Agency Management Software
Manage clients, projects, teams, contracts, time, invoices, and portals with agency management software designed for service businesses.
The problem
A CRM alone stops when a deal closes, while a project tool rarely knows whether the work has been billed. Agency management software closes that gap by keeping the client lifecycle together from pipeline through delivery and payment.
What you get
CRM and lead pipeline
Track opportunities, custom fields, deal stages, and convert a signed deal into a project.
Projects and team delivery
Plan milestones, assign tasks, manage boards, and keep budgets visible to the delivery team.
Contracts and e-signatures
Send proposals and contracts from the workspace and keep signed scope attached to the project.
Invoicing and expenses
Draft, send, and track invoices, expenses, and payment status alongside the work they describe.
Time and profitability
Track time by project and client, then compare delivery effort with budgets and billed work.
Client portal
Give clients one professional place for progress, deliverables, invoices, meetings, and messages.
Frequently asked questions
How is agency management software different from a CRM?
A CRM manages contacts and deals. Agency management software also runs delivery, billing, contracts, time tracking, client portals, and reporting after the deal closes.
Can agencies replace several tools with Agencly?
Agencly brings CRM, project delivery, contracts, invoicing, time tracking, reporting, and client portals into one connected workspace.
How much does Agencly cost?
Agencly plans start at $19 per month, with a 14-day free trial and no credit card required.