The Platform

One operating system for your agency

AgencyPro is agency management software built around a client portal. The portal, CRM, client requests, time tracking, proofing, SLAs, billing and reports share one database, so your team and your clients see the same request, file and invoice.

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Plans start at $39/mo · 14-day trial · No credit card required

Client-Facing

What your clients see and use every day.

Client portal
A branded login where clients submit requests, follow status, share files, message your team and pay invoices. On every plan.
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Client communication
Direct and group conversations with attachments in your portal, plus internal and client-visible comments on requests. On every plan.
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Client onboarding
Portal invitations and a welcome flow after first login, with your own steps and documents to download. On every plan.
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Versioned proofing
Upload versions of a deliverable, compare them side by side and collect the client's approval in the portal. On Pro and Plus.
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File sharing
Folders per client, in-browser previews and ZIP downloads, with unlimited storage and files up to 10GB each.
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White-label portal
Your logo, colors and custom domain on every plan. Plus adds your own email sender and removes the "Powered by" AgencyPro mark.
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Internal operations

Where your team actually does the work.

CRM
Clients and organizations linked to their requests, invoices, subscriptions, files and messages, with account managers and tags.
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Leads pipeline
Intake forms that create leads, a five-stage Kanban board, linked proposals and one-step conversion to client. On Pro and Plus.
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Project management
Client requests with intake forms, custom statuses, Kanban and list views, checklists and internal notes. On every plan.
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Email piping
Incoming client emails become requests or tickets automatically, so emailed work lands in your queue. On Pro and Plus.
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Time tracking
Timers and manual entries on each request, with timesheet reports by client or team member and PDF download. On Pro and Plus.
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Capacity management
A board comparing each person's weekly capacity with the hours on their open requests, plus a suggested assignee. On Pro and Plus.
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Creative & proofing

Built for creative agencies that deliver visual work.

Design & Video Annotation
Clients pin comments on a design or a video frame, so revision notes point at the exact spot. On Pro and Plus.
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Brand Hub
A profile per client with logos, colors, fonts and credentials, so the team stops hunting for brand files. On Pro and Plus.
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Documents
Proposals, quotes and contracts from templates, with e-signatures, signature certificates and conversion into invoices. On Pro and Plus.
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Tickets
A separate lane for quick client questions and bug reports, with priorities, reply templates and SLA targets. On Pro and Plus.
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Automation & SLAs

Automate the steps that slip when the team is busy.

SLA tracking
A turnaround in hours per service, each request flagged on track, at risk or breached, and a hit-rate report. On Pro and Plus.
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Recurring Auto-Requests
A new request is created for the client each time their retainer renews, so monthly deliverables never depend on memory. On Pro and Plus.
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Auto-Assign
New client requests go straight to that client's account managers instead of waiting in an unassigned queue. On Pro and Plus.
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API & Webhooks
A REST API with an OpenAPI spec, plus signed webhooks for 15 events such as invoice.paid and request.completed. On Plus.
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Billing & revenue

Get paid faster, with fewer manual steps.

Invoicing & Payments
Invoices paid by card, ACH or PayPal through a payment link, with automatic reminders and late fees. On every plan.
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Retainers & Subscriptions
Bill retainers as subscriptions from weekly to annual. Fixed-fee retainers on every plan; included hours or credits with rollover on Pro and Plus.
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Productized services
Fixed-price and subscription packages in a branded catalog or order form, with add-ons and coupons, on every plan. Credit and hourly packages on Pro and Plus.
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Order forms
Branded checkout pages for one or more services, shared as a link or embedded on your site. Buyers pay by card and each order becomes a request.
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Credit billing
Clients prepay for credit packages, each request deducts its credit cost, and both sides see the balance and history. On Pro and Plus.
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Visibility

Know what is working before it shows up in the P&L.

Operations reporting
Request volume, turnaround and response times on every plan; timesheets, SLA hit rates and client reviews on Pro and Plus.
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Profitability Reports
Profit and margin per client from paid invoices and the cost of logged time. On Plus.
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Team Performance
Requests assigned and completed, completion rate and time to complete for each team member. On Plus.
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Account Health
A score per client from breached SLAs, overdue invoices, inactivity and ratings, with the reasons listed. On Plus.
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Why one platform beats a stitched stack

One source of truth
Every project, file, conversation, and invoice lives in the same database. No more guessing which tool has the latest version.
One login for clients
Clients see status, deliverables, and invoices in a single branded portal. They stop emailing you to ask "where is X?"
Real-time financial clarity
Time logged on requests and paid invoices feed the same reports. On Plus, profitability reports show margin per client without exporting CSVs.
Lower total cost
Clients are unlimited and never need a seat. You pay for your team: for example, 5 people on Pro cost $79 + 4 x $20 = $159/mo for portal, projects, time tracking and billing together.

Frequently asked questions

Do I have to use every module?

No. AgencyPro is one platform with modules you can switch on as you need them. Most agencies start with the client portal, projects, and billing, then add time tracking, retainers, and analytics over the first few months.

How is this different from stitching together Asana + QuickBooks + Google Drive + a CRM?

A stitched stack gives clients several logins and leaves your team copying data between tools. AgencyPro keeps requests, files, messages, invoices and reports in one place for your team and your clients. You still pay for team seats in AgencyPro, but clients are unlimited and free, and you drop the integration work between products.

Can I white-label the entire platform for my clients?

Every plan includes your logo, colors and a custom domain on the client portal. To send notifications from your own email domain and remove the "Powered by" AgencyPro mark, you need Plus ($149/mo).

Does it work for solo operators or only larger agencies?

Both. Every plan includes one seat, so a solo operator pays $39/mo on Basic for the portal, projects and billing. Teams add seats at $15, $20 or $30/mo depending on plan; a 5-person team on Pro pays $79 + 4 x $20 = $159/mo for time tracking, capacity, SLAs and proofing.

Where do I start if I want to see the whole platform in action?

Watch a recorded workflow demo for your agency type, or book a 30-minute walkthrough of the modules that match your workflow. Bring questions about moving from your current tools.

See the whole platform in 30 minutes

We will walk through the modules that map to your current workflow and answer questions about moving off your existing stack.

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