Marketing, PR, design and digital agencies all run into the same problem as they grow past a handful of clients: client history ends up scattered across inboxes, shared drives and whoever happens to remember the last conversation. RGS simpleCRM gives small agency teams one shared home for every client, contact and category — so a new account manager can pick up a client relationship in minutes, not days.
Because it's built for agencies still finding their feet — not enterprise sales teams — there's no complicated setup, no per-seat sales calls, and no features you'll never use. Just companies, contacts, activities and categories, organised the way an agency actually works.
Growing past a shared inbox and a spreadsheet is harder than it should be.
Yes. Companies, Contacts, Activities and Categories map naturally onto agency client work — track every client, their stakeholders, and the outreach or follow-up history for each one.
Yes. An administrator can invite team members to the organisation, and everyone sees the same shared, up-to-date client records and activity history.
There's no artificial limit on companies, contacts or activities — track as many clients as your agency actually has.
Yes — Categories let you group target companies and generate a personalised AI-drafted email for every contact at once, grounded in your organisation's own knowledge base and each company's context.
Micro-businesses of every stripe.