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Know every client inside and out

Full client lifecycle management — from first contact to long-term retainer. Track every interaction, monitor health, and never miss a follow-up.

Client Management

Complete client profiles

Store everything about your clients in one place — contacts, projects, invoices, documents, contracts, and custom fields. See the full relationship at a glance with the client detail page.

  • Client organizations with multiple contacts
  • Custom fields for unique data
  • Document storage per client
  • Contract tracking with due dates
  • Client health scoring (auto-calculated)
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Organizations table with status, revenue, health scoring, and activity
Pipeline

Lead pipeline & follow-ups

Track prospects through your sales pipeline. Set automated follow-up reminders and never let a lead go cold. Health scoring alerts you when a client relationship needs attention.

  • Visual lead pipeline stages
  • Automated follow-up reminders
  • Health score: Healthy, Fair, At Risk, Critical
  • Client lifetime value tracking
Client pipeline with lead stages, revenue tracking, and health indicators
Documents & Contracts

Contracts, documents, and full activity history

Attach contracts with start and end dates, store documents per client, and view the complete activity timeline — every email, invoice, task, and note in chronological order. Never lose context on a client relationship again.

  • Contract tracking with renewal reminders
  • Unlimited document storage per client
  • Full activity timeline across all modules
  • Custom fields for industry-specific data
  • Export client profiles to CSV or JSON
Client documents and contracts with activity timeline and renewal tracking
Contracts

Contract & renewal tracking

Attach contracts to any client with start dates, end dates, renewal type, and notice periods. Get reminded before renewals come due so you never lose a retainer.

  • Start date, end date, and contract value
  • Renewal types: Auto-Renew, Manual, or One-Time
  • Notice period reminders (30, 60, 90 days)
  • SLA tiers: Standard, Priority, or Enterprise
  • Contract document attachments
  • Renewal history log
Contract tracking with renewal dates, SLA tiers, and notice period reminders
5,000+ Clients Managed
98% Retention Rate
60% Faster Follow‑ups
4.9/5 User Rating
What Users Say

Loved by agencies

★★★★★

"The CRM in Eidoncore replaced our entire HubSpot setup. Client health scoring alone has saved 3 accounts from churning."

SC
Sophia Chen
Account Director, Clarity Co.
Who It's For

Built for teams like yours

Digital Agencies

Track client lifecycles, contracts, and health scores across your entire portfolio.

Consultancies

Manage engagements, retainers, and billable relationships with full context.

Marketing Teams

Monitor campaign clients, follow-ups, and revenue per account.

Freelancers

Keep every client detail organized without the overhead of enterprise CRM tools.

Your Day with CRM

A day in the life of a business developer

New inquiry arrives

New inquiry arrives

A prospective client fills out your service catalog intake form. A lead is created automatically in your CRM pipeline with all their details.

Qualify & convert

Qualify & convert

Review the lead, schedule a call, and convert them to a client organization. Eidoncore auto-creates their workspace, contacts, and first project.

Nurture relationships

Nurture relationships

Check client health scores — one long-standing client hasn't had a project in 3 months. Set a follow-up task and send a personalized check-in.

Close the loop

Close the loop

View your pipeline dashboard: 8 active leads, 3 proposals sent, $47K in projected value. Every interaction logged, every deal tracked.

FAQ

Frequently asked questions

Eidoncore CRM is built specifically for agencies. Unlike generic CRMs, it connects directly to your projects, invoices, and tasks — so you see the full client picture without switching between tools.

Yes. You can import clients via CSV upload, and our team offers free migration assistance for Pro and Enterprise customers to help you move from HubSpot, Pipedrive, or spreadsheets.

Health scoring automatically calculates each client relationship's status (Healthy, Fair, At Risk, Critical) based on recent activity, overdue invoices, and project progress — so you can intervene before problems escalate.

The Free plan supports up to 10 clients. Pro and Enterprise plans offer unlimited clients with full CRM features including health scoring, contracts, and custom fields.

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Related features

Project Management

Kanban boards, timelines, budgets, and team assignments.

Invoicing & Billing

Professional invoices, recurring billing, and payment tracking.

Client Portal

Branded self-service portal for your clients.
Connected Platform

CRM that connects to everything

Invoicing

See client payment history, outstanding balances, and revenue directly from the client profile.

Projects

Every project linked to the client — track progress, budgets, and timelines in context.

Client Portal

Clients access their own branded portal to view projects, invoices, and documents.

Automations

Auto-trigger follow-ups, welcome emails, and alerts when client events occur.
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Build stronger client relationships

Every detail, every follow-up, every invoice — in one unified client view.

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