Client portal software designed for agencies
Clients submit requests, share files and pay invoices in a portal under your brand, while your team manages projects and billing behind it.
One platform
Everything you need to run your agency
From client onboarding to the final invoice, run client work in one place instead of a project tool, a file-sharing app and a separate invoicing tool.
A typical request: the client submits it in your portal, your team works it on the request board and delivers the files there, the client approves them (Pro) and pays the invoice by card through Stripe or PayPal. Watch a demo for your agency type.
Client portal
Give every client a login on your own domain, with your logo and colors. They submit requests, download files and pay invoices in one place. Approvals and proofing are on Pro.
Billing and payments
Send invoices, run recurring subscriptions and sell service packages with Stripe and PayPal checkout. Automated payment reminders go out before and after the due date. Credit-based and hourly services are on Pro.
Project management
Client requests land in one queue. Your team works them in list or Kanban view with statuses, checklists and comments, and on Pro can log time against each request with a timer.
Client CRM
See each client's invoices, requests, messages and files from one profile. Add custom fields so your team has the context before every call.
Messaging
Keep client conversations next to the work instead of in scattered email threads. Clients and your team share files and feedback in context, with email notifications for new replies.
Analytics
Track revenue, payments, request volume and response times in reports. Profitability and team performance reports are on Plus.
Billing and payments
Invoice, collect and chase payments in one place
Send invoices, sell services through checkout order forms and run recurring subscriptions, with payments through Stripe and PayPal. Credit-based and hourly services are on Pro.
Invoices and recurring billing
One-off invoices, subscriptions and late fees
Multiple payment gateways
Accept payments securely with Stripe and PayPal
Payment reminders
Scheduled reminders before and after the due date
Financial reporting
Revenue and payment reports, plus profitability on Plus
Client portal
A client portal under your own brand
Every client gets a login on your domain, with your logo and colors. They submit requests, download files and pay invoices there instead of in email threads. Plus removes the "Powered by" label for a fully white-label portal.
Your branding
Logo, colors and custom domain on every plan
Client onboarding
Invite clients by email and guide their first steps
Unified access
Requests, files and invoices behind one login
Permission-based access
Clients see only what you share with them
Project management
Every client request in one queue
Clients submit requests from the portal, and your team works them in list or Kanban view with statuses, checklists and comments. On Pro, requests can be auto-assigned and tracked against SLAs.
Request forms
Clients brief you through your own forms
Multiple views
List and Kanban boards
File proofing
Versioned proofing and annotation on Pro
Task management
Statuses, checklists and assignees
Time tracking (Pro)
Track billable hours where the work happens
When hours are logged in one tool and invoiced from another, some never make it onto an invoice. On Pro, your team logs time on the same requests you bill for.
Timers on every request
Start a timer on any client request, or add a manual entry for time you forgot to log.
Hourly services
Sell hourly services alongside fixed-price and credit-based ones, so clients buy time the same way they buy anything else from you.
Timesheets linked to billing
Requests link to invoices, and timesheet reports export to PDF when a client asks what they paid for.
Profitability by service (Plus)
Compare revenue with time spent per client and service, then use the numbers to price your next proposal.
Client CRM
Every client's history in one profile
Each client profile links to their invoices, requests, messages and files, so anyone on your team can pick up an account with the full context.
Client profiles
Invoices, requests, messages and files linked to one profile
Services and payments
See active subscriptions, outstanding balances, and payment history at a glance
Messaging
Conversations sit next to the work they are about
Custom fields
Track industry, contract type, renewal date, or any detail your team needs before every call
Notes and files
Log meeting notes, attach contracts, and keep every client file in one searchable place
Reports
See revenue, workload and response times
Reports cover revenue and payments, request volume, response times and time tracked, with export when you need the raw data.
Plus adds profitability reports (revenue against time spent per client and service) and team performance reports. The figures below are example values, not customer data.
Revenue
Track revenue across all projects and clients
Client ratings
Ratings clients leave on completed work (Pro)
On-time delivery
Requests completed within their SLA (Pro)
Team performance
Completion rates and response times by person (Plus)
Connect the tools you already use
Take payments through Stripe and PayPal, send notifications to Slack, and embed live chat from Intercom, Zendesk or HubSpot in your portal. Zapier, the API and webhooks are on Plus.
See all integrationsUse cases
Built for every type of agency
SEO agencies, design studios and IT consultancies use the same portal, requests and billing, set up around their own services.
Design agencies
Proofing, annotation and Brand Hub for creative work (Pro)
Digital marketing
Retainers, recurring requests and client reports
Video production
Frame-accurate video annotation and versioned approvals (Pro)
Content agencies
Briefs, drafts and approvals in one request
SEO agencies
Monthly retainers, deliverables and client reporting
IT agencies
Tickets, SLA tracking and email piping (Pro)
Branding and identity studios
Logo and identity projects with Brand Hub and approvals (Pro), on the design agencies page
Social media
Content calendars run as recurring requests
Consulting firms
Proposals, contracts, hourly billing and time tracking
“I've used quite a few agency solutions over the last couple of years; Moxie, AgencyHandy, Orchestra, etc. but I haven't felt this excited about a tool until I started using AgencyPro. I love how clean the interface is. The widgets give great info at a glance, and the menus and settings are well-defined. Everything feels spot on.”
“What has made my experience with AgencyPro great is how thoughtfully the whole platform is put together. It replaces the patchwork of tools we used to rely on with one cohesive system. The automated invoicing and payment reminders saved us a ton of time.”
“AgencyPro feels built by people who truly understand agencies. Setting up services and order forms is straightforward, and the upsells, discounts, and flows are detailed but still easy to use. I hit a couple of small bugs, but the team fixed them quickly, and the roadmap looks seriously promising.”
“The custom branding feature is my absolute favorite part — it allows me to invite clients to a portal that looks and feels like my company, not third-party software. This seamless branding has significantly increased my clients' trust.”
“I jumped into this product yesterday and I am thrilled to say I like it. Its easy to navigate around and update services, requests and my biggest reason for buying...reports. The AgencyPro team did a great job and I look forward to the updates that are on the road map.”
“Agency Pro is a truly comprehensive CRM that goes beyond client management by seamlessly combining ecommerce for selling services in one platform. The ability to package, sell, and manage subscriptions directly makes workflows incredibly efficient and scalable.”
“I recently switched to AgencyPro.app to simplify my operations, and the cost savings from using just one tool instead of many have been significant. The standout feature for me is the ability to sell productized services seamlessly within the CRM. Highly recommended for agencies looking to grow.”
Read customer stories to see which tools agencies replaced and how they set up AgencyPro.
Explore AgencyPro
Resources, tools, and guides to help you run a more profitable agency
Blog
Agency growth guides, pricing strategies, and operational tips
Use Cases
See how agencies in your industry use AgencyPro
Customer Stories
Tools agencies replaced, how they set up AgencyPro and what changed
Solutions
Invoicing, CRM, time tracking, and more by feature
Software Comparisons
AgencyPro vs monday.com, Asana, ClickUp and dozens more
Alternative Tools
Compare AgencyPro with competitors by industry
Best Software Lists
Shortlists of agency tools by category, with pricing
Free Tools
Calculators and generators for agencies and freelancers
Proposal Templates
Ready-to-use proposal templates for every agency type
Contract templates
Professional contract templates with key legal clauses
Invoice templates
Industry-specific invoice templates you can customize
Agency Glossary
Definitions of key agency and business terms
Pricing
Plans from $39/month, unlimited clients, extra seats from $15