AgencyKit is client management for small agencies and freelancers. Every proposal, contract, invoice, task and meeting for a client sits on one Client 360 timeline, organized with stages and tags, backed by a shared brief and custom fields, so anyone can pick up the relationship in seconds.
AgencyKit client management is where small agencies and freelancers run the clients they have already won. Every client has a Client 360 timeline that gathers each proposal, contract, invoice, task and meeting in one place, plus stages and tags to organize your book, a shared brief per client, and custom fields. It lives in the same workspace as your billing and delivery, and base client management is included in every plan from $9 a month.
The proposal is in one app, the contract in another, invoices in a third, and the meeting notes in someone's inbox.
A teammate is out, a client emails, and nobody can quickly see what was promised or what is due next.
Every new hire relearns each client from scratch because the important context was never written down anywhere shared.
Not another address book, a living profile of everything you have ever done for a client.
Every proposal, contract, invoice, task and meeting for a client on one chronological timeline. Open a client and the whole story is right there.
Give each client a stage and apply tags, then filter your whole book by status, service, retainer, or any label your agency uses.
One brief per client that the team fills in, so context lives in the account, not in someone's head. Edit access is controlled per member.
Add up to ten custom fields, text, dropdown, number, date or link, shared across leads and clients so your data model matches how you actually work.
Bring your existing client list in fast with CSV import. Start with your whole book already loaded instead of retyping records one by one.
Store 10 clients on Starter, 100 on Agency, and unlimited on Agency Pro, so your workspace scales from your first client to your hundredth.
Clients are the post-sale side of AgencyKit. When you close a deal on the leads & pipeline, the won lead becomes a client in one click with its history intact, then every proposal, contract, invoice, task and meeting you create keeps stacking onto its Client 360 timeline automatically.
Try it freeOn Agency Pro, Reports turns that history into client profitability, CAC and LTV per account.
| Capability | AgencyKit | Generic CRM / spreadsheet |
|---|---|---|
| Full history per client | Yes, one Client 360 timeline | Scattered across tools |
| Proposals, contracts, invoices attached | Built in, same record | Manual links, if any |
| Shared brief with edit control | Per-member access | A doc anyone can break |
| Custom fields & tags | Shared across leads & clients | Rebuilt per sheet |
| Client records included | 10 / 100 / unlimited by plan | N/A |
| Pricing model | Per account, from $9/mo | Per seat, per module |
Import your book with CSV, tag it, and let every proposal, invoice and meeting stack up in one place.
14-day free trial · Client management in every plan · Cancel anytime