GroupCRM for agencies

Every client group, one dashboard

Run lead capture and approvals for all your client communities with per-group rules, per-group sheets and integrations, and reports you can show clients.

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Juggling a dozen Facebook tabs every morning
Clients asking where the leads are
Different rules and email tools per client

What changes with GroupCRM

Per-group everything

Separate rules, messages, sheets and integrations for each client group.

Proof for clients

Activity log, analytics and CSV exports you can share with each client.

Unlimited groups

One flat $49/mo on Unlimited, or white-label GroupCRM under your brand.

A setup that works for agencies

Copy these into your group and GroupCRM. Adjust to taste.

Membership questions

Paste into Facebook → Membership questions

1. What does your business do, and who do you serve?
2. What's your current monthly revenue range? (optional)
3. What's the best email to send you our client-acquisition playbook? (We'll also send occasional group updates; unsubscribe anytime.)

Rules in GroupCRM

Group settings → Criteria

• Mode per client: capture-only first week, then auto
• Require email for lead-gen clients
• Location filter for local clients
• Webhook to each client’s CRM

Welcome DM

Messages → Welcome template

Hi [first_name], welcome to [group_name]! I'm [admin_name], one of the admins. Start with the pinned post, then say hi in this week's intro thread. Glad you're here.

More templates · Test a join request · Integrations

Built for agencies who'd rather be growing than approving

Try every feature free for 7 days.

7-day free trial · 30-day money-back guarantee · Cancel anytime