Your Agency Work Shouldn’t Live In Five Separate Tools
Agencly is the agency operations platform that replaces Trello, HoneyBook, Bonsai, and that separate invoicing app with one workspace to manage clients, projects, teams, and payments.
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Welcome back, Alex!
Here's what's happening across your workspace.
My Tasks
Tasks assigned to you
My Projects
Projects you're part of
$24,000 budget
$8,500 budget
$1,200/mo
$800/mo
$6,400 budget
Invoices
Recent invoices
$850 USD · Updated 6 days ago
$2,400 USD · Updated 2 days ago
$1,200 USD · Updated 1 week ago
$3,200 USD · Updated 2 weeks ago
$2,000 USD · Updated 2 weeks ago
Contracts
Recent contracts & proposals
Contract · Updated 2 hours ago
Contract · Updated Yesterday
Proposal · Updated 3 days ago
Upcoming Meetings
Scheduled meetings
Messages
Recent conversations
Brand guidelines v3 is ready for review
Pushed the responsive fixes to staging
Portal: approved the homepage designs
Timeline updated — check the milestone shift
You Choose What You Need, Under One Roof
Nine modules and AI integrations, one workspace. Turn on what your agency uses, skip the rest.
Spreadsheets
Plan, track, and report in flexible grids: your agency's living source of truth.
Invoicing
Send invoices from the work itself and see what's paid, sent, or overdue.
Contracts
Write, send, and get contracts and proposals signed without leaving the workspace.
Time Tracking
Log billable hours per project and turn tracked time into invoices.
Northwind Co
Client Portals
Give each client one place to see progress, files, invoices, and messages.
To Do
In Progress
Done
Project Management
Run client work on boards and lists so nothing slips through the cracks.
Team & Roles
Invite your team, set roles, and control who sees what.
Calendar
See deliverables, deadlines, and client calls in one schedule.
3
Projects
5
Invoices
8
Contacts
MCP
Connect Claude, ChatGPT, and Cursor to your workspace through the Model Context Protocol.
One Workspace, One Continuous Flow
Not separate tools that hand off and drop the thread. Watch one client move straight through.
Same client, same workspace: from first inquiry to paid invoice.
Your Clients' Data, Handled Properly
The practices that matter for agency work: encryption, access control, and who can see what.
Encryption at rest & in transit
Data is encrypted in transit (TLS) and at rest on managed infrastructure. Your client work isn't sitting in plain text.
Role-based access control
Invite your team and clients with roles: Owner, Admin, Member, Client, Guest: so each person sees only what they should.
Audit visibility
Every meaningful action is logged. See who changed what, and when: useful when a client asks "who moved this?"
Automated backups
Your workspace is backed up automatically, so a mistake or an outage doesn't cost you client work.
No lock-in: your data is yours
Clients, contracts, and invoices belong to you, not us. Leave anytime; we'll help you take your data with you.
Private & isolated
Each client only sees their own portal. Their data is private to your workspace: never cross-visible to other clients.
Switching Is The Easy Part
You don’t have to rip out your whole stack on day one.
Bring your leads in
Import leads straight from a CSV on day one. Start a trial and we’ll help you set up the rest.
Move over module by module
Turn on what you need when you need it. Keep your old tools running until you’re ready to cut them.
No lock-in
Your clients, contracts, and invoices are yours: not ours. Nothing is held hostage if you ever leave.
Questions, Answered
See how it compares: HoneyBook, Bonsai, Dubsado, Plutio, HubSpot, Salesforce, Twenty, EspoCRM.
From the blog
Practical guides for running agencies: operations, billing, and client experience.
Agency Operations
What is agency management software?
What agency management software is, the modules it needs (projects, portals, invoicing, time tracking), what it costs, and how to choose one.
Read article →Agency Operations
Best agency management tools compared (2026)
Comparing the top agency management platforms: Agencly, HubSpot, Salesforce, and more. See which tool fits your agency size and workflow.
Read article →Client Experience
Client portal for agencies: why it matters
A client portal is the single most impactful upgrade an agency can make. Here is why portals improve retention, reduce churn, and win repeat business.
Read article →
Before Agencly, I ran client work through spreadsheets, a separate invoicing app, and a mess of DMs. Something always slipped: a contract left unsigned, an invoice forgotten, a client out of the loop. Agencly is the workspace I wished existed: pipeline, contracts, invoices, and the client view in one place, so the work and the money don’t get separated.
20+
Agencies onboarded
5+
Countries
15
Core modules
Ready to get started?
Join early agencies already running projects, invoicing, and client portals in one workspace.