Agency management software for modern agencies.
Clients, projects, invoicing, and a branded client portal — one workspace, so nothing slips through the cracks.
- CRM
- Client Portal
- Projects
- Invoicing
- Team Management
- Reporting
14-day free trial · No credit card required · Score your agency free →
“Sarion was built to replace the scattered spreadsheets, chat threads, and tools agencies juggle every day. The goal is simple: manage clients, projects, invoices, and communication from one workspace.”
Running an agency shouldn't mean juggling ten tools
Spreadsheets, inboxes, and chat apps weren't built to run client work — so things slip through the cracks.
Client info everywhere
Notes, files, and threads scattered across five tools.
"Any update?" — again
Every status question is an interruption you didn't need.
Invoices fall through the cracks
Manual tracking means late payments you never see coming.
Most of this disappears with a branded client portal.
Everything revolves around a single client record
Lead becomes client. Client gets projects and files. Projects surface in a branded portal. Work becomes an invoice. Invoice gets paid. Nothing changes tools along the way.
Sarion isn't a generic CRM, another project tool, or a Notion clone — it's the complete client delivery workflow, built around the client record from the first call to the paid invoice.
Everything you need to run client work, in one place
One workspace, built for agency delivery — not another spreadsheet to maintain.
Client Management
Every client's details, notes, and history — one place.
Project Tracking
Status, due dates, and progress across every engagement.
Client Portal
A branded space where clients see progress, no back-and-forth.
Invoices
Paid, unpaid, overdue — always visible, never missed.
Not a generic CRM — built around agency delivery
Every client record holds contact details, notes, project history, files, invoices, and portal activity in one place — not scattered across a sales CRM that stops caring once the deal closes.
An agency's whole workflow, in 90 seconds
Clear, fast, and a pleasure to use
Click any screenshot to explore the live Portal Demo →
Simple plans that grow with you
One workspace beats a patchwork of tools
Spreadsheets and a generic CRM can limp along — neither was built to run agency delivery end to end.
| Capability | Sarion | Spreadsheets & inbox | Generic CRM |
|---|---|---|---|
| Client management (CRM) | Yes | Yes | Yes |
| Project & task tracking | Yes | Yes | No |
| Invoicing built in | Yes | No | No |
| Branded client portal | Yes | No | No |
| Team collaboration | Yes | No | Yes |
| One tool, one login | Yes | No | No |
| Built for agency delivery | Yes | No | No |
Questions agencies ask before switching
Everything you need to know about running your agency on Sarion.
What is agency management software?
Sarion is agency management software that brings client management (CRM), projects, tasks, invoicing, and a branded client portal into one workspace. It's built specifically for small agencies, studios, and freelancers who are tired of stitching together spreadsheets, inboxes, and half a dozen disconnected apps.
Explore all features →What type of agencies is Sarion built for?
Sarion is designed for design studios, marketing and web agencies, consultancies, and solo freelancers managing multiple clients. If you run client work and need one place for projects, invoices, and client communication, Sarion fits.
Does Sarion include CRM and project management?
Yes. Sarion combines an agency CRM with client-linked projects, task checklists, invoices, files, and a branded client portal. Your team can manage the full client relationship and delivery workflow in one place.
Explore all features →Can clients access their own portal?
Yes. Each client can use a secure, branded portal link to view project status, invoices, files, and updates without creating an account or searching through email.
Explore the client portal →Can agencies manage invoices in Sarion?
Yes. Sarion lets agencies create and track invoices with line items, due dates, payment status, and aging information alongside the relevant client and project.
Explore invoicing →Is there a free plan?
Yes. The Free plan lets you manage one client and one project with the full client portal — no time limit and no credit card. Every paid plan also starts with a 14-day free trial of the complete workspace.
Compare plans →What is a client portal and why does it matter?
A client portal is a private, branded page where your clients can see project status, due dates, and updates without endless email threads. It cuts down status-update churn and makes your agency look organized and professional from the first interaction.
See a live portal demo →How is Sarion different from a generic CRM?
Generic CRMs are built for sales pipelines, not delivery. Sarion is built for the work after the deal closes — running projects, invoicing clients, and keeping everyone aligned through the client portal. No bloated sales features you'll never use.
Do I need a credit card to start?
No. You can start on the Free plan or trial the full premium workspace for 14 days without entering any payment details. Founding members who join during launch also lock in their pricing for life.
View founding pricing →Run your agency from one place.
Start your 14-day free trial today. No credit card required.