Sales CRM built for closers
Operational Blueprint
Agency Operations
Run a tight agency without the enterprise price tag.
Starting from ~$125/moAgencies live and die by their ability to manage clients, hit deadlines, and get paid on time. Most agency stacks are either too bloated or too scattered. This blueprint combines four tools that talk to each other naturally, keeping your team focused and clients happy.
Tools in this blueprint (4)
Work management that keeps teams in sync
AI-first customer service platform
Beautiful accounting software
How these tools work together
Pipedrive manages your sales pipeline and new client acquisition. Asana runs your project delivery — timelines, tasks, and team accountability. Intercom handles client communications and support tickets. Xero manages invoicing and cash flow. Each tool does one job and does it well.
Estimated cost breakdown
| Pipedrive | $14/mo |
| Asana | Free (15 users) |
| Intercom | $39/mo |
| Xero | $15/mo |
| Combined | ~$125/mo |
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