ClientCee
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The CRM built for agency owners.

Your whole agency. All in one place.

Manage leads, deliver projects, organize your team, and track invoices and expenses. One CRM built for the day-to-day work of running an agency.

Explore plans See how it works
  • Clients & salesTrack leads and follow-ups.
  • Projects & teamAssign tasks. Track progress.
  • Invoices & expensesSee what is due and what is spent.

An illustrative agency workspace. Example clients, projects, and figures.

One connected journey

Explore your agency workflow.

Client portalKeep clients involved

The platform

A clearer path from first hello to final invoice.

Track the enquiry, define the scope, assign the work, and send the invoice. Manage each stage in ClientCee, with the client details your team needs.

One client. Every stage.Explore an illustrative client journey.
Lumen HouseBrand & website refresh

Capture the enquiry.

Know who to follow up with next.

Record each enquiry, track its stage, and schedule the next follow-up. Keep contact details where your team can find them.

  • Client details
  • Opportunities
  • Follow-ups
Next comes the scope.

Bring a clear proposal to the conversation.

Define the scope.

Put the scope and price in writing.

Prepare estimates and proposals with the scope, deliverables, and pricing in one place. Show your client exactly what you are offering.

  • Estimates
  • Proposals
  • Client decisions
Then, bring it to life.

Carry the agreed direction into the project.

Deliver the work.

Give every task a clear owner.

Assign tasks, track progress, and keep project files together. Your team knows what to work on, while clients see the updates you share.

  • Projects
  • Tasks & files
  • Task owners
Close the loop on the work.

Keep the invoice connected to the project.

Send the invoice.

Know what is billed and what is due.

Create invoices with the right client and project details. Track payment status and keep a record of what your agency has billed.

  • Invoices
  • Billing details
  • Payment status
A relationship that stays connected.

Give clients a place to follow the work.

See the client space

One relationship. The context comes with you.

See the client side

The client portal

A better experience on both sides of the project.

Manage the work in your agency workspace. Give clients a dedicated portal to follow progress, find shared files, and review deliverables.

Explore the benefits
Lumen HouseBrand & website refresh

One project. Two clear perspectives.

For your team

Assign the work and share updates.

One update, ready for the client.

See the client view

For your client

Follow progress and review the work.

The same update, on both sides.

Illustrative project preview

Progress they can follow

Help clients follow project progress and see the next milestone.

Shared files, easy to find

Give clients one place to find the documents and files you share.

Feedback that moves work forward

Clients can review deliverables and tell you when changes are needed.

Why ClientCee?

Less chasing.
More clarity.

When client details, tasks, and billing live in different tools, getting the full picture takes work. ClientCee brings them into one agency workspace.

The context stays with the relationship.
See what needs attention

Find client details, open tasks, and project updates in the same workspace. See who is handling the work and where your attention is needed.

  • Client records
  • Projects
  • Tasks
Explore the platform
From sales to delivery to billing

Manage enquiries, proposals, projects, invoices, and expenses in one CRM. Follow each client relationship without switching between separate tools for every stage.

  • Proposals
  • Projects
  • Invoices & expenses
Follow the workflow
Give clients their own workspace

Share project updates and files in a dedicated client portal. Clients can review deliverables, respond to estimates, and find invoices you make available.

  • Client portal
  • Updates
  • Reviews
See the client experience

Make every client relationship feel more connected.

From your next enquiry to your next invoice, manage the work in ClientCee. Find a plan for your agency or email us your questions.

Explore plans

Compare plans for your agency.

Talk to our team

Email us your questions.

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