The ultimate agency management platform

An agency management platform runs an agency's projects, time, CRM, proposals, contracts and invoicing in one system on a single data model, so the work, the team and the money stay in sync without integrations or reconciliation between tools.

Most agencies use AgencyFlo to retire their project tool (Asana, ClickUp, Monday, Notion), time tracker (Harvest, Toggl), CRM (HubSpot, Pipedrive), proposal and contract tool (PandaDoc, DocuSign) and invoicing tool. One subscription replaces five to ten.

Yes. AgencyFlo is one closed-loop platform rather than a suite of separate modules bolted together, so a paid invoice updates profitability with no step between. FloAI reasons across the whole loop instead of one screen at a time.

Because it all runs on one data model: projects, time, CRM, proposals, contracts and invoicing share it, so a paid invoice updates margin as soon as it lands. There are no integrations to maintain and no reconciliation between tools, so owners see profitability as the work happens rather than at month-end.

Project management software handles tasks and timelines. An agency management platform adds the commercial loop around the work (time, money, clients and documents) so margin and utilisation update automatically as the work moves, not in a spreadsheet afterwards.

Flat pricing: $50/month for teams up to 25, $100/month for 26 to 249, or $500 one-time for lifetime access. Teams of 250+ get custom pricing. Every plan includes every feature, with no per-seat charges.