SEO agencies

SEO agency software for client management, reporting and billing

AgencyPro runs the client side of an SEO agency: onboarding, requests, monthly report delivery, content approvals and retainer billing. It is not an SEO tool. Your rank tracker, crawler and reporting dashboard stay where they are.

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

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The short answer

What it does: one client portal per agency for requests, files, messages, approvals and invoices, plus recurring billing for SEO retainers through Stripe or PayPal.
What it does not do: rank tracking, site audits, keyword research, backlink analysis, or pulling data from Search Console and GA4. Use Semrush, Ahrefs, Screaming Frog, Looker Studio or AgencyAnalytics for those.
Cost: from $39/mo with one seat. Extra seats are $15 to $30/mo by plan. Clients are unlimited on every plan, with no per-client fees.
Plan most SEO retainers need: Pro ($79/mo), for recurring auto-requests, hours or credit retainers, time tracking and Brand Hub.

Why SEO agencies need client management software, not another SEO tool

Most SEO agencies already pay for good SEO data. The work that slips is around it: a client who never granted Search Console access, a technical fix waiting on their developer for six weeks, a blog post stuck in review, a report emailed to someone who left the company, an invoice nobody chased.

Those problems sit between your agency and the client, so an extra SEO platform will not fix them. They need one record per client of what was requested, what you delivered, what the client approved and what they paid. That is the job AgencyPro does.

It matters most for retainers. When a client asks what they got for this month's fee, the answer should be a list of completed requests and an approved report, not a search through your inbox.

Where AgencyPro sits in an SEO agency's tool stack

Each job below has a specialist tool. AgencyPro covers the client-facing step around it, or nothing at all where that is the honest answer.

Job	Tools that do it	AgencyPro's part	Plan
Rank tracking and keyword research	Semrush, Ahrefs, AccuRanker	Nothing. AgencyPro has no rank tracker or keyword database.	Not included
Technical audits and crawls	Screaming Frog, Sitebulb, Google Search Console	Turns each fix into a request with an owner, status and checklist the client can follow.	Every plan
Client performance dashboards	Looker Studio, AgencyAnalytics	Shows a published Looker Studio report as a tab in the client portal, and delivers the monthly report as a scheduled request.	Scheduling on Pro
Local listings and reviews	Google Business Profile, BrightLocal	One request per location; client logins stored per client in Brand Hub.	Brand Hub on Pro
Content production	Google Docs, your content optimization tool	Briefs, drafts and client sign-off on the request. Versioned approvals on Pro.	Basic / Pro
Client communication	Email, Slack	Portal messaging. Email piping turns client emails into requests or tickets.	Piping on Pro
Retainer billing	Stripe, PayPal, QuickBooks	Recurring services, invoices, payment reminders and late fees.	Every plan

How a monthly SEO retainer runs in AgencyPro

This is one way to set up a retainer. Plan labels show where a step needs Pro.

Sell the retainer. Send a proposal and contract with e-signature from Documents (Pro), or let clients buy a fixed package from your catalog or an order form (every plan). The retainer is a recurring service charged through Stripe or PayPal.
Collect access on day one. Add custom fields and file uploads to the service's request form so the first request asks for Search Console and GA4 access, CMS login, priority pages and competitors. Store logins in the client's Brand Hub credentials vault (Pro) instead of a shared spreadsheet.
Open the month. With recurring auto-requests (Pro), each renewal of the retainer opens a request for the new period, named after the service and auto-assigned to the defaults you set. A checklist on it lists the month's standing work, such as the report, technical fixes and four blog posts. Extra deliverables are opened by your team or submitted by the client.
Get content and fixes approved. Move drafts to the Client Review status. On Pro, clients approve a specific version and you keep the record. On Basic, they approve in a client-visible comment.
Deliver the report. Attach the PDF or dashboard link to the monthly report request. The client's questions land in the same thread, next to the list of requests you completed that month. For always-on numbers, embed a published Looker Studio report as a portal tab, as described in the Google Analytics integration.
Bill without chasing. The retainer renews automatically. Extra work goes on as an add-on or a one-off invoice, with automatic payment reminders and optional late fees on invoices.

SEO services this setup covers

Technical, local and link building work have different handoffs. Here is how each maps to AgencyPro.

Technical and content SEO

Turn audit findings into requests with a priority, an owner and acceptance criteria. When a fix depends on the client's developer, the request shows who is blocking it and since when. Content moves from brief to draft to approval on the same request.

Productized SEO packages

Sell a technical audit, a local setup or a set number of articles as productized services with a fixed price and an intake form. Each purchase becomes a request in your queue with the brief already attached.

Local SEO: a multi-location client

Example: a local SEO agency looks after 12 locations of a dental group on a per-location monthly fee. The numbers are illustrative; the steps use real AgencyPro features.

Set up the client. Create one client organization for the group and add the marketing lead and each location manager as clients inside it. Set your account manager on the organization so new requests from any location reach them.
Onboard each location. A location onboarding form collects the address and phone exactly as they should appear everywhere (NAP), opening hours, service area, categories, photos and Google Business Profile access. Logins go in Brand Hub (Pro).
Run the recurring work. Citation cleanup, Business Profile posts, review responses and local pages are tracked as requests per location, with a checklist for each task type. The listings and reviews themselves are edited in Google or your local SEO tool.
Approve sensitive replies. Review responses that need sign-off go to Client Review; routine replies follow the rules agreed in the contract.
Report and bill. Attach one report per location, or a group report, to the monthly request. Bill the group on one invoice with a line per location, or invoice each location manager separately if locations pay for themselves.

Link building: package orders and delivery records

Example: a link building agency sells a monthly package of 5 placements to SEO agencies and in-house teams, plus single links at different prices.

Order. The package is a recurring service with a cap of 5 requests per period; single links are one-time services. The order form asks for target URLs, anchor text (with the client's preferred mix of branded, partial-match and naked URL anchors), niche, excluded domains and content approval preference.
Fulfil. Custom statuses track each link: Prospecting, Outreach, Accepted, Content, Live. Prospecting and outreach stay in your outreach tool, and internal notes record the site and price paid.
Approve content. Guest post drafts go to Client Review when the client asked to approve them.
Deliver. The live placement URL, anchor used and date go on the request before it closes, so the client has a delivery record for every link and you can see which anchors a client already has.
Sell from inventory. The help center documents a Backlinks module for a placement inventory: domain, URL, niche, DR, traffic, country, language, price, sponsored marking, maximum outbound links and stock, with CSV import. Its plan tier is not published, so confirm it in a demo.

Billing software for an SEO agency: the models you can set up

Pick the model that matches how you scope work. Clients pay through Stripe or PayPal, and AgencyPro adds no transaction fee on top of the processor's.

Model	How it works	Suits	Plan
Fixed monthly retainer	Set price each period (weekly to annually), charged through Stripe or PayPal	Ongoing SEO with a defined monthly scope	Every plan
Retainer with a request cap	Same, plus a limit on requests per period and on open requests at once	Content or link packages sold by volume	Every plan
Hours-based retainer	N hours included per period, optional rollover of unused hours	Technical SEO and consulting retainers	Pro
Credit-based retainer	Clients hold a credit balance; each request type costs a set number of credits	Mixed deliverables: posts, pages, fixes, audits	Pro
One-time package	Fixed price at checkout from your catalog or an order form	Technical audits, migrations, local setup	Every plan

Fixed fees and request caps work on Basic. Hours, credits and time tracking need Pro. See recurring billing for setup details.

What it costs for an SEO team

Every plan includes one seat. Each extra person adds a seat fee, so the team cost is the plan price plus (team size minus 1) times the seat price. Clients never add cost.

For example, a 6-person SEO agency with 20 retainer clients:

Basic: $39 + 5 x $15 = $114/mo. Portal, requests, invoicing and fixed-fee retainers, but no scheduled requests or time tracking.
Pro: $79 + 5 x $20 = $179/mo. Adds recurring auto-requests, hours and credit retainers, time tracking, versioned approvals, Brand Hub and email piping.
Plus: $149 + 5 x $30 = $299/mo. Adds branded email, removal of AgencyPro branding, profitability reports by client, the API and Zapier.

Moving from 20 to 40 clients changes none of these numbers. Hiring a seventh person does. Current prices are on the pricing page.

When AgencyPro is not the right fit for an SEO agency

You want rankings and client dashboards in one tool. A reporting platform such as AgencyAnalytics pulls SEO data into white-labeled client reports. AgencyPro does not connect to Search Console, GA4 or rank trackers.
Your clients will not log in to anything. If every client insists on email only, the portal adds little. Email piping (Pro) helps, but the value comes from clients using the portal.
You are a solo consultant with three clients on bank transfer. An invoicing tool and a shared document may be enough until requests start to pile up.
You need fully unbranded email and portal on day one. That is Plus at $149/mo plus seats, not Basic or Pro.
You expect your project history to move across automatically. Only clients and services import by CSV. Active work is set up by hand.

SEO agency software: common questions

Straight answers about what AgencyPro does and does not do for SEO teams.

Is AgencyPro an SEO tool?

No. AgencyPro does not track rankings, crawl sites, research keywords or index backlinks. It runs the client side of an SEO agency: onboarding, requests, report delivery, approvals and billing. Keep your SEO tools for the SEO work.

Can AgencyPro build automated SEO reports from Search Console or GA4?

No. AgencyPro does not pull data from Search Console, GA4 or a rank tracker. Build the report in Looker Studio, AgencyAnalytics or your SEO tool. You can embed a published Looker Studio report as a tab in each client's portal with a Custom Iframe extension, and deliver the monthly PDF through a report request. Recurring auto-requests (Pro) open that request each time the monthly retainer renews.

What is the best way to manage SEO clients in one place?

Give each client one place to send requests, see work in progress and approve content, and keep billing attached to the same account. In AgencyPro that is the client portal (every plan). Clients are unlimited on every plan, so adding a client does not change your bill.

How do I bill SEO retainers and one-off work?

Create the retainer as a recurring service with one or more pricing tiers, and clients subscribe through Stripe or PayPal. Sell audits as one-time services and extra deliverables as add-ons. Invoices support payment reminders, late fees and partial payments. Hours-based and credit-based retainers need Pro.

How much does AgencyPro cost for an SEO team?

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, a 5-person SEO team on Pro pays $79 + 4 x $20 = $159/mo. Annual billing costs less.

Can I put my agency brand on the client portal?

Yes. Portal branding and a custom domain are on every plan. Branded email and removing the "Powered by AgencyPro" label are on Plus.

Can I import my existing SEO clients?

The CSV importer accepts clients and services. Projects, tasks, files and message history are not imported automatically, so plan to set up active work by hand or use the migration service included with Plus.