Jeanus
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Jeanus for agencies

The agency CRM with proposals, projects and AI. Without HubSpot prices.

A new-business pipeline and live project tracking on separate boards, talking to each other. AI drafts proposals in your house style. AI prospect finder shortlists new client targets from a brief. Client portal for briefs and approvals so creative reviews don't live in your inbox. Standard from £49/month with unlimited team members.

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What you get for agency.

The five features that matter most for your shape of business, with concrete claims you can verify on a 30-day trial.

Multi-pipeline (new biz + projects)
Track sales prospects and live client work on separate kanban boards. Convert a won lead to a project with one click; the project gets its own pipeline with creative + delivery stages.
AI proposal drafts + prospect finder
Type the brief in plain English; AI returns a structured proposal you tweak and send. House style baked in via your tenant AI context document. AI prospect finder shortlists new client targets from one sentence ("design-led ecommerce brands in the Cotswolds") with real names and reasons.
Find marketing directors + brand managers
Click "Find emails" on any prospect company → returns verified emails for the people who actually buy agency services: marketing directors, brand managers, heads of growth. Job titles and confidence scores included. Saves into the lead, ready to brief.
New capability launch - ranked client list + drafted emails
Just added video editing to your offer? Type the new capability, Jeanus ranks every client in your book by who's most likely to want it - based on the sectors they're in, the work you've done with them, and what they've briefed before. Tier filter: who's a HIGH match, who's MEDIUM, who's nothing. AI then drafts a different email to each one referencing the specific project you ran for them - "we shot the spring campaign for you in April, the new video edit would extend it into the summer wave". 30 clients, 30 seconds, every email unique. Replaces design-led ESP tools for high-intent BD outreach.
Client portal for briefs
White-labelled portal where clients see what you're working on, drop new briefs, approve creative, message their account lead. No more email-thread version-control wars.
Client projects delivery board
Kanban or milestone boards for the work after the deal closes. Task-level client visibility toggle (some tasks are internal-only), one-click approvals on shared tasks, internal notes with @mentions, file upload from both sides. Clients see only what you show them; the timeline lives with the client not in your inbox.
Sequences for outreach
Multi-step warm-up email cadences with reply detection. Sends pause the second a prospect replies. Pre-built templates for cold outreach to decision-makers in specific sectors.
Custom fields per client
Brand guidelines, billing contact, monthly retainer, SLAs, primary stakeholders. Live on every client record and surfaced on every quote and brief.
Retainer margin sign-off
Account director pitching a retainer below your firm-wide minimum margin? Request routes automatically to a partner for sign-off. Audit trail kept, no Slack DM approvals.

Common questions from agency buyers.

How do you handle retainer clients vs project-only?

Custom fields on the customer capture the engagement model (retainer / project / one-off). Quote templates surface different defaults; reports separate retainer ARR from project revenue. The kanban delivery board has different stages per engagement type.

Can we track creative reviews + approvals?

Client portal supports brief attachments + a comment/approval thread per brief. Email notifications go to the right account lead. Activity timeline records who approved what + when. Full handover audit trail for new project managers picking up an account.

What about time tracking + utilisation?

Not in the standard product. Most agency tenants run Harvest / Toggl / Float separately and pipe their utilisation data into Jeanus via CSV or the bespoke build path. We model the relationship; the actual hour-tracking lives where it already does.

Can we white-label the whole portal?

Yes - tenant CMS handles the branding, copy, logo, colours, and the public-facing pages (about, why us, help, team). Custom domain via Vercel is part of bespoke. Email sends route from your own Microsoft 365 OAuth via the rep's own mailbox so recipients see your name.

Terminology that fits your shop. Out of the box, Jeanus calls them "leads" and "clients" in your nav, your dashboard, your reports, your emails. You can change either in Settings → Workspace at any time.
FAQ

The questions buyers actually ask.

Honest answers to the ones we hear most.

Not yet, and no. Today the AI drafts, summarises and advises in single-turn calls - it doesn't take multi-step actions autonomously. Agentic flows are on the roadmap. We don't train models on your data either; your customer data never leaves your tenant. What learns over time is the per-tenant AI context document where you teach the AI your house style and terminology.

Try Jeanus on your own agency data.

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