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For marketing, SEO and web agencies

The CRM for Marketing Agencies That Already Live in WordPress

Agencies sell retainers, deliver monthly work and prove results every month. ItNirman CRM runs that cycle, from lead to report to invoice, and ItNirman SEO does the optimisation work on your own site and up to five client sites on a Business licence.

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  • One-click “SEO Agency” and “Digital Agency” setups
  • A private portal for every client
  • Team access with the CRM Staff role
In short

What does an agency need from a CRM?

An agency CRM has to do more than store contacts. It needs to track leads to signed retainers, onboard each new client the same way, show clients what was done each month, bill one-time and monthly work correctly, and warn you before a client leaves.

ItNirman CRM does each of those inside WordPress: pipeline and quotes, Onboarding Playbooks, monthly reports with PDF, invoices that separate one-time and monthly lines, and a Client Health page with recurring revenue and churn warnings.

Setup
One click: SEO Agency or Digital Agency
Clients see
Reports, invoices, quotes, files, requests
Billing
One-time and monthly lines, recurring extras
Payments
Stripe, SSLCommerz, bKash, Nagad, Rocket, Upay, bank
Team
CRM Staff role with limited access
SEO on client sites
Business licence: up to 5 sites
The agency cycle

Every Stage of a Retainer, Handled

Sell

Pipeline, quotes and a price list

Track every prospect on the pipeline with its value and source. Build quotes from your saved price list or from more than 90 ready-made services in 15 categories, from local SEO and Google Ads to web development. The client accepts online, and the invoice is created for you.

  • Five lost-lead stages and a 45-day revisit list
  • Quote acceptance by typed name
  • Accepted quote marks the client as won
Onboard

The same great start, for every client

When a client is won, an Onboarding Playbook creates dated tasks, sends a welcome email and puts a Getting started checklist in their portal, so access and assets arrive without ten reminder messages.

  • Task templates and a drag-and-drop board
  • Plans, roadmaps and agreements per client
  • Client requests turned into tasks in one click
Report

Monthly reports that justify the retainer

Build the report from the work done, performance screenshots and next month's plan, add the keyword positions you track for that client, and share it in the portal or as a PDF. Clients can leave feedback right on the report.

  • Keyword Rankings with trend lines
  • PDF by month
  • Optional report-day email
Retain

Spot churn before it happens

Client Health scores every account and lists the ones at risk, with monthly recurring revenue, retention and lifetime value. Time & Profit shows which clients are profitable per hour, so you price the next renewal with facts.

  • 0 to 100 health score per client
  • MRR and money at risk
  • Profit, margin and earnings per hour
Set up in an afternoon

An Agency Setup That Works From Day One

  1. 01

    Choose the agency setup

    Modules → SEO Agency or Digital Agency switches on the right modules.

  2. 02

    Save your price list

    Add your services and prices once; reuse them in every quote and invoice.

  3. 03

    Add clients and staff

    Import leads by CSV, add clients, and give your team the CRM Staff role.

  4. 04

    Write one playbook

    Your onboarding steps, written once, applied to every new client.

  5. 05

    Install ItNirman SEO

    On your own site and client sites, within your licence's site limit.

FAQ

Agency Questions

Running a larger agency?

Tell us how many client sites you manage and we will suggest the right licence setup.

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Can I use ItNirman SEO on my clients' websites?

Yes. A Business licence covers up to five live sites for each plugin. Staging and local copies do not count. If you manage more client sites, contact us before ordering.

Do clients need a login to see their reports?

No. Each client has a private portal link where they read reports, see invoices, accept quotes and send requests.

Can my team use the CRM without seeing everything?

Yes. Add staff with the CRM Staff role, which gives limited access. Settings and the rest stay with administrators.

Can I bill a retainer and a one-off project together?

Yes. Each invoice line is one-time or monthly. When a month has both, you can bill the one-time work immediately on a separate invoice and keep the retainer for month end.

For agencies

Run the Agency From the Dashboard You Already Use

Get both plugins in one order, and set up the agency workflow in an afternoon.

See the bundle Explore ItNirman CRMChat on WhatsApp