AgencyPro is a unified client portal system that consolidates messages, files, service catalogs, invoices, and project workflows into a single branded interface. It enables agencies to manage client onboarding, track tasks, assign team members, process payments, and create custom checkout experiences. The platform supports time tracking, templates, recurring services, and integrations for payment and automation. Designed for agencies, studios, and freelancers, it provides a complete lifecycle environment from onboarding to service delivery and billing.

Key Features

Branded Client Portal A customizable portal for communication, project tracking, and payments.

• Add logo, colors, and custom domain
• Provide clients with request submission and payment access

Client Request & Project Management Organize tasks, requests, and timelines.

• Create checklists and templates
• Track time and assign team members

Service Catalog & Checkout Forms Offer shoppable services with structured pricing.

• Support one‑time and recurring services
• Collect requirements via custom fields

Automated Billing & Invoicing Manage payments and recurring charges.

• Generate invoices and accept online payments
• Stripe, PayPal, API, and webhook support

Unified Workflow Management Centralize files, messaging, and operational data.

• Messages, files, and tracking in one system
• Real‑time insights and analytics

Subscription Management Supports pausing/unpausing for recurring services.

• Clients may pause, unpause, or cancel subscriptions
• One active recurring subscription per service

Benefits

Streamlined Agency Operations Reduces tool switching and centralizes operations.

• One platform for communication, tasks, and billing
• Consistent branded environment for all clients

Improved Client Experience Provides clients with clarity and structured access.

• Track project progress
• Easy service purchasing and billing

Enhanced Financial Management Automates billing and increases payment reliability.

• Automatic invoice generation
• Integrated online payments

Scalable for Agencies and Teams Supports growth with team seats and workspace tiers.

• Multiple workspaces by tier
• Custom permissions and roles (via updates)