Agencies solution
Run agency growth, delivery, and revenue with one AI workforce.
Crewlee helps agencies stop rebuilding client context between lead capture, pitch work, delivery planning, approvals, project execution, and invoices.
Friction removed
The operational leaks Crewlee closes.
Workflow
How Crewlee shapes the agencies operating flow.
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01
Capture demand
Campaign replies, referrals and inbound forms become qualified opportunities.
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02
Prepare the pitch
Proposal context pulls from the lead, business goals, files and previous conversations.
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03
Onboard cleanly
Accepted work becomes kickoff inputs, ownership and project setup.
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04
Run delivery
Tasks, client updates and scope changes stay tied to the commercial record.
Before and after
What changes when the work is connected.
Before
Sales notes live in inboxes and docs.
With Crewlee
Deal, brief, proposal and project share one context.
Before
Finance checks invoices after the fact.
With Crewlee
Invoice risk stays visible beside active work.
Before
Project managers rebuild scope manually.
With Crewlee
Crewlee turns approved proposals into delivery preparation.
Recommended crew
Agents that fit this solution.
Build this solution
Turn the agencies workflow into a connected Crewlee operating system.
Start with the highest-friction handoff, then connect the next layer once the workflow is clear.