ElitJohns One CRM · Agency & Services

Run your agency in one workspace

Clients, quotes, branded invoices, projects your clients can follow live, timesheets, expenses, payroll and department budgets. Built for digital agencies, consultants, studios and professional services. No POS, no stock.

No per-user fees Works offline Windows, Android & web
Built in

Everything an agency needs,

No add-ons and no per-module pricing.

Clients & CRM

Every client with contacts, notes, projects, invoices and what they owe.

Quotations

Professional quotes clients accept online, converted to invoices in a click.

Branded invoices

Your logo and colours, a link to view or save as PDF, sent by WhatsApp or email.

Client progress links

Each client follows their project live: progress, milestones and your updates.

Projects & tasks

Milestones, a task board, budgets and deadlines for every project.

Time tracking

Log billable hours and turn them into invoice lines.

Expenses & payments

Track spending, bill it back to clients, and see every payment received.

Department budgets

Set a yearly budget per department and watch actuals against it.

Agreements

Service agreements clients read and accept on a link.

Reports

Invoiced, collected, outstanding, expenses and net, by month.

AI assistant

AI-Powered

Ask about invoices, clients or projects in plain English.

HR & payroll

Team members, payroll with statutory deductions, leave and attendance.

The full

Clients & sales

  • Client records with contacts, notes and full history
  • Quotations clients accept online
  • Turn an accepted quote into an invoice in one click
  • See what every client owes at a glance

Invoicing & payments

  • Branded invoices with your logo and colours
  • Discounts, tax, multi-currency
  • Recurring invoices for retainers, hosting and maintenance
  • M-Pesa, bank and card payments recorded against each invoice
  • Automatic draft → sent → part paid → paid → overdue

Projects & time

  • Projects with milestones, tasks and budgets
  • A live progress link for each client, no login
  • Timesheets: billable and non-billable hours
  • Turn unbilled hours into an invoice line

Finance

  • Expenses by category, billable to a client or project
  • Yearly budgets per department
  • Profit & loss, balance sheet, cash flow
  • Payments ledger across all clients

People

  • Team members and departments
  • Payroll with PAYE, NSSF and SHIF
  • Leave and fingerprint attendance
  • Roles and permissions

Agreements

  • Contracts and service agreements per client
  • Clients read and accept on a shareable link
  • Accepted date recorded for your records

Ready to run your agency on ElitJohns One?

Create your workspace in minutes. Choose Agency & Services when you set up your business.

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