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, Tabish!
Here’s what’s happening across your workspace.
My Tasks
Tasks assigned to you
My Projects
Projects you're part of
$4,800 · Due Sep 15
$12,000 · Due Oct 1
$3,500 · Due Aug 10
$2,200 · Due Sep 30
$8,500 · Due Nov 1
Invoices
Recent invoices
$1,200 USD · Updated 2 days ago
$850 USD · Updated 5 days ago
$2,400 USD · Updated 1 day ago
$3,100 USD · Updated Just now
Contracts
Recent contracts & proposals
Statement of Work · Updated 3 days ago
Monthly Retainer · Updated 1 day ago
Fixed Price · Updated Just now
Upcoming Meetings
Scheduled meetings
Messages
3 unread across 2 conversations
Sounds good, let's proceed!
Can you send the invoice?
Meeting confirmed for Thursday
Thanks for the update!
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: Agencly vs Twenty, vs HubSpot, vs EspoCRM, vs Salesforce.
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.