For IT and web agencies
The CRM for IT and web agencies that renew domains and hosting
A website is rarely the last thing you sell a client. Domains, hosting, email accounts and maintenance come round every year, and each one is money you are owed. Keep them, the projects that start them and the invoices that settle them in one place.
- 14-day free trial
- No payment to start
- Pay by bKash or bank
shaplafoods.com.bd
Domain · Shapla Foods
৳1,850.00
in 10 daysFirst reminder sent
30 days before · by email
Second reminder sent
15 days before · by email
Final reminder
7 days before · in 3 days
Renewal date
Anything unpaid is followed up
Your domain renews in 15 days
Sound familiar?
What gets in the way for IT agencies
Renewals that lapse unnoticed
A client’s domain expires, their site goes down, and the first you hear of it is an angry call.
Costs in dollars, prices in taka
Hosting and domains are bought in US dollars and sold in taka, and nobody knows the margin any more.
Payments scattered across bKash and the bank
Half the project paid by bKash, the rest by bank, and a spreadsheet that never quite matches.
How it helps
Everything in one place, built for how you work
Every domain and hosting plan with its date
Reminders go to the client 30, 15 and 7 days ahead of a yearly renewal by email, and by SMS on Growth and Agency if you connect a gateway. A lapsed renewal is chased a set number of times, then waits for you.
More about renewalsThe margin on every renewal
Record the vendor cost in dollars beside the client price in taka, and see what each cycle earns.
More about renewalsProject invoices that get paid
Invoice the build in milestones, with your bKash, Nagad and bank details on each invoice, and record part payments as they arrive.
More about invoicingClients who can look things up themselves
Each client sees their services, renewal dates and invoices in their own portal, and reports a payment there with its transaction ID.
More about client portal
How it fits in
An ordinary month, start to finish
No installation and nothing to download: it runs in the browser on a laptop or a phone.
- Step 1
Add your clients and their services
Each client’s domains, hosting and email accounts, with the price, the vendor cost and the next renewal date.
- Step 2
Let the reminders run
Switch off test mode in settings, and clients hear about each renewal well before the date. You see who has paid, who has promised and who to call.
- Step 3
Invoice new work by milestone
A redesign at fifty per cent up front and the rest on launch, each milestone its own invoice.
- Step 4
Check payments against your statement
Approve what clients report in the portal once it shows on your bKash or bank statement.
FAQ
Questions about the CRM for IT agencies
What owners like you ask before they start a trial.
Something else? injamam@deenlytics.com
Can I import my existing clients and domains?
Add them from the clients and renewals pages, with each service’s next date. Once a service is in, its reminders follow on their own from the next cycle.
Does it register or renew domains for me?
No. It keeps track of every domain and hosting plan you manage, reminds your clients, and records what was paid and what you paid the vendor. You renew with your registrar or host as you do today.
Can the client see their renewal dates?
Yes. Each client’s portal lists their services with the next renewal date and price, and lets them report a payment or ask to cancel.
Other kinds of agency
Run a different kind of agency?
- For design studiosFor branding and design studios that bill by project and by milestone.Read more
- For video productionFor video and production houses with shoots, edits and costs to bill and recover.Read more
- For marketing agenciesFor digital marketing agencies with monthly retainers and a steady flow of new enquiries.Read more
Try it with your own clients for 14 days.
Setting up takes a few minutes, and no payment is needed to start.