Client Health & Pipeline Intelligence
Track every client from lead acquisition to repeat retainer. Monitor customer health scores, centralize communication history, and never lose track of an account.
Automated Customer Health Signals
Eidoncore continuously evaluates invoice payment speeds, ticket volume, project feedback, and portal logins to calculate an objective health score for every client.
- Healthy, Neutral, and At-Risk account categorization
- Automated alerts when client engagement drops
- Lifetime value (LTV) and historical revenue analytics
- Custom account notes and quarterly business reviews
Automated Customer Health Signals
The authentic interface capture for this CRM & Clients view is currently being prepared for the live platform showcase.
Visual Sales & Proposal Funnels
Track prospective deals through qualification, proposal sent, negotiation, and closed won stages. Seamlessly convert won deals into active projects with 1 click.
- Custom pipeline stages tailored to your sales process
- Weighted deal revenue forecasts
- Auto-generate proposals and contracts from deals
- Instant one-click conversion to active client workspaces
Visual Sales & Proposal Funnels
The authentic interface capture for this CRM & Clients view is currently being prepared for the live platform showcase.
Unified Communication Timeline
Store company details, key stakeholders, billing contacts, and communication logs in one searchable hub. Say goodbye to scattered contact spreadsheets.
- Multi-contact accounts with specific billing and tech leads
- Activity log tracking emails, calls, and project updates
- Tagging and filtering for targeted email campaigns
- Direct invitation to branded client portals
Unified Communication Timeline
The authentic interface capture for this CRM & Clients view is currently being prepared for the live platform showcase.
Engineered for Agency Scale
Every tool is designed to work in synergy with the entire Eidoncore suite.
Unlimited Contacts
Store unlimited clients and contacts without ever hitting arbitrary tier paywalls.
Revenue Tracking
Track total billed, outstanding balance, and monthly recurring revenue per client.
AI CRM Insights
Ask AI to summarize client relationship history or suggest upsell opportunities.
Auto-Onboarding
Trigger automated onboarding emails and welcome portal links upon deal closing.
Cross-Project View
See all past and active projects associated with a client in a single tab.
Ticket History
View all customer support interactions and resolution times in their profile.
Loved by 500+ Agencies Worldwide
Here's how Eidoncore replaces the tool stack for real agencies, every single day.
“We replaced Trello, HubSpot, and QuickBooks with just Eidoncore. Having our project budgets, client CRM, and invoicing connected in one platform saved us 15+ hours every week and eliminated all context switching.”
Sarah Kim
Operations Lead, Spectra Digital
Frequently Asked Questions
Yes! Eidoncore offers a permanent Free plan with up to 2 team members, 3 clients, 5 projects, and core agency features. No credit card required.
The agency playbook, monthly.
New workflows, fresh integrations, and what we shipped — one email, no fluff.
Ready to Streamline Your Agency?
Join 500+ agencies running their entire client workflow from a single platform. Start your 14-day free PRO trial — no credit card required.