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.
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)
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
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
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
Loved by agencies
"The CRM in Eidoncore replaced our entire HubSpot setup. Client health scoring alone has saved 3 accounts from churning."
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.
A day in the life of a business developer
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
Review the lead, schedule a call, and convert them to a client organization. Eidoncore auto-creates their workspace, contacts, and first project.
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
View your pipeline dashboard: 8 active leads, 3 proposals sent, $47K in projected value. Every interaction logged, every deal tracked.
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.
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.
Build stronger client relationships
Every detail, every follow-up, every invoice — in one unified client view.