The CRM built for representation agencies.
Manage clients, track the deals you handle for them, and keep commissions, splits and payment status organized in one place.
14-day trial, no credit card.
Your clients, deals and commissions — together.
NeoKivo is the CRM your agency works in day to day: the client you represent, the deal you are handling for them, and the money on it sit on one record — and you decide which roles see the money.
Mara Ellis
Client · creator · default commission 20%
Verano — spring campaign
Negotiation · closes 30 April
Invoice INV-1042 — sent · due in 12 days
Next action — send the countersigned agreement, due Thursday
- Deal value$40,000
- Agency commission — 20% of the deal$8,000
- Kit Nakano — manager, fixed fee off the top$500
- Ana Reyes — agent split$3,750
- Tom Idris — agent split$3,750
The manager’s fee comes off the top; the two agents split the $7,500 left over equally.
Mara Ellis receives
$32,000
Everything you’re handling for one client, on one record.
Each creator, athlete, model or author you represent gets a record of their own: the company behind them, their contacts, how they bill, and the commission you take by default. The deals you close for them sit on that record, with the running total and what they are due to receive. Agencies that sell their own work can simply leave Clients empty; deals work without a client.
- Owner, status and internal reference
- Linked company, contacts and collaborators
- Billing terms and the currency they are paid in
- A default commission rate, copied onto each deal when you link it
- Labels, custom fields and encrypted documents
- An activity feed of everything that touched them
- Their deals, with total value and expected payout
Mara Ellis
Client · creator · default commission 20% · pays in USD
- Verano — spring campaign$40,000
Negotiation
- Halden — product launch$12,500
Won
- Total value$52,500
- Expected payout$42,000
Contacts, linked company, documents, custom fields and the activity feed hang off the same record.
Run the deals you handle for them.
A deal can carry one client or several, each with its own rate and role recorded on the link. Around it sit the stage, value and currency, the owner and co-owners, the brand’s contacts and companies, documents, and any custom fields you need. Work it as a board or as a table. Deals with no client behind them work the same way.
Know what the agency earned — and who gets what.
The client’s rate sets the pool: 20% of a $40,000 campaign is $8,000. A manager, a lawyer or a referrer can claim a fixed amount or a percentage off the top, and what is left goes to the agents on the deal. Reports keep gross and net apart — the value the agency wrote against the commission it keeps — broken down by agent, by client and by who is paying, converted into your reporting currency at daily ECB rates.
- The client’s rate, applied to the deal value, sets the pool.
- Outside payees claim a fixed amount or a percentage first.
- The deal’s agents split what is left equally — or by percentages you set yourself.
- A warning appears when the splits pass 100%.
- What the client receives is the deal value minus the commission.
- Deal value$40,000
- Agency pool — 20%$8,000
- Kit Nakano — manager fee$500
- Ana Reyes — agent split$3,750
- Tom Idris — agent split$3,750
- Mara Ellis receives$32,000
See what’s still outstanding without another spreadsheet.
Record an invoice against a deal, a contact or a company — number, amount, currency, issue and due date — and move it through sent, due and paid as reality catches up. The reports page adds it up: outstanding, overdue, and an aging breakdown from current out past ninety days. NeoKivo does not send the invoice or take the payment. It keeps the record of both, so you can see what is still owed.
Outstanding$28,100
Overdue$10,100
- Current$18,000
- 1–30 days$6,500
- 31–60 days$2,400
- 61–90 days$0
- 90+ days$1,200
- INV-1042 — sent · due in 12 days
- INV-1039 — due
- INV-1031 — paid
Your team doesn’t need to see every number.
Six built-in roles, plus as many of your own as you need. A role without financial access sees no deal values and no commission lines at all, so a junior can work the deal without seeing what the agency makes on it. Per-deal visibility goes further: private, team, pipeline or workspace, checked on every read, so a deal that is not theirs is not there. Role changes, exports and deletions land in the audit log.
- Workspace owner, admin, manager, member, limited member, read-only — plus custom roles
- Deal values and commission lines hidden from a role outright
- Per-deal visibility: private, team, pipeline or workspace
- Teams, and access granted per pipeline
- CSV export gated on its own permission, and audit-logged
- Deleted deals go to a trash you can restore from
Workspace owner
Mara Ellis
Verano — spring campaign · Negotiation
- Deal value$40,000
- Agency pool — 20%$8,000
- Mara Ellis receives$32,000
INV-1042 — sent · due in 12 days
Next action — send the countersigned agreement, due Thursday
Agent · role without financial access
Mara Ellis
Verano — spring campaign · Negotiation
Deal value, commissions and invoices are not shown to this role.
Next action — send the countersigned agreement, due Thursday
Keep every active deal moving.
Give a deal a next action with a date and the Focus view gathers what is overdue, due today and coming up — along with the open deals that have nothing scheduled. A health score marks the ones going quiet. It is a nudge, not a rule. Automations take the routine off you: when a deal changes stage, send the email, create the task, notify a teammate, or ask the agent to confirm before the move goes through.
The rest of what the agency runs on.
Documents encrypted at rest, on deals and on clients. Deals and invoices in their own currency, converted daily for reporting. An AI Copilot that creates and updates records inside your own permissions, and an MCP server so Claude, ChatGPT or Cursor can do the same. A REST API, signed webhooks and a Zapier app. Email sent from your connected Gmail with shared templates, and replies captured back onto the deal. CSV import that de-duplicates on email, custom fields on every record, and a table view for when a board is not enough.
See everything NeoKivo does
One price for the agency. Five seats included.
One price covers your agency’s core team — clients, deals, commissions and reporting all included. Start with a 14-day trial, full product, no card required.
Pro
$29 /mo
billed monthly
$290 /yr
2 months free
Up to 5 seats — then $7/seat/month or $70/seat/year
14-day trial, full product, no card — up to 5 seats. After that your workspace goes read-only (view and export) until you subscribe.
Every feature included — no tiers. AI-suggested next actions are unmetered; Copilot chat runs on 2,000 included credits a month (+400 per extra seat, 500 during the trial), with the option to add more.
Clients & deals
- Clients you represent, with every deal linked to them
- Unlimited deals, contacts & pipelines
Commissions & money
- Agency commission with agent splits & outside payees
- Gross vs net reporting, by agent and by client
- Invoice & AR tracking — what’s outstanding and overdue
- Multi-currency deals, invoices & reporting
Who sees what
- Roles, custom roles & per-deal visibility
- Financial masking — decide which roles see the money
- Encrypted documents & audit log
- Priority support
Follow-up, AI & integrations
- Follow-ups, the Focus view, deal health & automations
- AI-suggested next actions — included, unmetered
- Copilot chat on included monthly credits
- MCP server, REST API & Zapier
- CSV import & export
No credit card to start. $29/mo for your agency’s core five seats, then $7/seat.
Questions, answered
Talent, creator and influencer, model, sports, literary, music — agencies that represent someone and earn a commission on the deals they close for them. If that is how you work, the model will look familiar. A team that sells its own work can use NeoKivo too; Clients simply stays empty, since deals work without a client.
No. You record the invoice — number, deal, amount, currency, issue and due date — and move it through sent, due and paid. NeoKivo then shows what is outstanding, what is overdue, and how the aging breaks down. There is no PDF, no emailing it out, no payment processing: sending and collecting stay wherever you do them today.
The client carries a default rate, and that rate applied to the deal value is the agency’s pool — 20% of $40,000 is $8,000. Fixed or percentage claims for an outside payee, like a manager or a referrer, come off the top first. What is left is split equally between the deal’s agents unless you set the percentages yourself, and a warning appears if they add up to more than 100%. Reports then separate gross from net, by agent, by client and by who is paying.
Yes, at the role level. A role without financial access sees no deal values and no commission lines at all, so a junior can work the deal without seeing the money on it. It is all or nothing per role, though: there is no setting that shows someone their own split while hiding a colleague’s.
Yes. Upload a CSV of clients, deals, contacts or companies; NeoKivo proposes a column mapping, you confirm it — owners and stages included — and import. Contacts are de-duplicated on email so you do not end up with two of everyone. You can export it all again whenever you want.
Fourteen days free, no card, the full product for up to five seats. After that it is $29/mo — or $290/year — for the agency with five seats included, then $7 per seat per month ($70 a year) beyond five. Every feature is in the one plan; there are no tiers to climb.
The suggested next actions are included and not metered. The Copilot that creates and updates records runs on credits: 2,000 a month come with the plan, plus 400 for each seat beyond five, and 500 during the trial — add more if you need them. One caveat: a read-only workspace, such as one whose trial ended without subscribing, cannot run AI.
Yes, self-serve, from your billing settings. You keep your data: the workspace goes read-only so you can still view and export everything, and resubscribing picks up where you left off.
Julien Tielemans — the founder — builds NeoKivo and is personally accountable for it end to end. Support questions go straight to him, not a ticket queue; the about page has the full story of how and why it's built this way.
Run the agency from one place.
Fourteen days free, no card. Then $29/mo for the agency, five seats included.
Start free trial