Closed Beta Access by invitation →

Cleo: CRM and marketing for agencies

Clients, campaigns and sales.
One platform.

Launch campaigns, track every deal and automate follow-ups. All your clients in one place.

  • Unlimited sub-accounts
  • Unlimited members
  • All features included
Request beta accessSee the product

Closed beta. Request access and we'll contact you when a spot opens.

Scroll
Clients✦Campaigns✦Retainers✦Proposals✦Invoices✦Reports✦Automations✦Pipelines✦Clients✦Campaigns✦Retainers✦Proposals✦Invoices✦Reports✦Automations✦Pipelines✦

From campaign to follow-up.

  1. Campaign

    Reach your audience

  2. Lead

    Capture contacts

  3. Pipeline

    Track deals

  4. Follow-up

    Automate messages

Runs on infrastructure that scales

Cloudflare WorkersAWS global networkR2EU data residencyCloudflare WorkersAWS global networkR2EU data residency
The product

Your entire agency, at a glance.

$248k
1,204
38%
Features

Everything you need. Nothing you don't.

Unified client inbox

Email, chat and social threads collapse into a single conversation timeline per client.

Visual pipelines

Drag retainers and projects through customizable stages with automation at every step.

AI copilot

Drafts proposals, summarizes client calls and flags the accounts that need attention today.

Realtime reporting

Campaign ROI, retainer revenue and client health dashboards that update live — no spreadsheet exports.

132
members in the closed beta
100K
contacts migrated into Cleo
700M+
tokens of generated contents
FAQ

Questions? Good.

Can I bring my existing contacts — and leave with my data?

Both. CSV import is built in, and you can export everything anytime as CSV or JSON. Your data is yours — even if you close your account.

Can I manage multiple clients under one login?

Yes — one login, as many sub-accounts as you need. You can grant anyone access to specific sub-accounts only, so teammates and clients see exactly what they should.

What does the subscription include?

Your monthly subscription includes all features, unlimited sub-accounts and unlimited members. Email and other usage-based services are charged separately through credits, based on what you use. Unlimited accounts and members do not mean unlimited email sends.

Closed Beta · Invite only

Get early access, shape what ships

We're onboarding agencies in small cohorts through an invite whitelist. Request access and we'll reach out when your spot opens.

Request beta access →