Agency CRM template: clients, projects, and delivery

What the Agency template includes

Agencies need client accounts, active projects, services, invoicing, and follow-up tasks - not a generic sales pipeline.

In SchemaDesk, the Agency template seeds Clients, Projects, Services, Invoices, Tasks, and Activities on the shared engine. Add fields or objects later without leaving the platform model.

Seeded objects

These are the objects every new Agency workspace starts with. Extend the schema when you need more commercial or delivery detail.

• Clients: account name, email, website, industry, phone, status, owner
• Projects: budget, stage pipeline, probability, dates, owner
• Services: rate card items you can link to projects
• Invoices: number, amount, status, due date
• Tasks and Activities: follow-ups and timeline history

How SchemaDesk templates and seeds work

SchemaDesk agency templates create metadata, not a locked agency silo. Objects and relations are seeded so your workspace starts opinionated and stays editable.

That design matches how agencies actually evolve: new service lines become new fields or objects instead of new spreadsheets.

Projects, invoices, and client context

Projects track delivery with a stage pipeline and budget. Invoices track billing status. Clients tie the work together so account history stays in one place.

What to customize after install

Add custom fields, objects, or views when a service line needs more structure. Start with the seeded clients and projects, then grow the schema as volume increases.

SchemaDesk lets that expansion happen as ordinary schema configuration on the shared object engine.