Manage Client Requests Effectively
Let your clients submit and prioritize requests. Create customizable request forms and collaborate effectively with your team.
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.
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.
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.
Project-based messaging keeps client conversations organized. Clients see status updates automatically, comment on deliverables, and receive email notifications—no more email chaos.
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.
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.
Brief & Planning
Clients submit detailed project briefs through customizable intake forms with file attachments, reference links, and structured fields. Requests are automatically categorized, assigned a priority level, and routed to the right team member based on your workflow rules.
Design & Development
Team members work through assignments with full visibility into deadlines, priority, and client context. Internal notes and team-only discussions stay separate from client communication, so your team can collaborate freely without exposing internal conversations.
Review & Approval
Clients review deliverables directly in the portal, leaving visual annotations and written feedback. Structured revision rounds keep the process organized — you always know which version the client is reviewing and what changes were requested.
Delivery
Mark deliverables as complete and notify clients automatically. Final files are stored in the project for future reference. Time tracked during the project flows into invoicing, closing the loop from brief to billing.
How Agencies Use AgencyPro for Projects
From design studios to marketing teams, agencies use AgencyPro to manage client work without juggling multiple tools.
Design teams use project views to manage creative requests across multiple clients. Clients submit briefs with brand guidelines and reference files, review design concepts with visual annotations, and approve final deliverables — all without a single email thread.
Marketing teams manage campaign deliverables, content calendars, and client approvals in one place. Recurring tasks for monthly retainers keep the workflow consistent, while time tracking ties every hour back to the right campaign for accurate billing.
Dev shops track sprints, bug reports, and feature requests through customizable project views. Clients see progress updates without accessing internal code discussions, and milestone-based billing ensures payment aligns with delivery.
Consultants organize engagements by client and workstream. Deliverables like strategy documents, audit reports, and implementation plans move through structured review workflows before client delivery.
Frequently Asked Questions
Can I use different views for projects?
Yes. AgencyPro offers list view for detailed task tables, queue view for prioritized workflows, and Kanban boards for visual project tracking. You can switch between views at any time and filter by client, status, assignee, or due date. Each team member can set their own preferred default view without affecting others.
Does AgencyPro support task dependencies?
Yes. You can set task dependencies so that downstream work is blocked until prerequisite tasks are completed. This is useful for multi-step projects like website builds where design must be approved before development begins. You can also set milestones to mark key checkpoints in the project timeline.
Can clients see project progress?
Yes. Clients have access to a portal view showing the status of their projects, pending deliverables, and completed work. They can see progress without accessing internal team discussions, notes, or time entries. You control exactly what clients see through granular visibility settings.
How does AgencyPro handle recurring tasks?
Create task templates for repeatable processes like monthly reports, social media content batches, or retainer deliverables. Set a recurrence schedule (weekly, bi-weekly, monthly) and AgencyPro automatically creates new tasks with the right assignments, due dates, and checklists. This eliminates manual setup for ongoing client work.
How does AgencyPro compare to Asana or Monday.com for agencies?
Asana and Monday.com are general-purpose project management tools that require extensive customization for agency workflows. AgencyPro is purpose-built for agencies — it includes client portals, integrated invoicing, time tracking, and approval workflows out of the box. You do not need to connect multiple tools or build automations to handle basic agency operations like client requests, billing, and file proofing.