Wrestling with spreadsheets and scattered tools? It doesn't have to be this hard.
One system for pipeline, clients, projects, invoices, and finance. No spreadsheets. No monthly SaaS fees bleeding your agency dry. Own it forever, host it yourself.
Request a demoTired of juggling tools and losing money?
Scattered tools, no visibility
Pipeline in one tool, projects in another, invoices somewhere else. Can't see which projects are profitable or what your cashflow looks like.
SaaS fees bleeding you dry
$50 per user per month. Add a team member? Another subscription. Price hikes every year. Your data held hostage. No way out.
Spreadsheets everywhere
Tracking pipeline in Excel. Project status in Google Sheets. Expenses in another spreadsheet. Nothing connects. Everything breaks.
One system. One payment. You own it forever.
Pipeline, clients, projects, invoices, expenses, and finance in one place. See cashflow and project profitability at a glance. One-time payment. Unlimited users. Self-hosted on your infrastructure. Your data, your control.
Stop switching between tools. See everything in one place.
No more spreadsheets. No more scattered tools. Pipeline, clients, projects, invoices, expenses, and team—all connected, all visible.
Pipeline & leads
Leads scattered across email, spreadsheets, and sticky notes?
Capture and track every lead in one place. Move deals through stages, see pipeline value and expected close dates. Convert won leads to clients with one click.
Clients
Can't remember which projects belong to which client?
Central client directory with all contact details, notes, and status. See linked projects and invoices. Trace clients back to their lead source.
Projects & delivery
Clients asking for status updates constantly? Need separate e-sign tools?
Tasks, milestones, and files per project. Client portal shows status, progress, and files. Built-in e-signature—no third-party subscriptions. Clients see everything without accessing your CRM.
Invoicing
Invoicing in one tool, payments tracked elsewhere?
Create invoices linked to clients and projects. One-time, recurring, or milestone-based. Track payments, generate PDFs. Everything connected.
Expenses & finance
No idea which projects are profitable? Cashflow a mystery?
Log expenses, tag to projects. Dashboard shows pipeline value, revenue, and cashflow. See project profitability and team cost breakdown. Know where you stand.
Team & capacity
Contractors need contracts signed but don't have access?
Team roster with capacity and cost tracking. Optional employee portal for contractors to complete profiles, add bank details, and sign contracts in-browser. No separate e-sign tool needed.
You wouldn't be here if the way you've been working was working. It's time for Agency Operations.
Leads scattered across email, spreadsheets, and sticky notes? It's time for Agency Operations.
Can't see which projects are profitable or what your cashflow looks like? It's time for Agency Operations.
Clients asking for status updates constantly? Need separate e-sign? It's time for Agency Operations.
Invoicing in one tool, payments tracked elsewhere? It's time for Agency Operations.
No idea which projects are profitable? Cashflow a mystery? It's time for Agency Operations.
Contractors need contracts signed but don't have access? It's time for Agency Operations.
Subscription fees keep adding up? Multiple SaaS tools bleeding your agency dry? It's time for Agency Operations.
Tired of looking disorganized in front of clients? It's time for Agency Operations.
Stop paying for multiple SaaS tools. One platform replaces them all.
For a 5-person agency, you're likely spending $200–$600+ per month on scattered tools. Replace them with one system.
CRM & Lead Management
$0–$50/user/month
HubSpot, Pipedrive, Salesforce
Project Management
$10–$30/user/month
Asana, Trello, Monday.com, Basecamp
Invoicing & Billing
$15–$30/month
FreshBooks, Invoice2go, Wave
E-Signature
$15–$50/month
DocuSign, HelloSign, Adobe Sign
Client Portals
$0–$100+/month
Custom portals, Basecamp client view
File Storage
$10–$20/user/month
Dropbox, Google Drive (project files)
Expense Tracking
$5–$15/user/month
Expensify, Receipt Bank
Financial Dashboard
$0–$50+/month
Tableau, Power BI, custom reports
Monthly Savings
$200–$600+
per month for a 5-person agency
No per-user fees. No monthly subscriptions. One-time payment covers unlimited users.
ROI & Break-Even
10 months
to break even at minimum savings
After that, you save $200–$600+ every month. Over 3 years, that's $5,201–$19,601 saved.
One-time payment: $1,999
Replace $200–$600+ monthly SaaS costs. Break even in 10 months. Save thousands every year after.
⚡ Launch pricing ends soon
Price returns to $2,599 after 10 agencies have purchased
- Full source code access
- Concierge installation (Hetzner/ DigitalOcean / Render)
- Unlimited users
- White-label, self-hosted
Save $600 — Limited time launch offer
Lock in this price before it increases
Latest insights
Tips, strategies, and stories about agency operations, profitability, and growth.
Why Agency Operations Software is Better Than Spreadsheets: 10 Key Advantages
Still using spreadsheets to manage your agency? Learn why agency operations software beats spreadsheets for lead tracking, client management, project tracking, invoicing, and financial visibility.
The Importance of Agency Client Portal: Why Every Agency Needs One
Discover why client portals are essential for modern agencies. Learn how client portals improve communication, reduce emails, increase client satisfaction, and make your agency look more professional.
See if Agency operations software fits your agency
Request a personal demo. No commitment.
- What happens if the server goes down?
- It's your DigitalOcean, Hetzner, or Render account. It's as stable as any other SaaS, but you control it. You own the infrastructure and the data. You can set up backups, monitoring, and redundancy just like any other self-hosted application.
- Do I get updates?
- Critical bug fixes are free for 12 months. After that, you have full source code and can maintain or extend as you need. You're not dependent on a vendor's roadmap or forced updates.
- Is my data secure?
- Yes. The platform is self-hosted on your own infrastructure. Your data never leaves your environment. No third-party data hosting. You control access, backups, and security measures.
- What does white-label mean?
- You deploy the platform under your agency's name and branding. Clients see your brand, not ours. The client portal, employee portal, and all interfaces can be customized with your logo, colors, and branding.
- Do I need technical knowledge to set this up?
- Concierge installation is included. We'll help you deploy on DigitalOcean, Hetzner, or Render. After setup, day-to-day use requires no technical knowledge—it's a standard web application your team accesses through a browser.
- Can I replace my existing tools immediately?
- Yes. The platform covers pipeline, clients, projects, invoicing, expenses, and finance. You can migrate from spreadsheets and scattered tools. However, it doesn't replace full accounting software (like QuickBooks) for tax filing and statutory reporting—you'll still need your accountant.
- What about the built-in e-signature? Do I need DocuSign?
- No. Clients and contractors can sign contracts directly in-browser using the built-in e-signature feature. No separate DocuSign, HelloSign, or Adobe Sign subscription needed. It's included in the platform.
- How does the client portal work?
- You share a secure link with clients. They can see project status, progress, milestones, files, and contracts without logging into your main CRM. Optional email verification adds extra security. Clients can sign contracts and download files—all branded with your agency's name.
- Is there a limit on users or projects?
- No. Unlimited users, unlimited projects, unlimited clients. The one-time fee covers everything. No per-user charges, no monthly subscriptions, no limits.
- What if I need to customize it?
- You get full source code access. Customize the UI, add features, integrate with other tools—it's yours to modify. After 12 months of bug fixes, you can maintain and extend it however you need.
- Does this replace my accounting software?
- No. This handles invoicing, expense tracking, and financial visibility for agency operations. You still need accounting software (QuickBooks, Xero) for chart of accounts, tax filing, and statutory reporting. This complements your accounting system, not replaces it.
- Can I see which projects are profitable?
- Yes. The dashboard shows project profitability by comparing revenue and costs (including team time). You can see which projects make money and which don't, helping you make better pricing and resource decisions.
- What happens after 12 months?
- You have full source code and can maintain it yourself. Critical bug fixes are free for 12 months. After that, you own the codebase and can extend it yourself, or we can build custom features for you with hourly charges. No forced upgrades or subscription renewals.