Business idea

Published: July 14, 2025
Valuation$100,000,000

Integrated CRM and Project Management for Agencies

AI
SaaS
Essential metrics
3-Year valuation$100.0M
Social impact
Social
Health
Environment
Market$10.0B
MVP cost$700,000
Full version

Business Idea Concept.

Mid-sized agencies often struggle with a disconnect between client acquisition and project execution due to disparate CRM and project management tools. This integrated platform addresses this by unifying sales and delivery processes.

Users benefit from seamless transition from sales to project management, minimized miscommunication, and improved efficiency with one system. Features include project outcome forecasting and resource allocation via AI, allowing for better decision-making and project planning efficiencies.

Innovation at the Core.

"Mid-sized agencies often face challenges using disconnected CRM and project management tools, leading to inefficiencies and miscommunication. Our integrated platform bridges this gap by unifying sales and delivery processes in a seamless workflow. With a projected TAM encompassing thousands of agencies worldwide and the combined CRM and project management markets reaching multibillion-dollar scales, this solution delivers essential efficiency and communication improvements for growing agencies."
Learn more about the innovation

User Persona.

Agency Directors

User persona #1

Profile

Agency Directors responsible for overall business strategy and operations.

Need

To streamline operations and ensure alignment between sales and project delivery.

Challenge

Switching between multiple tools leads to inefficiencies and miscommunications.

Project Managers

User persona #2

Profile

Managers overseeing project timelines, team assignments, and deliverables.

Need

A clear overview of projects aligned with client objectives.

Challenge

Limited visibility into initial sales promises complicates project planning.

Sales Teams

User persona #3

Profile

Teams working on acquiring clients and closing deals.

Need

Access to project outcomes to upsell or manage expectations with context.

Challenge

Lack of connection between closed deals and the execution phase.

Clients

User persona #4

Profile

Clients receiving service delivery from agencies.

Need

Transparency in project progress and deliverables.

Challenge

Difficulty in accessing real-time updates about their project status.

Finance Teams

User persona #5

Profile

Teams managing budgets, profits, and resource allocations.

Need

Insights into project profitability and resource utilization.

Challenge

Disparate systems make data aggregation and analysis cumbersome.

Key Features.

Streamline the agency process by integrating CRM and project tracking in a single interface, enhancing operational alignment.
Automate project setup including team assignments and timelines directly from won deals, ensuring all details carry over accurately.
Predict project outcomes using AI, such as budget trends and timeline estimations based on historical data.
Clients can access a dedicated portal to view project progress, upload assets, and provide feedback, reducing communication gaps.
AI matches available resources to project needs based on skills and workload, optimizing team efficiency.
Projects feed financial data back into the CRM to provide insights for account managers, enhancing future client proposals.

Market Size.

TAM
$10 billion
SAM
$2.5 billion
SOM
$750 million

MVP Cost Short
Breakdown.

Research & Development

Includes prototyping and feature development.

$200K$300K

Component/Material Sourcing

Infrastructure for the SaaS platform.

$50K$100K

Design & Branding

User interface and marketing design.

$70K$120K

Initial Production / Build

Setting up initial deployment infrastructure.

$300K$400K

Testing & Certification

Performance and usability testing.

$80K$100K

Total

MVP ready for demonstration and pilot studies

$0.7M$1.0M
Project Evaluation After 3 Years.
Based on optimistic projections focusing on adoption scaling and market capture.

$100.0M*

Predicated on successful market penetration and scaling.

*These are rough estimates. For more precise calculations, generate a Business plan based on the chosen Business Idea.

Key cost drivers (variable by industry)
Revenue and Revenue Multiple
EBITDA and EBITDA Multiple
Company DCF for 7 years
Proprietary technology or IP

Major Competitors.

Competitors offering CRM and project management tools individually but not often fully integrated.

1

Asana

A versatile project management tool that helps teams organize, track, and manage their work effectively.
2

HubSpot

A CRM platform that includes marketing, sales, and customer service integrated tools.
3

Monday.com

A work operating system allowing teams to manage tasks and processes visually.
4

ClickUp

An all-in-one project management software that caters to diverse uses like task management and goal tracking.
5

Salesforce

A leading CRM solution that provides sales, service, and marketing tools together.

Why Integrated CRM & Project Management for Agencies?

Combining CRM and PM reduces redundancy and improves efficiency.
Ensures alignment between what’s promised and executed.
Data feedback mechanisms keep everyone informed.
Enables informed decisions via project forecasting and resource allocation.
Single system reduces the need for multiple licenses and integration costs.
Highlights reasons to adopt this unified solution.

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