Client Portal Software. Designed for Agencies.
Manage 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 final invoice, replace your scattered tool stack with one agency-focused platform.
Client Portal
Give every client a branded login with your logo, colors, and custom domain. They submit requests, approve deliverables, and pay invoices without ever leaving your brand.
Billing & Payments
Turn tracked hours into invoices in one click. Sell packages, subscriptions, and credit-based services with Stripe and PayPal checkout. Automated reminders cut average collection time by days, not weeks.
Project Management
Clients submit briefs through intake forms that land directly in your queue. Your team picks them up in list, Kanban, or queue view -- and every billable minute is tracked automatically.
Client CRM
See every client's invoices, projects, messages, and files in one profile -- no tab-switching. Add custom fields and notes so your team has full context before every call.
Messaging
Replace scattered email threads with project-based conversations. Clients and team members share files and feedback in context, with email notifications so nothing slips through.
Analytics
Spot which clients are most profitable and which projects are over-scoped. Track revenue, margins, team utilization, and client health in real-time dashboards.
Billing & Payments
Get paid faster with automated billing
Turn tracked time into invoices and invoices into revenue -- with checkout forms, recurring subscriptions, and one-click payment links through Stripe and PayPal.
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
Track revenue, margins, and outstanding balances
Client Portal
Deliver a premium portal your clients love using
Give every client a branded space with your logo, colors, and domain -- where they submit requests, approve work, and pay invoices without ever leaving your brand.
Full custom branding
Add your logo, colors, and domain
Client onboarding
Invite clients in seconds with guided setup
Unified access
Requests, files, invoices -- one login
Secure portal
Enterprise-grade security
Project Management
Ship projects faster with built-in workflows
Clients submit requests, your team picks them up in list, Kanban, or queue view, and every billable minute is tracked automatically.
Request forms
Customizable client forms
Multiple views
List, queue, and Kanban
File proofing
Built-in review tools
Task management
Prioritize and track progress
Time Tracking
Track every billable hour. Bill for every tracked hour.
Most agencies leak 15-20% of billable time because hours get logged in one tool and invoiced in another. AgencyPro connects the two so tracked time becomes revenue automatically.
One-click timers per task
Start a timer on any task. Switch between clients without losing a second. Manual entry for forgotten hours.
Automatic rate calculation
Assign hourly rates per client, project, or team member. AgencyPro multiplies hours by rate — no spreadsheet needed.
Time-to-invoice in one click
Select tracked hours, generate an invoice, and send it. The entire billing cycle from timesheet to payment, without re-entering data.
Profitability by service
See which services earn the most per hour. Compare design vs. development vs. strategy — then price your next proposal accordingly.
Client CRM
Build stronger client relationships
Every client profile links directly to their invoices, projects, messages, and files -- so your team has full context without switching tabs.
Complete Client Profiles
Invoices, projects, messages, and files -- all linked to one profile
Service Tracking
See active subscriptions, outstanding balances, and payment history at a glance
Centralized Messaging
Every conversation tied to a project, so context is never lost across your team
Custom Fields
Track industry, contract type, renewal date, or any detail your team needs before every call
Notes & Files
Log meeting notes, attach contracts, and keep every client file in one searchable 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
Organized 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 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.”
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
Solutions
Invoicing, CRM, time tracking, and more by feature
Software Comparisons
AgencyPro vs Monday, Asana, ClickUp, and 28 more
Alternative Tools
Compare AgencyPro with competitors by industry
Best Software Reviews
Top-rated agency tools across every category
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
Simple, transparent plans starting at $99/month