Project Management

Project Management for Agencies

Handle client requests easily and assign team members. Manage projects with customizable processes and built-in collaboration tools.

Manage Design Requests Effectively

Let your clients submit and prioritize requests. Create customizable request forms and collaborate effectively with your team.

Client Request Management

Clients submit requests through customizable intake forms with file uploads and detailed briefs. Auto-assign to team members, set priorities, and convert requests to projects with one click.

Task Assignment & Tracking

Assign requests to team members with due dates and custom statuses (pending, in progress, review, completed). Track progress in real-time with visual indicators and automated status updates.

Team Collaboration

Internal team notes separate from client communication. Tag team members, share context, and coordinate work without clients seeing internal discussions. Perfect for handoffs and approvals.

Client Communication

Project-based messaging keeps client conversations organized. Clients see status updates automatically, comment on deliverables, and receive email notifications—no more email chaos.

Project Views

Switch between list view (detailed table), queue view (prioritized workflow), and Kanban board (visual cards). Filter by client, status, assignee, or date—find what you need instantly.

File Proofing & Approval

Clients review deliverables directly in the portal with visual annotations and comments. Mark files as approved or request revisions. Track approval status and version history automatically.

Streamlined Project Process

From initial brief to final delivery, manage every step of your process.

1

Brief & Planning

Collect requirements and create project roadmap

2

Design & Development

Execute creative work with team collaboration

3

Review & Approval

Client feedback and approval processes

4

Delivery

Final delivery and project completion

Deliver Projects On Time, Every Time

Join hundreds of agencies using AgencyPro to manage projects more efficiently.

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