Agency Operating System
CRM Pro: The Agency-Grade Operating System for Sales & Delivery.
Most agencies operate on a broken feedback loop: sales data lives in a CRM, while delivery data lives in disconnected task managers. CRM Pro eliminates this friction. We have engineered an integrated operating system that bridges the gap between client acquisition and project execution. Whether you are a solo operator transitioning from spreadsheets or a growing agency managing complex deliverables, CRM Pro provides a unified, single-pane-of-glass environment to manage your entire client lifecycle without the complexity of bloated enterprise software.
Core Capabilities: The Agency Optimization Matrix
Smart Sales Pipeline
Visualize and automate your acquisition funnel. Our pipeline interface — inspired by enterprise productivity standards — keeps your team focused on high-intent leads, not administrative clutter.
360° Client Hub
Every communication, project document, and historical interaction lives in one place, so you can provide a personalized, responsive experience for every client from day one.
1-Click Project Provisioning
When a deal closes, instantly convert leads into active projects with pre-defined milestones, task boards, and team assignments.
AI-Powered Email Parsing
Our intelligent parser automatically maps inbound client communications to the relevant account, so your pipeline updates itself in real-time.
Agency-Grade Security (RLS)
A shared multi-tenant database with strict Row-Level Security isolation keeps your sensitive client data partitioned and compliant with data privacy regulations.
The Dertz Engineering Edge
CRM Pro is built for clean, intuitive usability — what we call "No-Slop UI." We reject the cluttered, over-engineered designs of legacy platforms in favor of a fast, responsive, Asana-inspired interface. Whether you need a simple starter plan or a dedicated, single-tenant Sovereign instance hosted for strict compliance, our architecture scales with your revenue, not your headcount.
- React
- Java
- PostgreSQL
- Redis
Ready to Orchestrate Your Agency?
Stop wrestling with disconnected tools. Start managing your entire client journey in one integrated engine.