CRM, meetings, invoices and automation for service agencies.
CRM, projects, meetings, proposals, invoices, automation and reporting for agencies and consultants.
Capture leads and book discovery calls
CRM, projects, meetings, proposals, invoices, automation and reporting for agencies and consultants.
Follow up proposals
Keep client communication in context
Track invoices and projects
Track delivery and revenue
Report on pipeline and delivery
Connect CRM, meetings and invoices
Benefits
Recommended automations
Common integrations
Running agencies should not feel this hard.
The old way
Disconnected tools, manual admin and missed visibility.
The Medzelo way
One connected workspace for daily work and growth.
Start with the right defaults.
Industry profiles control public copy, terminology, module relevance, onboarding defaults, template packs and AI safety settings.
Agencies FAQ
Can agencies hide clinical modules?+
Yes. Clinical records, prescriptions and medical store are hidden by default for agency workspaces.
Can Medzelo support proposals and invoices?+
The agency profile focuses on CRM, meetings, project/session workflows, invoices and follow-up.
Can teams use automations?+
Yes, when the automation and communication foundations are configured.
We can set it up for you
Paid acquisition: Google, Meta and TikTok campaigns built for qualified enquiries. Delivered by the Medzelo Growth Services team.