CRM

Track every relationship from first contact to closed deal. The CRM gives your agency a complete system for managing businesses, contacts, pipelines, and everything in between.

Overview

Add businesses to your agency and track them through your sales pipeline. The CRM is built into Platfio so your entire team can manage deals, keep notes, upload files, and collaborate on closing — all without switching tools.

• Pipeline stages — See exactly where each business sits in your sales process and move deals through stages
• Business records — Create and manage business records with contacts, details, and deal history
• Multiple views — Switch between pipeline, active, customers, and custom filtered views

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Tasks, Files & Notes

Everything you’d expect in a CRM. Each business record holds tasks, files, and notes so nothing falls through the cracks. Assign follow-ups to team members, attach contracts and briefs, and keep a running log of every conversation.

• Tasks — Create and assign tasks per business with due dates, statuses, and categories
• Notes — Keep tagged, searchable notes for discovery calls, meetings, and follow-ups
• Files — Upload and pin proposals, contracts, logos, and any other documents to a business record

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Team

Onboard your team so everyone can contribute to closing more deals. Invite team members via a link, manage roles, and see your full roster — all from the Account page.

• Invite link — Share a signup link to onboard new team members instantly
• Role management — Assign admin and member roles to control access
• Full visibility — See who’s on your team and what they’re working on

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Agency Switcher

Managing multiple agencies? Switch between them instantly. The agency switcher lets you jump between agencies without logging out, so you can manage separate client portfolios from a single account.

• Instant switching — Jump between agencies in one click
• Separate workspaces — Each agency has its own businesses, pipelines, and settings
• Single account — One login for all the agencies you manage

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Actions Palette

Built for power users. The Actions Palette lets you do anything inside your Platfio agency from a single command palette. Search businesses, jump to tasks, open proposals, switch views — all accessible via keyboard shortcuts without ever touching your mouse.

• Command palette — Search and navigate to anything in your agency from one place
• Keyboard-first — Access the palette with a keyboard shortcut and navigate entirely with keys
• Entity switching — Jump between businesses, tasks, projects, plans, proposals, tickets, and more