Agency operating system

Your agency, out of 8 tools and into one.

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 →

trysarion.com/dashboard
The Sarion dashboard showing clients, active projects, unpaid totals, and recent activityThe Sarion dashboard showing clients, active projects, unpaid totals, and recent activity
Why we built Sarion

“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.”

Sara Siddiqui
Sara SiddiquiFounder & CEO
The problem

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.

Free · 3 minutes · No card

How much is your scattered agency costing you?

Get your Operations Score, your hidden revenue leak, and the hours you lose every week — with a clear plan to fix it.

Get my free score →

Built for agencies, freelancers, consultants & service businesses.

One record, not five tools

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.

LeadClientProjectsFilesClient PortalInvoicesPayments

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.

Complete agency workspace

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.

Client CRM

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.

See it in action

An agency's whole workflow, in 90 seconds

A look inside

Clear, fast, and a pleasure to use

Click any screenshot to explore the live Portal Demo →

Pricing

Simple plans that grow with you

Starting atFreeNo credit card, no time limit.
Most popularGrowth — $49/mo
  • 14-day free trial of every premium feature
  • No credit card required
  • Free migration included
Why Sarion

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.

CapabilitySarionSpreadsheets & inboxGeneric CRM
Client management (CRM)YesYesYes
Project & task trackingYesYesNo
Invoicing built inYesNoNo
Branded client portalYesNoNo
Team collaborationYesNoYes
One tool, one loginYesNoNo
Built for agency deliveryYesNoNo
FAQ

Questions agencies ask before switching

Everything you need to know about running your agency on Sarion.

What is Sarion?

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

Who is Sarion 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.

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.