Web and SEO agencies
A CRM for web agencies, upfront about its limits.
Clics is a CRM for web design agencies that also sell content: Meta leads, the agency’s email in threads, client sub-accounts and recurring revenue per client. It is not an SEO tool and it does not host your clients’ sites. Its pipeline and approval portal are built around video; the rest works for any agency.
Clics is a CRM for marketing agencies in Canada: video production pipeline, branded client portal with time-stamped review, social post scheduler, Meta leads and an agency dashboard, in French and English.
No SEO tooling in Clics: no rank tracking, no site audits, no keyword research.
The dashboard reports revenue and delivery per client, not the costs, hours or margin of a project.
The agency’s Gmail syncs every 5 minutes and is grouped into threads by contact.
Which web agencies is this for?
Clics grew up inside a video production agency, so it serves agencies that deliver content to clients first. A web shop gets real value from it in two situations.
- You sell monthly retainers for maintenance, content or social. Clics tracks each client’s plan price and recurring revenue over 12 months.
- You shoot video for the sites you build, or you run Meta lead campaigns for clients. Then the pipeline, the portal and the leads CRM do exactly what you need.
If your shop only bills development by the hour, with no video and no ads, a project management tool with time tracking will serve you better. We would rather say so now than after your demo.
The parts a web agency will actually use.
Recurring revenue, client by client
Each client’s plan price, recurring revenue over 12 months and your count of active clients, on the business board. You see at once who carries the book.
Leads from your Meta campaigns
Facebook and Instagram lead forms run for your clients arrive in the CRM by themselves, under the right account. Nobody pastes prospects into a sheet.
A mini-CRM for each client
A client who wants to follow their own sales gets a sub-account: opportunities in a pipeline, notes, appointments, a calendar and a dashboard of their own.
Email tied to the right client
Mail from the agency’s Gmail account reads as threads on the contact’s record. Reply from there, and the history stays with the client instead of in someone’s personal inbox.
Site videos, approved online
The homepage video or product clips for a site go through the portal. The client comments at a timestamp and signs off, from a single link.
Claude, connected to the CRM
On the Agency plan, each team member can connect their own Claude and ask it to sum up the day or chase leads nobody has answered yet.
What Clics will not do for you.
- No SEO tools. No rank tracking, audits or keyword research. Keep your usual stack for that.
- No website hosting. Clics does not host client sites. With a custom install, it is Clics itself that runs on your agency’s Cloudflare account, not your sites.
- No per-project profitability. The dashboard shows revenue and delivery per client; it knows nothing about the costs, hours or margin of a redesign.
- No time tracking or invoicing. No timers and no invoices; your accounting software keeps that job.
- A portal made for video. Clients approve videos there, not mock-ups or PDFs.
Two ways to get Clics.
Solo
Deliver$69$55.20/month
billed monthlyper month, billed yearly
5 people included, $8 per extra person
Timeliner equivalentTimeliner Studio, $122.82$104.40/month
On top of TimelinerJoin the waitlist- Meta leads CRM
Studio
Sell and retain$219$175.20/month
billed monthlyper month, billed yearly
10 people included, $8 per extra person
Timeliner equivalentTimeliner Agency, $274.62$233.43/month
On top of TimelinerJoin the waitlist- Conversations inbox (Gmail, WhatsApp)
- 5 mini-CRM sub-accounts
Agency
Grow$639$511.20/month
billed monthlyper month, billed yearly
20 people included, $8 per extra person
Timeliner equivalentTimeliner Scale, $688.62$585.33/month
On top of TimelinerJoin the waitlist- Claude connector (the CRM inside Claude)
Clics, installed on your side.
$5,000
one-time payment, or 3 payments of $1,750
- Installed under your brand, on your agency’s Cloudflare account
- Meta (leads, publishing) and Google (Gmail, Calendar, Drive) connections
- Training for your team
- 90 days of support
- Unlimited users
- Self-hosted (about US$5 a month, paid to Cloudflare) or managed by us for $79 a month
Prices in Canadian dollars, taxes extra.
Where to go next.
Each layer opens a page that digs into one part of this one.
Frequently asked questions
Can we run a website redesign through the Clics pipeline?
Not really. The pipeline follows the thirteen states of a video, from concept to publish, with no stages for wireframes, development or launch. A redesign is better tracked in a project tool that sits next to Clics.
Can clients approve mock-ups in the portal?
No. The portal is for video: clients watch, comment on a specific moment and approve. For mock-ups or PDFs, you will want a separate proofing tool.
Could Clics replace our sales CRM?
For a smaller shop, often yes: Meta leads, client records, threaded email and a leads and sales board. There is no “if this, then that” rule builder, and its automatic follow-ups and escalations are about production, not sales sequences.
Which plan suits an eight-person web shop?
Solo includes five people at CA$69; three more at $8 each brings it to $93 a month. If clients need to follow their own leads in a sub-account, you will need Studio, at $219 for ten people.
Where does our data live with a custom install?
On your agency’s own Cloudflare account, together with the app. You pay Cloudflare directly, roughly US$5 a month, or CA$79 a month for us to manage the hosting for you.
The CRM for agencies that deliver.
Open a fully stocked demo agency in seconds, or talk to us about your own install.