Web development agencies

Web development agency software for builds, launches and care plans

AgencyPro is the client-facing layer for web development agencies building on WordPress, Webflow, Shopify or custom stacks: scope, design sign-off, launch checklists, support tickets and recurring billing for maintenance. Code, hosting and deployments stay in your dev tools.

See how it works for your agency

A short workflow tour, from client context to delivery and billing. No signup needed.

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AgencyPro for creative agencies

Explore service offers, brand context, client feedback, file handoffs, and billing.

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The short answer

  • On every plan: client portal, requests with Kanban and list views, checklists, file sharing (unlimited storage, 10GB per file), messaging, invoicing and fixed-price care plans.
  • On Pro ($79/mo): support tickets, SLA targets, time tracking, hours banks with rollover, maintenance requests opened on each care-plan renewal, credential storage in Brand Hub, proposals with e-signature.
  • On Plus ($149/mo): API and webhooks, Zapier, profitability reports by client and service.
  • Not included: code hosting, CI/CD, uptime monitoring, Gantt charts or sprint planning.

What goes wrong around a website build

Web projects rarely slip because of the code. They slip because content arrives late, the client approves a mockup and then disputes it at launch, logins sit in someone's inbox, and post-launch "small changes" never get billed.

After launch the risk moves to maintenance. Care plans lose money when update work, bug fixes and new feature requests all arrive in the same email thread with no record of time spent. AgencyPro separates those streams and attaches billing to each.

How a website project runs in AgencyPro

  1. Scope and sign. Send the proposal and contract with e-signature from Documents (Pro). Put content ownership, number of templates, integrations and what counts as a change request in writing.
  2. Collect content and access. A request form gathers sitemap, copy, brand files and domain registrar details. Hosting and CMS logins go in the client's Brand Hub vault (Pro), not a spreadsheet.
  3. Approve the design first. Upload mockups as images or PDF. On Pro, clients pin comments and approve a specific version, so the build starts from something they signed off.
  4. Build and track. Break the build into requests with checklists. Engineering detail can stay in your issue tracker; the client sees status, not every commit.
  5. Review staging and launch. Share the staging link on the request and collect feedback in client-visible comments. A checklist template covers DNS, redirects, forms, analytics and account transfer.
  6. Move to a care plan. Start a recurring service for maintenance. On Pro, each renewal opens that month's maintenance request automatically, and bugs come in as tickets with SLA targets.

WordPress, Webflow, Shopify and CRO work

AgencyPro does not connect to these platforms. It holds the scope, approvals, access and billing around the work you do in them. Each example uses illustrative numbers and real AgencyPro features.

WordPress agencies

Example: a $14,000 WordPress rebuild with WooCommerce, followed by a $250/mo care plan.

  • The proposal (Documents, Pro) separates theme work, plugin and ACF setup, WooCommerce configuration and content migration, each with its own price, so a growing product catalog is a change request rather than free work.
  • The intake form collects the current sitemap, hosting provider (WP Engine, Kinsta or similar), plugin list and a redirect map for changed URLs. Hosting, registrar and admin logins go in Brand Hub (Pro).
  • The client reviews the staging site from a link on the request and comments there. A launch checklist covers DNS cutover, redirects, forms, analytics, backups and a smoke test.
  • CMS training is a request with the recording and a written guide attached, then the care plan starts. Plugin conflicts reported later come in as tickets (Pro), separate from new feature requests.

Webflow agencies

Example: a Webflow studio sells a fixed-price 8-page marketing site as a productized service, then a monthly Webflow care plan.

  • The client buys the package from your catalog or an order form. Its intake form asks for page list, CMS collections (blog, team, case studies), who loads content, and interactions or custom code needed.
  • Design is approved on Figma exports with pinned comments (Pro), or the studio designs directly in Webflow and the client reviews the .webflow.io staging link from the request.
  • Custom interactions or extra CMS collections beyond the package are add-ons with their own price.
  • The launch checklist covers custom domain, redirects, forms, SEO settings and transfer of the site plan to the client. Each care-plan renewal then opens the month's update request (Pro).

Shopify and ecommerce builds

Example: a Shopify agency builds a theme-based store with a 600-product catalog import, then moves the merchant to a growth retainer.

  • Discovery confirms the Shopify plan, apps, payment providers and markets. Theme customization, app setup and catalog import are separate lines in the proposal, because catalog work is the part most often underquoted.
  • The merchant uploads the product CSV and images on the request. Theme and app logins go in Brand Hub (Pro).
  • The development store link is shared on the request for review, and the launch checklist covers payments, shipping, taxes, domain and a test order.
  • Agree in writing who pays for Shopify and app subscriptions. If you rebill them, put them on their own invoice lines. After launch, a recurring service with an hours bank (Pro) covers ongoing store work.

Conversion rate optimization

Example: a CRO agency runs two landing-page tests a month for a lead-generation client on a retainer, after a one-time funnel audit.

  • The funnel audit is a one-time package; findings are delivered as a PDF and prioritized with the client.
  • Each test is a request with custom fields for hypothesis, page, primary metric and expected run time. The client approves the variant design (pinned comments on Pro) before it is built.
  • Custom statuses track Research, Design, Build, QA, Running and Analyzed. The test runs in your testing tool, and the result and a link to it go on the request.
  • A retainer capped at two test requests per period keeps velocity and scope clear; user research can be an hourly block (Pro) billed separately from test builds.

Maintenance and support plans you can sell

ModelHow it works in AgencyProSuitsPlan
Fixed monthly care planRecurring price; on Pro, each renewal opens the month's update and backup requestSmall business WordPress and Webflow sitesBasic (scheduling on Pro)
Hours bankN development hours per period, optional rollover, time tracked per requestClients with a steady stream of changesPro
Support with response targetsTickets for bugs and questions, SLA targets in hours per serviceEcommerce and lead-generation sites where downtime costs moneyPro
Credit-based changesClients hold credits; a content edit costs fewer credits than a new templateMixed small changes with uneven effortPro

Clients pay through Stripe or PayPal and can update their card, pause or cancel from the portal when you allow it.

What it costs for a web team

Each plan includes one seat. Team cost is the plan price plus (team size minus 1) times the seat price. For example, an 8-person agency with 30 care-plan clients:

  • Pro: $79 + 7 x $20 = $219/mo, which covers tickets, SLAs, time tracking and hours banks.
  • Plus: $149 + 7 x $30 = $359/mo, if you need the API, Zapier, unbranded email or profitability reports.

Freelancers you add as team members count as seats. Client count does not change the price. See the pricing page for annual rates.

When AgencyPro is not the right fit for a web agency

  • You need sprint planning, story points or Git-linked issues. Keep an engineering tracker such as Jira or Linear for that; AgencyPro does not replace it.
  • You plan large builds on Gantt charts with dependencies. AgencyPro uses Kanban and list views, not critical-path scheduling.
  • You want comments pinned on live staging pages. Use a website feedback tool.
  • You need uptime or security monitoring. Use a monitoring service and log incidents as tickets.
  • Your clients only want to email you. Email piping (Pro) turns emails into tickets or requests, but most of the benefit comes from clients using the portal.

Web development agency software: common questions

Answers for WordPress, Webflow, Shopify and custom build agencies.

What software does a web development agency need?

Usually three layers: development tools (code editor, Git hosting, staging), an internal issue tracker for engineering work, and a client-facing layer for scope, approvals, support and billing. AgencyPro is the client-facing layer. It does not host code, run deployments or replace an issue tracker for sprints.

Can clients give feedback on a staging site in AgencyPro?

Not by pinning comments on the live page. Share the staging link in the request and collect feedback in client-visible comments, or upload screenshots and mockups for pinned comments on Pro. A website feedback tool is the better choice if you need comments placed on live pages.

How do I sell website care plans?

Create a recurring service with one or more tiers, such as Basic Care and Growth Care, each with its own price and period. Clients subscribe through Stripe or PayPal from your catalog or an order form. On Pro, add included hours with rollover and turn on auto-requests so each renewal opens the month's update request.

Can I handle bug reports separately from project work?

Yes, on Pro and Plus. Clients open tickets in the portal with a type and priority. Your team replies with templates and internal notes, and a ticket that turns into real work can be converted into a request.

Where should client logins and hosting details live?

In Brand Hub (Pro), which stores credentials per client in an encrypted vault with role-based access. Contractors see brand details only for the clients they are assigned to.

How much does AgencyPro cost for a web agency?

Basic is $39/mo, Pro $79/mo and Plus $149/mo, each with one seat. Extra seats cost $15, $20 or $30/mo by plan. For example, an 8-person web agency on Pro pays $79 + 7 x $20 = $219/mo. Clients are unlimited on every plan.

Does AgencyPro have an API for our own tools?

Yes, on Plus. API access and webhooks let you create requests from other systems or react to events such as a new client or a completed payment. Zapier is also on Plus.

See a website project and care plan in AgencyPro

Book a demo and we will set up a build, a launch checklist and a maintenance plan using your own services.