For most design / marketing / consulting agencies, Aeion-native is sufficient.
Aeion logs duration on calls and meetings, but it isn't a full billing-grade time-tracking system — no hourly-rate field, no billable flag. For teams already on Harvest / Toggl: keep using them for billing and log the summary as a CRM activity, or bring the data in via Singularity.
Aeion's commerce + finance modules handle invoicing. For SMB agencies, replace QuickBooks. For mid-market: sync to QuickBooks / Xero for accounting team's bookkeeping.