Agency CRM · New York, NY
The CRM built for New York marketing agencys.
Pitch, contract, deliver, retain — all on one timeline per client. VertaFlow replaces the duct tape between your sales doc, project tool, and proof inbox.
Pipeline · Lead → Discovery → Proposal → Active → Retainer
New York agencies and creative studios and VertaFlow.
New York anchors a metro of roughly 20M residents, and agencies and creative studios are a real part of how it runs. New York hosts one of the densest small-business markets in the world, with concentrations of creative agencies, independent restaurants, and boutique retailers across all five boroughs. Wellness studios, salons, and fitness brands operate at neighborhood scale, where booking, retention, and white-label client experiences matter more than enterprise feature lists.
Northeast agencies tend to run lean and senior — small teams billing high day rates against retainers, often serving regulated clients in finance, healthcare, and higher ed. Margin discipline matters more than headcount, so scope creep on a flat retainer is the quiet killer.
VertaFlow surfaces retainer hours against contract as you log them, so an account lead in a four-person shop sees the margin slipping before the quarter closes — not after. VertaFlow loads a agency template the moment you sign in — the pipeline, records, and language a marketing agency actually uses — so a New York team is running the same afternoon, not three weekends later.
Built for how New York agencies and creative studios actually work
Not a generic CRM with fields renamed. VertaFlow ships the agency pipeline, records, and terminology on day one, so there is no custom-field rebuild before it fits your New York business.
Flat pricing, no per-contact meter
Start free, grow into a paid plan, add seats at a flat $15/mo each. Your New York customer list can grow as large as it likes without inflating the bill — there is no per-contact tax.
30 days free, no credit card
Try the full product for 30 days with no card — 60 days when you add one. Cancel anytime inside the window, no charge. You will know if it fits before you ever pay.
Where agency teams lose time
The same problems, whether you’re in New York or anywhere else.
Three tools to answer one client question
Project status in Asana, files in Drive, invoice in QuickBooks. By the time you stitch the answer together the client has emailed twice.
New client onboarding eats a week
Templates live in Notion, kickoff forms in Google Forms, intake call in Calendly. Every new account is a custom build.
Retainer scope drift goes unnoticed
Account managers do "just one quick thing" twelve times a month and the margin disappears by quarter end.
Proof reviews die in email threads
Round three of revisions with no version history, no approver signature, and one stakeholder forwarding from their phone.
White-label clients see your dashboard
Your reporting tool ships with someone else’s logo at the top. Every screenshot to your client is free marketing for them.
Time-to-value on new hires is measured in months
New project manager learns six tools before they can answer "what stage is the Acme rebrand at?"
How it works
A day in your New York business, run on VertaFlow.
- 01
Inbound lead lands in your pipeline
Web form, referral, or manual entry — every prospect gets a card with their industry, budget range, and source attribution.
- 02
Discovery to proposal in one workspace
Notes from the kickoff call attach to the deal. Build the SOW from a saved template. Send it for e-signature without leaving the contact record.
- 03
Auto-spin up the delivery workspace
Contract signed flips the deal to Active. Project board, deliverable checklist, and client portal generate from your service template.
- 04
Proofs reviewed inside the portal
Client logs into your white-label portal, leaves pinned comments on the design, and approves with one click. Version history stays.
- 05
Retainer auto-renews on schedule
Monthly retainer hours, SEO reports, and invoice all fire on the same date each month. Scope-creep alerts surface when delivered hours exceed contract.
What you get
Built specifically for agency workflows.
Client pipeline with source attribution
Track every deal from referral source through retainer renewal. See which channels actually become long-term clients.
Project workspaces per engagement
Each active client gets a board, deliverable list, and shared file space — scoped so freelancers only see what they need.
White-label portal at your domain
portal.youragency.com with your logo, your colors, your email sender. Your clients never see "VertaFlow."
Proof reviews with version history
Pinned comments on PDFs and images, approver signatures, and full revision trail per asset.
Retainer scope tracking
Set monthly hour budgets per client. Auto-alert when delivered hours hit 80%, before the conversation gets awkward.
Recurring billing with Stripe
Retainers auto-invoice on the renewal date. Failed cards trigger a dunning workflow you customize.
New York agency questions
› We bill mostly retainers, not projects. Does VertaFlow handle that?
Yes — set a monthly hour budget per retainer and logged time rolls up against it, with alerts at 80% and 100%. That is the exact model most Northeast agencies run, and it is the default, not an add-on.
› Does VertaFlow work for a marketing agency in New York specifically?
VertaFlow is a cloud CRM, so it works anywhere with an internet connection — including every neighborhood across the New York metro. This page exists because the agency template fits the way agencies and creative studios run here; the product itself is the same one teams use nationwide.
› Can I migrate from HubSpot, Pipedrive, or Copper?
Yes. CSV import on day one. We will help you map custom fields and contact owners. Most agencies are fully migrated within a week.
› Does white-label work on a custom subdomain?
On the Reseller plan you point a CNAME to us and your clients see portal.youragency.com with your favicon, logo, and email sender domain.
› How do retainers and project work coexist?
Each client can have any mix of active retainers and one-off projects. Hours, invoices, and deliverables roll up at the client level.
› Do my freelancers need their own seat?
Only if they need full access. Add freelancers as read-only guests scoped to specific projects at no charge — they see only what you grant them. If a freelancer needs a full editing seat, it’s a flat $15/mo, the same as any other seat.
Agency CRM in nearby cities
Other New York businesses on VertaFlow
Run your New York marketing agency on a CRM built for it.
Start free — 30 days, no credit card (60 with a card). No migration fee, no per-contact meter, flat $15/mo per extra seat.
VertaFlow Free $0 · paid plans $49–$249/mo — every paid tier includes 30 days free, no card (60 with a card).