CRM & Sales
Client and deal pipeline with weighted deal forecasts. Email sequences pause when a client replies in connected Gmail, and won deals link to the client record.
See CRM & Sales For Agencies
Manage clients, projects and billing together.
Agencies track clients, projects, capacity and billable time — often across multiple teams. AmDital keeps all of it in one workspace.
The problem
What slows agencies down today
The modules
What you would run on AmDital
Projects & Tasks
Boards, timelines, sprints and milestones. The resource planner shows each person’s allocated hours against their capacity.
See Projects & TasksFinance
Time tracked on projects feeds client billing. Invoices in multiple currencies, with payments recorded against each invoice.
See FinanceHRMS
Leave, attendance tagged office or remote, shifts and payroll runs for teams across locations.
See HRMSHelpdesk
Clients raise tickets through the client portal, and SLA tracking keeps response commitments visible.
See HelpdeskHow it works
A typical workflow, end to end
Lead arrives
Imported from CSV or added by the team. Email from connected Gmail is matched to the contact.
Deal closes
Scope and budget are agreed through a quotation and a signed contract. Won deals link to the client record.
Team works
Time is tracked at task level, project level or on an open clock, and timesheets show where the hours went.
Invoice and grow
Time tracked on projects feeds client billing. The payment is recorded against the invoice, and the next deal is already in the pipeline.
When AmDital is not the right fit
AmDital runs agency work on its general CRM, project, time-tracking and finance modules — there are no agency-specific templates. If you need a specialised agency resource-planning tool, keep it alongside.
Agencies · FAQ
Frequently asked
Time tracked on projects feeds client billing through timesheets, so hours do not need to be re-keyed into finance.
Yes — the resource planner shows who is allocated where against their capacity, and you can drag an allocation to reassign it.
Time tracking is task-level, project-level or open clock; timesheets feed billing.
Clients raise tickets through the client portal, and every ticket lands in your helpdesk queue with SLA tracking.
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