About This Site
All-in-one agency workspace for projects, clients, contracts, and billing Agencly is an all-in-one agency operations workspace for freelancers and agencies. It combines project management, client portals, invoicing, contracts, time tracking, leads, finance, communication, scheduling, documents, analytics, and team collaboration in one platform. Agencies can manage client work from the initial lead and proposal through project delivery, approvals, client communication, and payment.
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Key Features AI
Core Features
Project management with boards, lists, tasks, milestones, deliverables, files, notes, and progress tracking
Client portals for sharing project progress, files, invoices, messages, and updates
Invoicing, online payments, finance dashboards, and time tracking that converts billable hours into invoices
Contracts, proposals, templates, and electronic signatures
Lead management, intake forms, contacts, and service catalogs
Team collaboration with roles, permissions, messages, documents, and meetings
Calendar and scheduling for deadlines, deliverables, and client calls
Analytics and reporting for agency operations
MCP integrations with Claude, ChatGPT, and Cursor
Security features including encryption, role-based access control, audit visibility, automated backups, and isolated client data
Advantages
Combines agency project delivery, client management, contracts, billing, and communication in one workspace
Includes a private client portal for each client
Supports time tracking connected to invoicing
Offers role-based access control, audit visibility, backups, and encrypted data
Modular setup allows agencies to enable only the tools they need
Provides a 14-day free trial with no credit card required
Supports data export and does not require an immediate full-stack migration
Offers MCP connectivity for Claude, ChatGPT, and Cursor
缺点：Starter limits usage to 10 projects, 15 clients, one team member, and 5 GB of storage
缺点：Advanced analytics and custom service offerings are only available on the Pro plan
缺点：White-label client portals are limited to the Agency plan
缺点：Some agencies may need time to configure multiple modules and migrate workflows
缺点：The platform is primarily focused on agencies and freelancers rather than general-purpose teams
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