AgencyPro

AgencyPro is a client portal and agency management platform designed to streamline operations for service-based businesses such as marketing, SEO, design, and IT consultancy agencies. It consolidates multiple business functions into a single platform, helping agencies manage client communications, project workflows, billing, and team collaboration through a fully branded and customizable interface.

The app offers a comprehensive set of features including service catalogs, project management with various task views (list, queue, Kanban), priority assignments, and real-time progress tracking. It supports automated project creation triggered by client actions, integrated time tracking for billable hours, and invoicing capabilities with payment reminders. Subscription billing is supported, allowing agencies to manage retainers and recurring payments easily.

AgencyPro centralizes client communication through a messaging module that organizes conversations to reduce email clutter. File management features include unlimited storage, file proofing, and sharing of large files. The platform also includes automation tools such as auto-assignment of client requests based on rules, workflow management, and comprehensive reporting to track team performance, revenue, and client satisfaction.

API access and webhook support enable agencies to create custom integrations and automate workflows tailored to their specific needs. Payment processing is integrated via Stripe and PayPal, with additional connectivity to over 7,000 apps through Zapier for extended functionality.

The platform emphasizes customization, offering fully customizable user interfaces, branding options, custom domains, and complete control over the client portal's appearance to maintain brand consistency. Security features include SSL encryption and GDPR compliance to protect user data.

Overall, AgencyPro serves as a unified solution for managing client relationships, operations, and finances within a single branded environment, aimed at improving agency efficiency while maintaining a professional front-end experience. Its blend of project management, automation, billing, and communication tools makes it suitable for agencies seeking an integrated platform without the need for multiple disconnected tools.

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Website: agencypro.app

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