Introducing AgencyPro: Client Portal and Agency Management in One Place
AgencyPro is client portal and agency management software — branded portals, requests, projects, invoicing, CRM, and payments through Stripe or PayPal…
Introducing AgencyPro: Client Portal and Agency Management in One Place
Agencies lose hours hopping between project tools, file shares, and separate invoicing. AgencyPro is client portal and agency management software — branded portals, requests, projects, CRM, invoicing, and Stripe/PayPal payments in one workspace.
It sits in the coach/agency SaaS layer for service businesses that deliver client work as requests or retainers.
What AgencyPro does
Agency ops from onboarding to final invoice:
- Branded client portal — logo, colors, custom domain; clients submit requests and pay in one login
- Request board — list/Kanban with statuses, checklists, and comments
- Billing — invoices, subscriptions, service packages, payment reminders
- Client CRM — invoices, requests, messages, and files on one profile
- Messaging — conversations next to the work, with email notifications
- Pro extras — time tracking, proofing/approvals, SLA tracking
Explore:
- AgencyPro
- Contact: support@agencypro.app
Who it is for
Marketing, design, SEO, video, content, and consulting agencies — from solo founders to growing teams — who want clients inside a portal instead of endless email threads.
Where it fits in a content stack
AgencyPro owns client request → delivery → invoice. You still own creative craft; AgencyPro compresses portals, PM, CRM, and payments.
Why it matters now
Productized services and retainers need a home clients trust. A white-label portal with checkout and request forms reduces tool sprawl and late payment chase.
How teams typically use AgencyPro
A design studio invites clients to a branded portal for briefs and proofing. A marketing agency runs retainers as recurring requests with Stripe subscriptions. An IT consultancy tracks tickets with SLAs on Pro while finance sees payment status in one CRM profile.
Quick tips if you try AgencyPro
- Use the 14-day Pro trial to test portal + billing before you commit.
- Productize services as packages so clients buy through order forms.
- Turn on payment reminders before and after due dates.
- Import clients/services via CSV when migrating.
- Email support@agencypro.app — typical replies within a few business hours.
Soft close — related tool
If you also need concept → storyboard → animated or whiteboard explainer / Reels (not talking-avatar presenters), see Scro Explainer. Scro (by NOVAX) is built around approving an AI storyboard before you render — useful when agencies deliver explainers as client work. Keep AgencyPro as the focus of this intro; Scro is only a related option for storyboard-first explainers.