Why Vridesk

Why agencies choose Vridesk

One workspace for leads, follow-ups, outreach, client projects and invoices - with a portal where your clients see their progress.

Six reasons

Everything you need. Nothing you don't.

Built by an agency founder - every feature solves a problem an agency actually faces.

A pipeline you can see at a glance

Every lead sits under its stage on the Deals board, with its value, owner and next follow-up date.

Six stages from New to Won or Lost
Drag a card to move a deal forward
Count and total value shown per stage
Add leads one by one or import a CSV

Follow-ups that do not get forgotten

Vridesk works out what is overdue, due today and coming up, and keeps a history of every follow-up you log.

Overdue, Today and Upcoming lists
Log what happened and set the next date in one step
On-time and late follow-ups shown in reports
A reply from a lead makes its follow-up due today

Outreach from your own mailbox

Connect your email once. Campaigns go out in your name and replies land in the Inbox, matched to the lead.

Personalise with each lead's name and company
Send a test to yourself first
Sent and failed recorded for every lead
Automations for new leads, replies and overdue items

Clients who can see their own progress

Give a client a portal login and they see their projects, each task's status and their invoices - nothing else.

Progress shown as tasks done out of total
Overdue tasks are flagged
View-only, and only their own work
Draft invoices stay hidden

Ready the moment you sign up

7-day free trial with full access
No credit card required to start
Add your team straight from the Team page
Every plan includes the whole CRM

Your agency's data, kept separate

Every lead, client and invoice belongs to your workspace only, with sensible security defaults already in place.

Each workspace's data is isolated from every other
Argon2id password hashing
Your mailbox password is stored encrypted
Per-device sessions you can end from anywhere

See the difference

How Vridesk compares

Spreadsheets do not remind you. Separate tools do not talk to each other. Vridesk keeps the whole client journey together.

Feature	Spreadsheets	Separate tools
Leads, clients and invoices in one place
Overdue follow-ups flagged for you
Replies matched to the lead
A portal where clients see progress
Invoices that turn Overdue on their own
Whole team on the same data
Free trial, no card required	N/A	N/A

Partial = feature exists but requires significant configuration or add-ons.

Security & trust

Sensible security, out of the box.

Every Vridesk workspace is isolated. Argon2id password hashing, per-device sessions and rate-limited sign-in protect your agency without any configuration.

Your data stays yours

Every lead, client and invoice belongs to your workspace only. No other agency can open it.

Control every active session

See every device logged in to your account. Revoke access instantly - one device or all at once - from anywhere.

Passwords protected for real

Credentials are hashed with industry-standard cryptography. Even in a worst-case scenario, your passwords stay safe.

Built-in attack protection

Auth endpoints are rate-limited out of the box. Brute-force attempts are blocked automatically - no setup needed.

Getting started

Three steps to a running CRM

1
Sign up
Enter your name, email and a password. Your workspace, with the whole CRM, is created in one step.
2
Bring in your leads and team
Import your leads from a CSV, connect your mailbox, and add your team members.
3
Run your client work
Follow up, win deals, deliver projects your clients can track, and raise invoices - all from one place.