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Keeping track of client info across multiple tools is like trying to remember every Marvel movie plotline. (Paging Doctor Strangeâthese platforms are their own multiverse.)
And even if you have the information, you still need to flip back and forth between products for things like billing, client logins, and project management.
In an ideal world, your agency would have one simple and centralized platform that organizes client info, projects, billing, and moreâwithout opening up 15 different apps.
Welcome to Agency Maestro.
TLDR;
- Get a single platform to manage and fulfill client services, plus automate invoices and payments via Stripe and PayPal
- Alternative to: invoicely and Proposify
- Access an integrated task and project system that stores client contracts, passwords, notes, contracts, and reports
At a Glance
Best for
- IT/security agencies
- Marketing agencies
- Web design agencies
Operating system
- Browser-based
Detailed Description
Agency Maestro is a client management platform that includes project management, automated billing, and client information storage for agencies of all sizes.
Agency Maestro was designed to provide marketing and consulting agencies with one centralized management solution to grow profitably with precision.
Youâll be able to set up your account in minutesâjust add your services and enter Stripe information to charge clients by credit cards or ACH.
The clear revenue dashboard makes it easy to view ongoing success with at-a-glance monthly revenue, split by monthly recurring retainers versus one-time costs or hourly billing.
The at-a-glance agency dashboard displays revenue and data metrics based on client services and invoices.
Agency Maestro also offers client accounts with note-taking and separate profiles, so you donât lose track of important info when you need it.
You can safely centralize client info like contracts, passwords, and reports, as well as track time for client projects.
Plus, the platform allows you to add client note tracking for completed work or internal note-taking for private messages between agency members.
Store client data like account passwords in a single management database for safe-keeping.
Youâll get custom service billing with unique billing logic that you can tailor to individual clients, including one-time services, monthly retainers, or hourly billing.
Plus, Agency Maestro's flexible payments let clients choose to pay upfront or at the end of a 30-day period via credit card, check, or PayPal.
Using the seamless Stripe integration, you can also create recurring payments with white-label invoices.
Manage client invoices with quick views of the date, total, and payment method.
Agency Maestro also offers a simple task and project management system to keep you on top of client services and deliverables.
For better alignment on what youâre providing and projects that youâre billing for, you can even custom name each serviceâthese names will show up on your white-labeled invoices.
Plus, Agency Maestro gives you the option to post notes from tasks to client profiles, letting you know which services are completed and which still need to be delivered.
Automatically post notes from tasks to client profiles to see whatâs finished and what needs to be done.
The only thing more chaotic than an unorganized client database is your WFH coworkers. (âOne more accident and I'm calling HR, Mr. Mittens!â)
Agency Maestro puts all your client data in one place, with integrated project management and billing tools to streamline workflows and make your life way easier.
Run your agency effortlessly.
Get lifetime access to Agency Maestro today!