Keep your retainers. Grow your margin. Skip the admin.

Ifarlo is the CRM for agencies that logs every pitch and client meeting from your calendar, so it stays current without anyone updating it. You also get:

  • Delivery tracked against budget, with days used, costs, rebilled work and margin on every project.
  • A briefing before every pitch and client meeting, with the full history and what is still open.
  • Retainers tracked as monthly income, with renewals flagged two months ahead and cooling clients called out.
Build my CRM freeSee how it works

Create your free account, add your website, and your CRM builds itself in 2 minutes.

  • Free for one user
  • No card needed
  • No setup fees

Rated 5.0 out of 5 on Capterra

From website to working CRM in 2 minutes

No setup project and no forms to fill in. Ifarlo reads your site and builds a CRM around your agency, ready to use.

  1. Create your free account

    Your name and email, or sign up with Google or Microsoft. No card needed.

  2. Add your website

    Ifarlo reads it, works out your services, sets up your pipeline stages and adds the clients it finds.

  3. Connect your calendar

    Google or Microsoft. From then on, every meeting is logged for you. Bring in more contacts from a spreadsheet whenever you like.

Build my CRM free

Need a change? Just tell Ifarlo.

With most CRMs, changing a field means finding an admin or paying a consultant. With Ifarlo, you type what you want in plain English and it makes the change for you, in seconds.

No setup fees. No configuration screens. No one to call.

Add a chemistry meeting stage between pitch and proposal

Done. Chemistry meeting now sits between Pitch and Proposal in your pipeline. No deals needed moving.

What people say after setting it up

★★★★★
“You can tweak it to suit your needs without having to do custom development.”

David M., Chief Revenue Officer, marketing and advertising

 ★★★★★
“Simple, quick to set up, has good AI functionality, with little administration required.”

Robert M., Chief Executive

Read the full reviews on Capterra

What changes in an agency week

A briefing before every pitch

The contact's history, what you last discussed, the open deal and its value, and what they asked about last time. Ready before you walk in.

A meeting briefing panel showing who you are meeting, the open deal, what is worth raising and the recent history

Revenue at risk, in a number

Retainers are tracked as monthly income. At month end you see recurring revenue, run rate and exactly how much is sitting behind relationships that have gone quiet.

A recurring revenue report showing current MRR, annual run rate, revenue at risk and a breakdown of MRR by client

Delivery tracked against the budget

Your team logs the days they work on each project. You see how much of the allowance is used, what the work has cost, what has been rebilled and your indicative margin.

A delivery tracking record showing days used, agency cost, rebilled costs and indicative margin against contract value

See it working on your own clients.

Build my CRM free

Your client data stays yours

We never read your inbox

Ifarlo reads your calendar and can send an email from your account when you approve it. It has no access to read your mail.

Never used to train AI

Your data is hosted in London, encrypted, and never used to train any AI model.

Yours to take away

Export any list or your whole workspace whenever you like. No fee and no notice period.

One simple price, everything included

£35 per person, per month

A team of 10 is £350 a month. That is the whole bill.

Build my CRM free

Want to try it first? Start free for one person with up to 1,000 contacts, then add your team when you are ready.

What you get

  • Your CRM built from your website
  • Unlimited contacts
  • AI included in the price
  • Meetings logged from your calendar
  • A briefing before every meeting
  • Send and reply from your own email
  • Email campaigns
  • Your existing data imported
  • Pay month to month and cancel whenever you like

What you will never pay for

  • Setup or implementation fees
  • Onboarding or training
  • A consultant to configure it
  • Add ons to unlock the AI

Questions agencies ask

We just use spreadsheets and Outlook

Plenty of firms start there. The trouble is that a spreadsheet only knows what someone remembers to type in, and it cannot tell you who needs a call this week or what was said in yesterday's meeting.

Ifarlo keeps things just as simple, but does the updating for you. It works with Outlook, logs every meeting from your calendar and tells you who needs attention. Upload your spreadsheet and your contacts come straight across.

Switching sounds like a lot of work

It is much less than you think. Ifarlo builds your CRM from your website, including the clients it finds there, so you can start using it straight away without importing anything.

When you are ready to bring the rest across, export a file from your old CRM or spreadsheet and upload it. Ifarlo tells you what to import first, matches the columns for you and spots duplicates, so there is far less tidying up to do.

You also do not have to switch everything on day one. Connect your calendar and your meetings start logging from the first day, while you move the rest over at your own pace.

What happens to our client data?

It stays yours. It is hosted in London and encrypted, never used to train AI, and you can export the whole workspace whenever you like. Read the security detail.

What if it does not suit us?

You pay month to month. Cancel in a click from settings and export your data on the way out.

See Ifarlo set up for your agency

Sign up free, add your website, and have a working CRM in 2 minutes.

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