AgencyFlow
“The CRM that doesn't exist anywhere. Except here.”
Starting questionDoes an agency have to fit its work around off-the-shelf software – or can the software fit the agency?
A CRM for agencies and service businesses in the DACH region that brings time tracking, travel expenses under Austrian law, invoicing and tasks into one system. It grew out of an agency's daily work and is used there every day.
Approach
- Austrian rules as a feature, not an exception: daily allowances, mileage rates and the 12-month rule are built in.
- AI as an interface: through its own MCP server, assistants such as Claude or ChatGPT work directly – and with controlled access – with the data.
- Small automations with a big effect – such as emails that turn straight into tasks, or SEPA payment QR codes on invoices.
- Security from the start: row-level access rights in the database, two-factor sign-in and an external security audit.
What we learned
- Modelling a country's and a company's rules precisely takes work off the team that no generic tool can.
- An MCP server turns a database into something you can talk to: questions like “What is still open this week?” no longer need their own dashboard.
- Deliberate scarcity – by request only – keeps the focus on quality rather than growth at any price.