CRM for Small Agencies
Run Your Agency Like a Grown-Up — Without Becoming One The CRM for boutique creative & marketing agencies.
You're past the freelancer phase but not ready to drop $400/month per seat on enterprise PSA software. Desert Labs is the middle ground: a real CRM for your boutique agency, with clients, retainers, scheduling, and invoicing in one home.
We're launching soon · Join the waitlist for early access
Sound familiar?
Running a agencies business shouldn't feel like this
Tooling cost is creeping up
HubSpot for sales. Harvest for time. QuickBooks for invoicing. Calendly for meetings. The seat-based costs are quietly eating margin.
Account managers stitch tools by hand
Status updates pulled from four places into a deck every week. The work-about-the-work is bigger than the work.
Retainers and projects bill differently — but both need to be tracked together
Monthly retainer for one client, project milestones for another, change orders for a third. Reconciling at month-end is a slog.
Everything you need
Built for the way agencies actually work
Client accounts with multiple contacts
One account per client company, with multiple contacts, engagements, and projects. Switching between accounts is fast.
Replaces: HubSpot, spreadsheets
Retainer + project + milestone invoicing
Bill the same client on a retainer and on milestones from one place. Stripe collects, reminders chase, you focus on delivery.
Replaces: QuickBooks, FreshBooks
Shared scheduling for the team
Account managers, strategists, and creatives each have booking pages. Clients book the right person from your real availability.
Replaces: Calendly Team, Chili Piper
Workflow automation for repeat engagements
Onboarding checklist, weekly client update, end-of-quarter review — codified once, runs every engagement.
Replaces: Loom recordings of 'how we do it', tribal knowledge
FAQ
Questions agencies ask us
Those are sales CRMs — built to win deals. Desert Labs is a delivery CRM — built for everything after the deal: client management, invoicing, scheduling, and engagement workflows. Many agencies pair Desert Labs with a lighter sales tool (or use spreadsheets for pipeline).
Those PSAs are powerful but expensive and heavy, built for 50+ person agencies. Desert Labs targets boutique shops (1–15 people) who need most of those features without the enterprise weight or price.
Your portal is branded with your logo, colors, and domain (custom domain on Pro). Clients see your brand, not ours.
Yes. Owners, employees, and clients have distinct roles. Granular per-feature permissions are on the roadmap.
Most 5-person agencies fit comfortably on a team plan. We're happy to walk through your setup before you commit — book a demo from the homepage.
Also built for
Grown-up CRM, boutique-sized
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