Leads, follow-ups, email outreach, client projects and invoices in one workspace - with a portal where your clients see exactly how their work is going.
Welcome back
Your agency's workspace
148
23 new this month
6
2 overdue
4
from your leads
₹12.6L
across 41 open leads
New leads - last 12 months
Leads by status
Why one system
As an agency grows, sales, delivery and billing end up in different tools. Vridesk brings them into one workspace your whole team shares.
Without one system
With Vridesk
Features
Vridesk follows the way an agency actually works: win the client, do the work, show the progress, get paid.
Add leads one by one or upload a CSV. Each lead carries its status, source, owner, expected value and next follow-up date, and the Deals board shows the whole pipeline by stage.
Connect your email once. Campaigns go out in your name, and replies from leads show up in the Inbox, matched to the right lead.
Schedule a follow-up for every new lead, get an email when a follow-up is overdue, or remind a client about an overdue invoice.
Give each client a login. They see their projects, every task with its status, how much is done and their invoices - only their own, and view-only.
Product
A closer look at the screens your team uses every day.
01Sales
The Deals board shows each lead as a card under its stage. Drag a card to move it, and overdue follow-ups stand out in red.
Deals
Sample dataContacted
2 - ₹1,40,000
Rahul Sharma
Sharma Traders
₹80,000
Follow-up 12-Oct-26
Priya Mehta
Mehta Foods
₹60,000
Proposal Sent
2 - ₹2,25,000
Arjun Nair
Nair Interiors
₹1,50,000
Follow-up 09-Oct-26 (overdue)
Sneha Rao
Rao Clinics
₹75,000
Won
1 - ₹1,20,000
Vikram Singh
Singh Motors
₹1,20,000
02Outreach
Write one email, personalise it with each lead's name and company, and send it from your own mailbox. Replies arrive in the Inbox.
Campaigns and Inbox
Sample dataWebsite offer - new leads
A quick idea for {{company}}
38
Recipients
36
Sent
2
Failed
Arjun Nair
Re: Proposal for the showroom website
Priya Mehta
Re: A quick idea for Mehta Foods
Rahul Sharma
Re: Following up on our call
03Client work
Create projects and tasks for each client. As your team updates a task, the client's portal shows it.
Your Agency - Client Portal
Singh Motors
Website redesign
In Progress04Billing
Add line items and a tax percentage, and the totals are worked out for you. Numbers are assigned automatically and unpaid invoices turn Overdue after their due date.
Invoice
INV-0007
From
Your Agency
Billed to
Singh Motors
Your client sees this invoice in their portal
Solutions
Each part does one job well, and they all share the same leads and clients.
Every enquiry in one list
Add or import leads with status, source, owner, expected value and a next follow-up date.
Your pipeline at a glance
A board of every lead by stage. Drag a card to move it forward.
Nothing slips through
Overdue, today and upcoming follow-ups, with a history of what was done.
Outreach with replies
Email campaigns from your own mailbox, and replies from leads in one inbox.
Rules that work for you
When a lead is added, replies or is won, or a follow-up or invoice is overdue, do the next step automatically.
Delivery your client can see
Projects and tasks per client, with progress shown in their own portal.
Know what you are owed
Invoices with tax and due dates, plus reports on sources, campaigns and each client.
All of it, ready the moment you sign up.
Start free trialWhy teams switch
What changes when sales, delivery and billing live in one workspace.
Every lead has an owner and a next follow-up date, and overdue ones are the first thing you see.
Clients open their portal and see what is done and what is pending, instead of asking your team.
Each campaign records who it reached and who replied, and reports show which lead sources turn into clients.
Outstanding and overdue amounts are totalled for you, per invoice and per client.
Add team members and everyone works on the same leads, clients and projects - separate from every other agency on Vridesk.
How it works
From signup to a pipeline, client projects and paid invoices.
Sign up with your name, email and a password. Your CRM is ready straight away.
Add leads by hand or upload a CSV, then connect your mailbox to send campaigns and receive replies.
Move deals along the pipeline, then set up the client, their projects and tasks, and give them a portal login.
Raise invoices, see what is unpaid, and read the reports. Add your team as the work grows.
Pricing
Every plan includes the whole CRM and a 7-day free trial with full access.
For a solo owner or a small team.
Start 7-day free trialFor a growing agency.
Start 7-day free trialFor a large team.
Start 7-day free trialQuick answers to the questions we get the most. Can't find yours? Visit the Help Centre or contact us.
Vridesk is a CRM for agencies. It keeps your leads, follow-ups, email campaigns, replies, clients, projects and invoices in one workspace, and gives each of your clients a portal where they can see how their work is going.
Agencies and service businesses that win clients, deliver projects for them and bill them - and want sales, delivery and billing in one place instead of spreadsheets and separate tools.
Sign up with your name, email and a password and you get 7 days of full access - no card needed to start. When the trial ends, the workspace is locked until you choose a plan; your data isn't deleted.
You connect your own mailbox once in Settings (your email address, its password and your provider's mail servers). Campaigns and automation emails are then sent from that address, and replies from your leads appear in the Inbox. Until a mailbox is connected, Campaigns and the Inbox stay switched off.
You set a portal password for a client and share it with them. In the portal they see their own projects, each task with its status, and their invoices. It is view-only, they never see another client's work, and draft invoices stay hidden.
The workspace owner adds team members directly from the Team page with a name, email and password - no invite email is sent. A member can use the whole CRM of your workspace unless you give them a role that limits it; only the owner manages the team, roles, the mailbox and the plan.
Yes. Every lead, client, project, invoice and campaign belongs to one workspace, and no other agency can open it. Passwords are hashed with argon2id, the mailbox password you connect is stored encrypted, and every sign-in is a per-device session you can end at any time.
Yes. Upload a CSV on the Leads page; you see a preview of which rows will be imported and which will be skipped before anything is saved. Leads whose email already exists are skipped.
Yes. Choose or change your plan from the Subscription page inside Vridesk. Starter, Growth and Scale differ by how many team members you can add; every plan includes the whole CRM.
Get in touch with the Vridesk team and take the first step toward running your agency from one place.
vridesk@vriyox.comProduct updates and tips for running an agency, straight to your inbox.
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