The Platform

One Operating System for Your Agency

Thirteen modules, one login, one source of truth. AgencyPro replaces the stack of disconnected tools most agencies stitch together — portal, CRM, projects, time, billing, reporting — so your team and your clients actually see the same project.

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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
Give every client a branded login to track project status, submit requests, share files, and pay invoices — without another email thread.
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Client Approvals
Send visual proofs, collect structured feedback, and track revisions. Approvals get signed off in days instead of weeks.
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File Sharing
Project-scoped folders, version control, and large-file support. Clients upload briefs and you deliver assets — all from the portal.
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White Label
Strip AgencyPro branding and replace it with yours. Custom domain, colors, logo, and branded notification emails for every client touchpoint.
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Internal Operations

Where your team actually does the work.

CRM
A CRM built for ongoing engagements, not one-off deals. Track services, organize files per client, and tie every message to a project.
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Project Management
Tasks, requests, deadlines, and team assignments in one workspace. Clients see what they need; the team sees everything.
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Time Tracking
Track billable hours per task, project, and client. Timesheets feed directly into invoices so revenue never slips through the cracks.
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Capacity Planning
See team workload weeks ahead. Spot under-utilization before it costs margin and over-allocation before it causes burnout.
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Billing & Revenue

Get paid faster, with fewer manual steps.

Invoicing & Payments
Generate invoices from tracked time, accept Stripe payments, and automate reminders. Clients pay from inside their portal.
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Retainers & Subscriptions
Schedule recurring invoices for retainers and subscription services. Track MRR, forecast revenue, and stop chasing monthly billing.
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Productized Services
Package services as fixed-price catalog items with intake forms and self-service checkout. Sell while you sleep.
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Visibility

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

Analytics
See revenue, margin, utilization, and client concentration risk in one dashboard. Know exactly which clients and services drive the bottom line.
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Client Reporting
Schedule branded PDF reports to clients on autopilot. Pull project progress, time, and deliverables without the manual Friday-afternoon scramble.
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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
Tracked hours flow into invoices. Invoices flow into analytics. You always know margin per client without exporting CSVs.
Lower total cost
Replace a stack that often runs $400–$1,200/month in per-seat fees with one subscription that scales with your agency.

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?

Stitched stacks force clients to learn five logins and force your team to copy data between tools. AgencyPro keeps every project, file, message, invoice, and report in one place — for both your team and your clients. You save the integration work, the duplicate-data cleanup, and the per-seat fees across five products.

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

Yes. With white label you replace AgencyPro branding with your own logo, colors, custom domain, and branded notification emails. Clients only ever see your brand.

Does it work for solo operators or only larger agencies?

Both. Solo operators use the Basic plan ($39/mo) for the portal, projects, and billing. Multi-person agencies use Pro ($79/mo) or Plus ($149/mo) for the team-management modules — capacity planning, white label, and analytics.

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

Book a live demo and we will walk you through the modules that map to your current workflow. It takes about 25 minutes and you can bring questions about migration from your existing stack.

See the whole platform in 25 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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