Welcome to AgencyKit, the all-in-one workspace for freelancers, agencies, and service providers of every kind. Whatever you sell your clients, you run it here.
This is your command center. Revenue this month, active clients, pending proposals, unpaid invoices, and hours logged, the whole business at a glance.
A live revenue chart of your last six months, and a quick summary of what needs attention.
And these tabs break it down into your business, sales, time, and a full profit and loss.
Every deal you are chasing lives on this pipeline, from new to won, with the value weighted by stage.
Each card shows its value, how hot it is, and how many times you have followed up.
Drag a lead between stages and it moves through your funnel. Leads that go quiet cool down and resurface on their own.
When a lead says yes, convert it into a client in one click, and everything carries over.
Your clients, with lifetime value, what is outstanding, and how recently you were in touch.
Open any client and you get a full 360 view. Their lifetime value, unbilled time, and next meeting, right up top.
A client brief so the whole team stays aligned, the services they are on, and their retainer usage.
And one timeline of everything that ever happened, proposals, invoices, payments, meetings, and time, plus an AI you can ask anything about the relationship.
Set up your services once, with a rate, by the hour or by the project.
These feed straight into your proposals, your packages, and your tasks, so you never retype a price.
Every engagement starts with a proposal. Here are all of yours, with their status at a glance.
Give it a title, and pick the client it is for.
Add what you are selling. Each line has a description, a quantity and a price.
Add another, and the total updates as you go.
The proposal is ready, and your client gets a clean, branded page.
This is exactly what the client sees. Your brand, the scope, and the total.
And they accept in a single click.
Accepted. The moment they say yes, you are notified.
With the work won, the invoice is ready. Send it in a single click.
Your client gets a payment link and pays online, by card or PayPal.
Paid. And your revenue updates on the dashboard, instantly.
An accepted proposal can draft the contract for you. Here are all of yours, draft, sent, and signed.
You send it for signature, and your client reads and signs online, with a full audit trail.
Once it is signed, AgencyKit drafts the deposit invoice and the delivery tasks automatically. The whole quote-to-cash pipeline, connected.
Delivery lives on this board, from to-do all the way to complete.
Create a task, link it to a service, set a priority, and add a checklist.
Move a task to in progress and a timer starts on its own. Move it to done, and those minutes land in your timesheet, ready to bill.
Track time from anywhere with the timer, or add it by hand. Every billable hour is right here.
Select the entries you want, and turn them straight into an invoice. Your time becomes money without re-keying a thing.
Share your booking page and let clients pick a slot from your real availability.
Meetings sync with your Google Calendar, and each one links back to the client it belongs to.
Every invoice in one place, filtered by unpaid, paid, or overdue.
Create one from a proposal or from tracked time, add tax, and send it.
Your client pays online, the payment records itself, and overdue invoices chase themselves with reminders.
For retainer clients, set the invoice once and it issues itself every month.
Monthly packages track their own usage. Completed tasks draw down the units, and at month end the invoice generates itself, with automatic overage billing on Agency Pro.
Log your expenses, including the recurring ones like software and rent.
Then open the profit and loss. Revenue, minus expenses, minus payroll, equals real profit, in your own currency.
Beyond the numbers up top, you get reports for the business, your sales, your clients, and your time.
See which channels bring in revenue and who on your team is driving it, so you always know what is working.
Document how your studio works once, in the playbook.
Assign these standard procedures to your team, so quality never depends on memory.
Invite your team, and give each person exactly the access they need, module by module.
The designer sees tasks and time. The account lead sees clients and invoices. You decide, with a permissions matrix.
Build reporting lines into an org chart so managers see their team, set monthly targets per person, and keep salaries owner-only.
On Agency Pro, make the whole thing yours. Add your logo and your colors.
Every proposal, contract, and invoice, on screen and in the PDF, carries your brand, not ours. Your clients only ever see you.
Give clients a portal of their own, a branded space under your name.
They log in to review proposals, sign contracts, and pay invoices, all in one place, all your brand.
Send an email campaign to a segment of your clients or leads.
From your own address, in Arabic or English, with a clean editor and a clear call to action.
AgencyKit is not a walled garden. Connect Claude, Cursor, or Codex through MCP.
Drive your whole workspace with AI, in plain language. Create a client, draft a proposal, or ask about a relationship, and it just happens.
Set your currency and your company details, and even earn credit by referring other agencies.
That is AgencyKit. Your whole business, from the first hello to the paid invoice, in one place.
Start your free trial today, and run every client the way you always wanted to.