How many contacts can I store?

Unlimited contacts across all paid plans.

Can clients log into their own portal?

Yes, invite clients to a white-label portal hosted on your custom agency domain.

Can I customize deal pipeline stages?

Yes, customize Kanban stages under CRM -> Settings -> Pipeline Stages.

Does the CRM support recurring retainer invoices?

Yes, recurring monthly or annual invoices via Stripe integration.

Can I assign tasks to team members?

Yes, create tasks with due dates and assign them to specific team seats.

Can I log call notes and emails?

Yes, log activity notes, emails, and call recordings in the deal activity timeline.

Is CSV client import supported?

Yes, import contacts from CSV or HubSpot/Pipedrive exports.

Can I link Lead Scraper jobs directly to CRM?

Yes, 1-click sync pushes scraped leads into your designated CRM stage.

Are contract documents supported?

Yes, upload and store PDF contract agreements under CRM -> Documents.

Can clients view Geo-Grid rank heatmaps in their portal?

Yes, clients can view live interactive heatmaps for their connected locations.

Does the CRM support automated follow-up emails?

Yes, configure automated follow-up rules in the Visual Automation Builder.

Can I track revenue projections?

Yes, the CRM dashboard displays Monthly Recurring Revenue (MRR) and Pipeline Value graphs.

Can team members have limited permissions?

Yes, set role permissions (Admin, Account Manager, Sales Rep) in CRM -> Permissions.

Is mobile responsive?

Yes, access the CRM pipeline on any desktop, tablet, or smartphone browser.

DocsCRM PipelineAgency CRM Pipeline & Client Management

CRM Pipeline8 min read 10 minutes to configure Free CRM included with all paid plans

Agency CRM Pipeline & Client Management

Manage client relationships, track deals, send invoices, and invite clients to white-label portals.

Last updated: 2026-07-20•Platform Version: v2.5.0

Agency CRM Pipeline & Client Management — Official Video Tutorial

Watch this 3-minute video walkthrough to learn setup, parameters, and workflow best practices.

Overview

The CRM Pipeline is built specifically for local SEO agencies. Track client contracts, manage retainer invoices, log communications, and invite clients to custom branded portals.

Features

• Kanban-style deal pipeline • Client contact management • Invoice generation and tracking • Contract and document storage • Team task assignment • Activity timeline • Client portal invitations • Custom pipeline stages

Who Should Use This Tool

Agency Owners

Account Managers

Sales Development Reps

Freelance SEO Consultants

Requirements & Specifications

Credit Cost

0 credits for CRM contacts and pipeline management

Required Fields

API Requirements

None (Optional Stripe integration for invoicing)

Optional Fields

Required Input Fields

Field Name	Purpose	Required	Example Value	Validation & Tips
Client Business Name	Primary contact or organization title	Required	Tampa Bay HVAC Pro	1-100 chars Matches GMB listing title
Contact Email	Primary client billing & portal email	Required	owner@tbhvac.com	Valid email syntax Client receives portal invite at this address
Deal Value / Retainer	Monthly recurring retainer amount ($)	Optional	$1,500/mo	Numeric currency Used for agency ARR revenue forecasting

Output Data Schema

Output Property	Data Type	Description	Sample Value
deal_id	string	Unique CRM pipeline deal identifier	deal_88102
stage	string	Current Kanban pipeline stage	Contract Signed
arr_value	number	Annualized recurring revenue value ($)	18000
portal_magic_url	string	Client white-label login portal URL	https://portal.apex.com/invite/tok_991

End-to-End Workflow

Auto-Import Lead

Click 'Sync to CRM' from Lead Scraper results

Outcome: Contact created in 'New Prospect' stage

Move Stage & Send Proposal

Drag deal card to 'Proposal Sent' stage and attach PDF report

Outcome: Email notification dispatched to prospect

Close Deal & Generate Invoice

Move deal card to 'Won' and click 'Create Retainer Invoice'

Outcome: Stripe invoice link sent automatically

Invite to Client Portal

Click 'Invite Client' in CRM Contact details

Outcome: Client accesses white-label portal

Troubleshooting Guide

Problem: Client portal invite email bounced

Root Cause: Typo in client email address or strict spam policy

Solution: Verify email address syntax and resend invite from CRM -> Clients.

Problem: Stripe invoice sync failing

Root Cause: Stripe API key disconnected under Settings -> Integrations

Solution: Reconnect Stripe account to re-enable automated credit card payments.

Credits, Quotas & Rate Limits

Credit Cost:

0 platform credits for CRM usage

Monthly Limits:

Unlimited deals, contacts, and invoices on all paid plans

Rate Limit:

Standard 1,000 API requests per minute

Recommendation:

Connect Stripe for automated monthly retainer credit card payments.

REST API Reference

POSThttps://api.mapscrapx.com/v1/crm/deals/create

// cURL Request

bash

curl -X POST https://api.mapscrapx.com/v1/crm/deals/create \
  -H "Authorization: Bearer ms_live_secret_key_88921" \
  -H "Content-Type: application/json" \
  -d '{"contact_name": "Tampa HVAC", "email": "owner@tbhvac.com", "value": 1500, "stage": "Proposal Sent"}'

// JSON Response Payload

json

{
  "deal_id": "deal_88102",
  "status": "created",
  "stage": "Proposal Sent",
  "arr_value": 18000
}

Frequently Asked Questions (15)

Click to expand

Yes, the MAPSCRAPX CRM is tailored for local SEO agencies, retainers, rank reporting, and GMB onboarding.

Related Tools

Lead Scraper

Auto-sync scraped prospects into CRM deal stages.

Reports Studio

Attach 100-Point Audit PDF Reports to CRM deals.

White-Label Portal

Invite clients to branded portal dashboards.

Tool Release History

v2.5.0Added automated Stripe recurring retainer billing and client portal magic links.

2026-07-20

8 min read•Last Updated: 2026-07-20

Was this documentation article helpful?