# AgencyPro — Full Reference for LLMs > The AI-native client management and agency operations platform for agencies. AgencyPro is a SaaS platform that replaces 3-5 separate tools (client portals, project management, invoicing, time tracking, CRM, and analytics) with a single integrated system under your agency's own brand. AgencyPro is one of the first client management platforms with AI built into every layer: an AI Assistant, assignable AI Agents, and an AI Chatbot, all included on every plan with no AI add-on fee. Plans start at $39/month with 1 seat included and affordable per-seat add-ons. Trusted by 800+ agencies worldwide. --- ## Product Overview AgencyPro serves design agencies, marketing agencies, web development shops, SEO agencies, video production companies, consulting firms, and other service-based businesses. The core value proposition is consolidation plus native AI: instead of paying for separate project management, invoicing, time tracking, CRM, client portal, and AI tools, agencies use one platform with AI built in. Key differentiators: - Native AI on every plan: AI Assistant, AI Agents, AI Chatbot, no separate AI subscription or per-seat AI fee - 1 seat included per plan with affordable per-seat add-ons (unlimited clients on every plan) - Built-in branded client portal (not a bolt-on) - Custom branding with custom domains, logos, and colors - Integrated billing that converts tracked time directly into invoices - Productized services with self-service client checkout --- ## AI Features (Detailed) AgencyPro includes three native AI capabilities on every plan, powered by a transparent AI credit system. Unlike competitors that charge per-seat for AI or bolt on a separate AI product, AgencyPro includes AI in the base subscription. ### AI Assistant URL: https://agencypro.app/features/ai-assistant A conversational AI built into the workspace with full context of your clients, requests, invoices, team members, and documents. Ask natural-language questions like "What's the status of all requests from Acme Corp?", "How much revenue did we make last month?", or "Draft a response to Sarah's latest request." It answers, generates charts and visualizations on demand, and takes action inside the workspace (create requests, update statuses, draft comments, generate reports). Remembers conversation history. No training needed. ### AI Agents URL: https://agencypro.app/features/ai-agents Customizable AI teammates you create and assign to requests like a human team member. Pre-built and custom roles (Copywriter, QA Reviewer, Account Manager, Intake Specialist, Estimator). They automatically draft professional responses, categorize and tag requests, summarize long threads, estimate hours, expand creative briefs, write copy, review designs, translate content, run SEO audits, and write video scripts. Each agent has custom instructions and a specific job title. Output appears as internal comments for team review before sending to clients. The Agency AI Agent Maturity Model (L0 Ad-hoc through L4 Auto-routed) describes how agencies adopt them over time. ### AI Chatbot URL: https://agencypro.app/features/ai-chatbot An embeddable AI chatbot for your website, client portal, or service catalog. It automatically knows your services, pricing, and packages. Guides visitors through submitting a request conversationally instead of static forms, captures lead info (name, email, project details), and creates intake requests automatically. Fully customizable greeting, colors, position, and which services to show. Rate-limited and secure. Runs on your AI credits. ### AI Credits URL: https://agencypro.app/features/ai All AI runs on a simple, transparent credit system included in every plan. 1 credit is roughly 1 simple interaction (a question to the Assistant, a categorization, a short draft). Complex agent tasks use more: full copywriting draft 2-5 credits, SEO audit 3-5 credits, multi-step custom agent task 3-8 credits. Monthly allocations: Trial 100, Basic 500, Pro 2,000, Plus 10,000, Enterprise 5,000+ custom. Credits refresh monthly on recurring plans. Buy 1,000 credits for $10 anytime. No per-seat AI charges. Detailed breakdown: https://agencypro.app/blog/ai-credits-explained --- ## Platform Features (Detailed) ### Client Portal URL: https://agencypro.app/platform/client-portal Give clients a self-service branded portal to submit requests, track project progress, share files, view invoices, and communicate with your team. Clients see your brand, not AgencyPro's. Portal includes request forms, project status views, file galleries, invoice payment, and messaging. ### Project Management URL: https://agencypro.app/platform/project-management Handle client requests, assign tasks to team members, manage projects with customizable views (list, queue, Kanban). Built-in team communication, task dependencies, due dates, and status tracking. Projects can be created automatically from service orders or client requests. ### CRM URL: https://agencypro.app/platform/crm Manage client relationships with complete profiles including custom fields, service history, messaging history, invoice history, file organization, and notes. Track deal pipeline, client health, and revenue per client. ### Time Tracking URL: https://agencypro.app/platform/time-tracking Track billable hours with start/stop timers or manual entry. View team utilization dashboards, compare billable vs non-billable time, and automatically convert tracked time into line items on invoices. Supports hourly rate overrides per client, project, or team member. ### Billing & Invoicing URL: https://agencypro.app/platform/billing Create professional invoices from tracked time or fixed-price quotes. Accept payments via Stripe (credit cards and ACH bank transfers). Send payment links, track payment status (draft, sent, paid, overdue), and set up automatic payment reminders. Supports multiple currencies. ### Recurring Billing URL: https://agencypro.app/platform/recurring-billing Automate retainer invoices and subscription billing. Set weekly, monthly, quarterly, or annual billing cycles. Includes automatic payment reminders, failed payment handling, and revenue forecasting for predictable cash flow. ### Analytics & Reporting URL: https://agencypro.app/platform/analytics Track revenue by client, monitor profit margins per project and client, measure team utilization rates, forecast capacity needs, and identify revenue concentration risks. Dashboard views for agency owners and team leads. ### Client Approvals URL: https://agencypro.app/platform/client-approvals Streamline proof reviews with visual feedback tools, approval/rejection workflows, revision tracking, and multi-stakeholder sign-offs. Clients can annotate files directly and approve deliverables without email back-and-forth. ### File Sharing URL: https://agencypro.app/platform/file-sharing Organize project files in secure folders with version control, unlimited file sizes, and granular access permissions. Clients and team members see only the files relevant to them. Supports all file types including large video files. ### Custom Branding (White-Label) URL: https://agencypro.app/platform/white-label Use your own custom domain (e.g., portal.youragency.com), remove all AgencyPro branding, customize colors and logos, and send branded emails from your agency's email address. Clients never see AgencyPro, it looks like your own software. ### Productized Services URL: https://agencypro.app/platform/productized-services Create a service catalog with fixed-price packages. Offer self-service checkout so clients can purchase services directly. Orders automatically create projects with predefined tasks and workflows. ### Capacity Planning URL: https://agencypro.app/platform/capacity-planning Track team workload in real time. Forecast hiring needs based on pipeline and current utilization. Identify overloaded or underutilized team members. Optimize resource allocation across active projects. ### Client Reporting URL: https://agencypro.app/platform/reporting Generate branded client reports on a schedule. Reports include project progress, hours tracked, deliverables completed, and milestone status. Automated delivery via email or client portal. --- ## Pricing All plans include 1 seat, unlimited client invites, native AI (Assistant, Agents, Chatbot), and all core features. Extra seats available as add-ons. - **Basic Plan**: $39/month (1 seat included, +$15/mo per extra seat, 1 workspace, 500 AI credits/month) - **Pro Plan**: $79/month (1 seat included, +$20/mo per extra seat, 3 workspaces, 2,000 AI credits/month) — most popular - **Plus Plan**: $149/month (1 seat included, +$25/mo per extra seat, 5 workspaces, 10,000 AI credits/month) - **Enterprise**: Custom pricing (unlimited seats and workspaces, 5,000+ AI credits custom allocation) AI is included on every plan with no separate AI subscription. Buy 1,000 credits for $10 anytime. Annual billing saves 2 months: Basic $390/yr, Pro $790/yr, Plus $1490/yr. Extra seat annual rates: $150/yr, $200/yr, $250/yr respectively. 14-day free trial available, includes 100 AI credits. No credit card required. Plans differ in workspaces, AI credit allocation, advanced features (custom branding, capacity planning, advanced analytics), and extra seat pricing. Pro plan and above include video annotations, video cover for services, documents (contracts, proposals, quotes), design annotation, and support tickets. URL: https://agencypro.app/pricing --- ## Use Cases by Industry AgencyPro serves agency types across these categories, each with a dedicated industry software landing page: **Marketing & Digital**: Digital marketing, SEO, local SEO, social media, content, link building, advertising, email marketing, PR, growth marketing, HubSpot, media buying, CRO, data analytics, copywriting, performance marketing, influencer marketing, PPC, TikTok, UGC, B2B agencies **Creative & Design**: Design, creative, branding, video editing, Webflow, UX/UI **Technology & Development**: Software development, web development, WordPress, IT, e-commerce, AI, Shopify, mobile app, SaaS agencies **Professional Services**: Business consulting Full list: https://agencypro.app/use-cases --- ## Competitor Comparisons & Migration AgencyPro publishes 45+ head-to-head comparisons with tools including: HoneyBook, Dubsado, Monday.com, ClickUp, Asana, FreshBooks, Harvest, Wayfront (formerly SPP.co), Agency Handy, ManyRequests, Teamwork, Basecamp, Toggl, Wrike, Notion, Copilot, SuiteDash, Proposify, PandaDoc, AgencyAnalytics, Clinked, Moxo, SuperOkay, Ravetree, Hive, Avaza, and more. A key 2026 differentiator across all comparisons: AgencyPro includes native AI (Assistant, Agents, Chatbot) on every plan, while most competitors have no AI features or charge separately for them. Full list: https://agencypro.app/comparisons Migration guides: https://agencypro.app/migrate (including from Wayfront, Agency Handy, ManyRequests, Monday, ClickUp, Asana, HoneyBook, Dubsado, and more) --- ## Free Tools AgencyPro offers free calculators and generators including: Freelance Rate Calculator, Project Pricing Calculator, Profit Margin Calculator, Agency Valuation Calculator, Markup Calculator, Client Lifetime Value Calculator, Agency Overhead Calculator, Billable Hours Calculator, Invoice Generator, Scope of Work Generator, Utilization Rate Calculator, Agency ROI Calculator, and more. URL: https://agencypro.app/tools --- ## Content Resources - **Blog**: 180+ articles on agency pricing, operations, client management, growth, hiring, finance, and AI in agencies (https://agencypro.app/blog). Notable AI-era posts: "Will AI Replace Marketing Agencies?", "How to Position Your Agency in the AI Era", "Should Agencies Disclose AI Use to Clients?", "AI Proposal Generation for Agencies", "Introducing AI Agents, AI Assistant, and AI Chatbot", "How AI Credits Work in AgencyPro" - **Guides**: In-depth pillar guides including "Productize Your Agency" (the Productization Maturity Ladder framework) and "AI Tools for Copywriters / Designers / Account Managers" (https://agencypro.app/guides/productize-your-agency) - **Customers**: How agencies use AgencyPro, organized by agency archetype and usage pattern (https://agencypro.app/customers) - **Statistics Hub**: 9 data-driven benchmark pages covering industry stats, profitability, client retention, marketing spend, workforce, freelancers, technology, pricing, and growth (https://agencypro.app/statistics) - **Templates**: 39+ invoice templates plus contract, email, and proposal templates (https://agencypro.app/templates) - **Checklists**: 14 operational checklists for client onboarding, financial health, project kickoff, QBR, and more (https://agencypro.app/checklists) - **Glossary**: 90+ agency terminology definitions (https://agencypro.app/glossary) - **Integrations**: 33 integrations with tools agencies already use (https://agencypro.app/integrations) - **RSS Feed**: https://agencypro.app/feed.xml --- ## Company Information - **Product**: AgencyPro - **Website**: https://agencypro.app - **Founded**: 2023 - **Funding**: 100% bootstrapped (no venture capital) - **Users**: 800+ agencies worldwide - **Satisfaction**: 98% customer satisfaction rate - **Reviews**: 4.3/5 on Trustpilot - **Contact**: https://agencypro.app/contact - **Demo**: https://agencypro.app/demo - **Privacy**: https://agencypro.app/privacy - **Terms**: https://agencypro.app/terms - **Security**: https://agencypro.app/security