Run every retainer client, your whole team, and your real profit in one workspace, instead of stitching together a CRM, an invoicing app, a time tracker, and three spreadsheets.
Yes. AgencyKit is built for agencies that bill clients every month and have a team. You manage retainer packages with usage that tracks itself, invite team members with per-module permissions, invoice automatically at month end, and see your real profit in a P&L that pulls payroll in on its own. It starts at $9 a month, billed per account, not per seat.
Nobody tracks how many deliverables went out this month, so scope creep goes unbilled and month-end invoicing becomes detective work.
Every new hire adds another seat fee across your CRM, PM tool, and invoicing app. Your software bill grows faster than your team.
Revenue looks fine and everyone is busy, but nobody can say which client is actually profitable or whether the month cleared payroll.
Here is how a marketing agency runs a month inside one workspace.
Leads move across a kanban pipeline with deal values, heat, and rotting alerts, so nothing goes cold. When you win, the lead becomes a client in one click with its full history intact.
Define a monthly package like twelve designs and eight posts. As your team completes tasks, usage counts itself down, and the month-end invoice drafts automatically with overage billed on Agency Pro.
The P&L pulls revenue from paid invoices, your logged expenses, and payroll from team salaries, so you see net profit and margin month by month, plus CAC and client profitability on Agency Pro.
The modules that matter most when you run retainers with a team, in the order you will reach for them.
Monthly packages with usage tracked from completed tasks and automatic month-end invoicing.
Learn more →Invite your whole team on a flat price, with view, create, edit, and delete controls per module.
Learn more →Revenue, expenses, payroll, CAC, LTV, and client profitability, computed from your real work.
Learn more →A branded portal where each client accepts proposals, pays invoices, and follows progress.
Learn more →A pipeline with heat, rotting alerts, follow-up cadences, and a public lead capture form.
Learn more →Campaigns to client and lead segments, sent from your own email address.
Learn more →If you have a team, retainer clients, and want your own brand on everything, Agency Pro adds unlimited members, an org chart, client profitability, and full white label. Smaller agencies do well on Agency.
Bring your retainers, your team, and your numbers together, and give month-end back to your evenings.
14-day free trial · Built for teams and retainers · Cancel anytime