CRM

An agency-grade pipeline for the businesses you already find.

Most CRMs are built for contacts. ClientRadar's is built for outbound: every lead, scored, tagged, followed up and tracked in one place.

Pipeline statuses that match how agencies actually sell

New, Reviewing, Replied, Meeting Booked, Proposal Sent, Closed Won, Closed Lost. Free plan keeps it simple; paid plans unlock the full pipeline.

Tags & notes

Tag by niche, geo, source or campaign. Drop quick notes on a lead without leaving the row — searchable and timestamped.

Reminders & follow-ups

Set a follow-up date on any lead. Reminders surface on the dashboard and the calendar so deals don't go cold.

Activity log

Every status change, research note generated, meeting scheduled and note added is recorded against the lead. Full audit trail per business.

Meetings

Schedule discovery calls and demos against a lead. Month / week / agenda views on the dashboard calendar.

Business detail sheet

One click opens a full sheet: contact info, score, history, notes, reminders and activity — without losing your place in the pipeline.

Stop losing deals to a forgotten follow-up.

The full CRM is included on every paid plan — no add-on, no per-seat ramp.