What is Agencly
Agencly is an all-in-one agency operations platform designed for freelancers and agencies. It replaces multiple separate tools like Trello, HoneyBook, Bonsai, and standalone invoicing apps with a single shared workspace. Agencly helps manage projects, clients, billing, approvals, reporting, and client communication in one place.
How to use Agencly
- Sign up: Start a free trial by registering on the platform. No credit card is required for the 14-day trial.
- Set up your workspace: Customize your workspace with your company name (e.g., yourcompany.agencly.app).
- Explore modules: Use the sidebar to navigate through modules like Dashboard, Projects, Messages, Contacts, Teams, Leads, Docs, Invoices, Contracts, Tracker, Finance, Meetings, Services, Forms, MCP, and Settings.
- Manage projects: Create and track projects, assign tasks, set deadlines, and monitor progress.
- Handle billing: Generate invoices, track payments, and manage contracts.
- Communicate: Use the Messages module for client communication and collaborate with your team.
- Track time: Use the Tracker module to log hours and manage time-based billing.
- Book a demo: If you need assistance, you can book a live demo to see the platform in action.
Features of Agencly
- Dashboard: Overview of tasks, projects, and invoices at a glance.
- Projects: Manage project details, budgets, and deadlines.
- Invoices: Create and track invoices with statuses like Paid, Pending, etc.
- Contracts: Manage contracts and agreements.
- Client Portal: Provide clients with a dedicated portal for communication and approvals.
- Leads: Track potential clients and manage your sales pipeline.
- Finance: Monitor financial metrics and cash flow.
- Contacts: Store and manage client and team contact information.
- Services: Define and manage the services you offer.
- Docs: Create and store documents.
- Teams: Manage team members and roles.
- Messages: Communicate with clients and team members.
- Time Tracking: Log hours and track time spent on projects.
- Calendar: Schedule meetings and deadlines.
- Forms: Create custom forms for data collection.
- MCP: Integration with Model Context Protocol for AI capabilities.
- Settings: Customize your workspace preferences.
Use Cases of Agencly
- Freelancers: Manage multiple clients, projects, and invoices in one place.
- Agencies: Coordinate team members, track project progress, and handle client billing.
- Creative teams: Streamline workflows for design, development, and marketing projects.
- Consultants: Manage client engagements, contracts, and time tracking.
- Small businesses: Replace multiple tools with a single platform for operations.
Pricing
Agencly offers a 14-day free trial with no credit card required. Specific pricing plans are not detailed on the main page, but you can contact sales for more information.
FAQ
Q: Is there a free trial? A: Yes, Agencly offers a 14-day free trial with no credit card required.
Q: Can I book a demo? A: Yes, you can book a live demo through the website.
Q: What tools does Agencly replace? A: Agencly replaces Trello, HoneyBook, Bonsai, and separate invoicing apps.
Q: Is there a client portal? A: Yes, Agencly includes a client portal for communication and approvals.
Q: Does Agencly support time tracking? A: Yes, there is a Tracker module for time tracking.
Q: Can I manage contracts and invoices? A: Yes, Agencly includes modules for contracts and invoicing.
