Agency Operations Software
Agencly is agency operations software for running client work from lead to paid invoice: projects, client portals, billing, approvals, and communication in one workspace.
The problem
Agency operations break at the handoffs. Leads sit in a CRM, delivery lives in a project board, invoices sit somewhere else, and client updates disappear into email. Agencly connects those workflows so the team can see what is due, what is billable, and what the client needs next.
What you get
One client workspace
Keep leads, projects, tasks, files, messages, and client relationships connected instead of scattered across tools.
Delivery to billing
Run milestones and tasks, track time, and create invoices from the same project context.
Client-facing visibility
Give each client a controlled portal for progress, approvals, contracts, invoices, and documents.
Approvals and contracts
Send proposals and contracts for e-signature, then move signed work into delivery without re-keying it.
Agency reporting
See revenue, close rates, billing trends, cash flow, and project profitability from connected data.
AI-ready operations
Connect scoped AI agents through MCP so routine updates and workspace actions use live agency data.
Frequently asked questions
What is agency operations software?
It is software that connects the operational work of an agency: leads, projects, billing, contracts, time tracking, client communication, and reporting.
Who is Agencly built for?
Agencly is built for freelancers, studios, and agencies that deliver client work and want one shared workspace instead of a stack of disconnected tools.
Does Agencly include a client portal?
Yes. Clients can see the projects, invoices, contracts, documents, and messages that your team explicitly shares with them.