Context disappears after handoff
Contact details may live in a CRM while delivery notes, decisions, and files move into inboxes and private documents.
Agency CRM
Agency CRM built for the work after the sale
Manage agency clients, notes, projects, invoices, and portal activity from one connected CRM built for ongoing client delivery.
Sales CRMs are good at moving a lead toward a signed deal. Agency work becomes harder after that point: the account manager needs context, the delivery team needs a clear project, finance needs invoice visibility, and the client wants answers. Sarion keeps that ongoing relationship on one client record instead of handing it across disconnected tools.
The operational gap
A client relationship is more than a pipeline stage
The cost is not only software spend. It is the repeated coordination required to keep disconnected records accurate.
Projects lose the client history
A generic task board can show work in progress, but not the full relationship, invoice status, and client-facing experience around it.
Account managers chase answers
Without one record, even a simple client question can require checking several systems and asking multiple teammates.
How it works
One client record connects the delivery lifecycle
Sarion keeps the core steps of agency delivery connected without requiring a custom system.
Create the client once
Store the company, contact details, phone number, notes, and relationship context on a searchable record.
Attach delivery work
Create projects and task checklists against that client so ownership, status, and due dates remain connected.
Keep the client informed
Share the client's unique portal link so project updates, comments, files, and invoices have one client-facing home.
Track the commercial history
Create and monitor invoices beside the client and project rather than rebuilding the relationship in a separate billing tracker.
Connected workspace
Explore the capabilities behind the workflow
Go deeper into each product area, or start with the full workflow here.
Client records and activity →Searchable details, notes, and history for every active relationship.Client-linked projects →Status, dates, tasks, and ownership tied back to the account.Branded client portal →A shareable space for updates, comments, files, and invoice visibility.Invoices on the record →Draft, sent, paid, overdue, and aging visibility in the same workspace.
Who it is for
Built for client-service teams
- Small agencies replacing spreadsheets
- Account managers responsible for ongoing clients
- Creative and digital teams that do not need a heavyweight sales CRM
- Consultants and freelancers managing repeat engagements
CRM, project management, and invoicing should share context
Connecting three specialist tools can work, but it also creates duplicate records, permission maintenance, fragile automations, and reporting gaps. Sarion is designed for agencies that prefer a simpler operating model: a client record at the center, with delivery and billing attached. Teams that need complex prospecting, marketing automation, or enterprise sales forecasting may still prefer a dedicated sales CRM before Sarion.
FAQ
Questions about agency CRM
What is an agency CRM?
An agency CRM organizes client relationships and the work around them. In Sarion, the client record connects contact details, notes, projects, invoices, activity, and a client portal, with an emphasis on delivery after a deal closes.
Does Sarion include a sales pipeline?
Sarion is focused on post-sale client management and delivery rather than complex lead scoring, deal forecasting, or marketing automation.
Can a small agency start free?
Yes. Sarion has a free plan for one client and one active project, and paid plans start with a 14-day trial without a credit card.
Can I migrate from spreadsheets?
Yes. You can move client details into structured records and then create the related projects and invoices. Concierge onboarding and migration are included on the Agency plan.