Client Portal Software. Designed for Agencies.
Streamline client relationships, automate billing, organize projects — everything unified in one branded platform.
All-in-One Platform
Everything you need to run your agency
From client onboarding to project delivery, manage every aspect of your business in one elegant platform.
Client Portal
Deliver a premium, white-labeled portal your clients love using. Add your logo, colors, and custom domain so every interaction reinforces your brand. Clients submit requests, track progress, and pay invoices in one place.
Billing & Payments
Get paid faster with automated invoicing and flexible payment options. Sell packages, subscriptions, and credit-based services with built-in Stripe and PayPal checkout. Automate recurring billing and payment reminders.
Project Management
Ship projects faster with streamlined request management. Organize tasks in list, Kanban, or queue views and track time per task. Clients submit requests through intake forms that land directly in your workflow.
Client CRM
Build stronger client relationships with centralized management. View every client's invoices, files, messages, and service subscriptions in one profile. Add custom fields and notes to track the details that matter.
Messaging
Keep communication organized and professional. Project-based conversations replace scattered email threads, with file sharing and email notifications built in.
Analytics
Make data-driven decisions with comprehensive insights. Track revenue, margins, team utilization, and client health across your entire agency with real-time dashboards.
Billing & Payments
Get paid faster with streamlined billing
From checkout forms to recurring subscriptions, transform your billing workflow with comprehensive invoicing and automated payment processing.
Create checkout forms, sell packages and credit-based services, set up recurring subscriptions with Stripe and PayPal, and send automated payment reminders. One-click invoice generation from tracked time eliminates manual double entry.
Automated invoice generation
Generate professional invoices automatically
Multiple payment gateways
Accept payments securely with Stripe and PayPal
Payment reminders
Automated reminders to get paid faster
Financial reporting
Comprehensive analytics and insights
Client Portal
Deliver a premium portal your clients love using
Delight your clients with a professional, branded portal where they can submit requests, access files, and manage payments—all unified in one elegant space.
Your logo, colors, and custom domain make the portal indistinguishable from a custom-built solution. Clients see project progress, approve deliverables, and pay invoices without leaving your branded experience.
Full white-labeling
Add your logo, colors, and domain
Client onboarding
Easy management and setup
Unified access
Requests, files, and payments
Secure portal
Enterprise-grade security
Project Management
Ship projects faster with streamlined workflows
Keep your projects organized and moving forward with intelligent task management that your team and clients will love.
Clients submit requests through customizable intake forms that land directly in your queue. Organize work with list, Kanban, and queue views, then track time per task to capture every billable minute.
Request forms
Customizable client forms
Multiple views
List, queue, and Kanban
File proofing
Built-in review tools
Task management
Prioritize and track progress
Client CRM
Build stronger client relationships
Manage every aspect of your client relationships—messages, invoices, services, notes, and files—all in one centralized CRM.
Each client profile is a complete record of your relationship. See active services, payment history, open requests, and communication history at a glance. Custom fields let you track referral sources, contract terms, and preferences.
Complete Client Profiles
Manage every detail with comprehensive profiles
Service Tracking
Track all services, invoices, and payments for each client in one unified view
Centralized Messaging
Keep all client communication organized with project-based conversations
Custom Fields
Add custom fields to capture unique client information and requirements
Notes & Files
Keep detailed notes and organize all client files in one place
Analytics & Insights
Make data-driven decisions
Get complete visibility into your business performance with comprehensive analytics and real-time reporting.
Monitor revenue concentration risk, service-line profitability, and team utilization rates from a single dashboard. Spot trends early and allocate resources where they deliver the highest margin.
Revenue Tracking
Track revenue across all projects and clients
Client Satisfaction
Monitor client happiness and feedback scores
Project Efficiency
Measure project delivery and time management
Team Productivity
Track team performance and utilization
Integrate with your favorite tools
Connect AgencyPro with your essential tools. Accept payments, automate workflows, and build custom integrations.
View All IntegrationsUse Cases
Built for every type of agency
Whether you're running an SEO agency, design studio, or IT consultancy, AgencyPro adapts to your workflow.
Design Agencies
Built for branding, web design, and creative studios
Digital Marketing
Comprehensive tools for digital marketing agencies
Video Production
Built for video and motion graphics agencies
Content Agencies
Streamlined workflows for content creation
SEO Agencies
Perfect for search engine optimization
IT Agencies
Perfect for IT services and technical support
Branding Agencies
Specialized for brand strategy and design
Social Media
Built for social media marketing and management
Consulting Agencies
Perfect for business consulting and advisory services
“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 White-label 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.”
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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
Simple, transparent plans starting at $99/month