AgencyMate

Every Feature Your Agency Needs
In One Platform

Stop juggling multiple tools. AgencyMate brings everything together—client management, billing, projects, and communication—in one powerful, easy-to-use platform.

Core Features

Everything you need to run your agency efficiently and impress your clients

Client Management

Complete CRM with contact management, onboarding workflows, and client health scoring. Track all client information in one place.

  • Automated client onboarding
  • Client health scoring
  • Contact management
  • Client portal access

Billing & Payments

Automated invoicing, subscription management, and payment processing with Stripe integration. Get paid faster.

  • Recurring billing
  • Automated invoicing
  • Stripe integration
  • Payment reminders

Project Management

Kanban boards, task automation, team collaboration, and deadline tracking. Keep projects on track.

  • Kanban boards
  • Task dependencies
  • Time tracking
  • Team collaboration

Reports & Analytics

Beautiful branded reports, real-time analytics, and automated client updates. Show your value.

  • Branded reports
  • Real-time analytics
  • Automated reporting
  • Performance metrics

Client Communication

Built-in messaging, ticketing system, and automated notifications. Keep clients informed and happy.

  • In-app messaging
  • Support ticketing
  • Email notifications
  • File sharing

White-Label Portal

Custom domains, branded interface, and personalized client experience. Make it yours.

  • Custom domain
  • Brand colors & logo
  • Custom email templates
  • Personalized interface

Advanced Capabilities

Powerful features to scale your agency

Automation

Automate workflows, tasks, and notifications to save hours every week.

Smart Notifications

Intelligent alerts keep your team and clients informed at the right time.

Scheduling

Built-in calendar and meeting scheduler with automated reminders.

Integrations

Connect with Stripe, Google Analytics, Slack, and 100+ other tools.

Enterprise Security

Bank-level encryption, SOC 2 compliance, and 99.99% uptime SLA.

Business Intelligence

Advanced analytics and insights to make data-driven decisions.

API Access

Full API access to build custom integrations and workflows.

Role Permissions

Granular permission controls for team members and clients.

Ready to See AgencyMate in Action?

Start your 14-day free trial today. No credit card required.