The Complete CRM for Agencies & Consultants
Manage clients, track projects, send invoices, and grow your business — all in one AI-powered platform. Replace five tools with one.
No credit card required • 14-day free trial • Cancel anytime
8 hrs
saved per week on average
14 days
free trial, no card needed
1 platform
replaces 5+ separate tools
99.9%
uptime SLA
Active Clients
47
Open Invoices
$24,800
Tasks Due
12
At-Risk Clients
3
Recent Clients
AI Agent
Which clients are at risk this month?
Nova Consulting has a risk score of 34. Last invoice was 47 days ago. Recommend a check-in call.
One platform. Every tool you need.
Stop paying for five separate tools that do not talk to each other. CovionOne brings your entire operation into one unified workspace.
Smart Client Management
Centralized client profiles with custom fields, document storage, activity logs, and a full timeline of every interaction — all in one place.
AI Business Agent
Ask your CRM anything in plain English. Update deals, mark invoices paid, reassign tasks, and surface insights without clicking through menus.
Professional Invoicing
Create and send polished invoices in seconds. Track payment status, set up recurring billing, and accept payments — all without leaving the app.
Project & Task Tracking
Kanban boards, deadlines, team assignments, and automated reminders keep every project on track — even when you're juggling 20 clients at once.
Branded Client Portal
Give every client a private portal to view their invoices, documents, and project updates. White-labeled with your brand, no login required.
AI Risk Scoring
Machine learning automatically identifies at-risk clients before they churn. Get weekly risk reports and act before it's too late.
Automated Workflows
Trigger actions automatically — send follow-ups, create tasks, update statuses — based on client behavior and time-based rules.
Team & Role Management
Invite your team, assign roles, and control exactly who can see and do what. Full audit logs keep your business accountable.
Start free. Scale without limits.
One flat rate. Every feature unlocked. No per-seat fees, no hidden tiers.
Annual Plan
✦ Most Popular — Save $198Two months completely free compared to paying month-to-month.
Everything included
Monthly — No commitment
Billed monthly. Cancel anytime.
14-day free trial • No credit card required • Cancel anytime • Secured by Stripe
Up and running in under an hour
No lengthy onboarding. No consultants. Just sign up and start managing your clients.
Add Your Clients
Import your existing client list or add clients one by one. Set up custom fields, attach documents, and build a complete client profile in minutes.
Run Your Business
Track projects, send invoices, collaborate with your team, and communicate with clients — everything flows through one connected system.
Grow with AI Insights
Let the AI agent surface risks, answer questions, and automate busywork so you can focus on what actually grows your business.
Your business, managed by AI
The CovionOne AI Agent understands your entire business context. Ask it anything, and it acts — no clicking through menus, no manual data entry.
Update all deals in the proposal stage to Follow-Up
Mark invoice #1042 as paid and send a receipt
Which clients have not heard from us in 30 days?
What is my total revenue this quarter?
CovionOne AI Agent
Always available
Agencies love CovionOne
We switched from five different tools to CovionOne. My team saves at least 8 hours a week and our clients love the portal.
Sarah M.
Digital Agency Owner
The AI agent is unlike anything I've seen in a CRM. I told it to update 20 deals to Proposal Sent and it did it instantly.
Marcus T.
Business Consultant
The risk scoring feature alone has saved two accounts I would have lost. It flagged them before I even noticed something was wrong.
Diana K.
Marketing Strategist
Ready to run a better agency?
Join hundreds of agencies and consultants who manage their entire business on CovionOne. Start free — no credit card required.