Agency Builder

Hub for agencies to manage customers, invoices, payments,expenses in one place

Agency Portal - Complete Digital Agency Management Toolkit



Streamline your digital agency operations with our comprehensive management platform. Agency Portal combines essential business tools in one intuitive dashboard, designed specifically for agencies and freelancers.



Key Features: • CRM Tool - Manage customers, generate professional invoices, track payments, and monitor expenses with automated VAT calculations • Client Onboarding - Create custom onboarding forms with shareable links to collect client requirements and project details efficiently



What You Get: ✓ Customer relationship management with retainer tracking ✓ Automated invoice generation with PDF downloads ✓ Payment status monitoring and overdue alerts
✓ Expense categorization (monthly/one-off) with reporting ✓ Monthly profit/loss calculations ✓ Professional client onboarding forms ✓ Secure user authentication and data protection ✓ Mobile-responsive design for on-the-go access



Perfect for digital agencies, marketing consultants, freelancers, and service providers who need to organize client relationships, automate billing processes, and professional client onboarding. Save hours of administrative work while maintaining professional standards with automated workflows and comprehensive financial tracking.