AgencyPro

AgencyPro is a unified client-portal and agency management platform that centralizes onboarding, requests, project tracking, and billing. It's designed for small agencies, freelancers, and design or marketing teams that want a branded experience to sell productized services and automate recurring workflows.

Key Features

Branded client portal you can customize with logo, colors, and custom domain for a professional client experience.

Service catalog (shelf) to showcase productized services with pricing tiers, visuals, upsells, and embeddable or shareable links.

Drag-and-drop order and checkout forms with custom fields to capture requirements and convert visitors into paying clients.

Request and project management with templates, checklists, due dates, time tracking, and team assignments to keep work organized.

Automated billing and invoicing with Stripe and PayPal integrations to collect payments and generate professional invoices.

Recurring schedules and retainer automation to auto-generate requests on a cadence you define.

Team capacity board with smart assignment to view workloads and auto-suggest or assign tasks by bandwidth.

Integrations via Zapier, API, and webhooks to connect AgencyPro with other tools and automate workflows.

Best For

Small agencies and studios that need a white-labeled client portal.

Freelancers and consultants selling productized or retainer services.

Marketing, design, and web agencies that want integrated requests, projects, and billing.

Teams that need to automate recurring client work and streamline onboarding.

Pricing

Offered on AppSumo as a lifetime deal with access to future plan updates and covered by a 60-day money-back guarantee; see the AppSumo deal page for the current purchase price.

Category: CRM

Pricing model: lifetime-deal