Projects + automated onboarding
Projects, tasks, calendars, approvals, files, client workspaces, and repeatable onboarding workflows move together.
Consolidates project tools, client portals, and onboarding checklists.Projects, client collaboration, files, billing, social, email, and optional AI-powered strategy under your own brand.
100% self-serve · Unlimited seats and customers · Monthly or 20% off annual · Human support is optionalUse one system for the work that agencies often split across project management, client portals, reporting, billing, social scheduling, email automation, and document-production subscriptions.
Projects, tasks, calendars, approvals, files, client workspaces, and repeatable onboarding workflows move together.
Consolidates project tools, client portals, and onboarding checklists.Track performance, revenue, client activity, delivery health, and the metrics your agency needs without exporting everything into a separate reporting layer.
Consolidates standalone KPI and reporting dashboards.Proposals, quotes, invoices, recurring billing, subscriptions, receivables, and connected payment workflows stay tied to client delivery.
Consolidates billing, receivables, and payment point tools.Plan, approve, schedule, publish, and manage channels from the same workspace your team already uses for client work.
Consolidates social planning and scheduling tools.Build campaigns, reusable templates, funnels, recipient journeys, and automated email workflows without sending customer context to another system.
Consolidates email campaign and workflow automation tools.Automate proposals, quotes, strategy documents, branded PDFs, and other client-ready deliverables with one visual system.
Consolidates document generation and proposal point tools.No conceptual mockups. These product views are sourced from the current application interface and move subtly as you scroll. Click a screen to inspect it more closely.


Bring analytics, media, meetings, storage, payments, messaging, and AI into the same operating layer.
Use your name, logo, colors, domain, and client-facing language.
Repeatable workflow onboarding creates structure without making your team rebuild the same setup for every client.
Add teammates and customer workspaces freely, then move up only when you need campaign or document automation.
Starter includes the operating core, automated onboarding, KPI Dashboard, and accounting. Growth adds social media management plus email workflows and campaign management. Scale adds document automation. Every plan keeps seats and customer workspaces unlimited.
The complete white-label operating core for an agency that wants room to grow.
For agencies that want the operating core plus social and campaign automation.
For agencies ready to automate document-heavy client delivery as well as social.
Fully self-serve checkoutChoose a plan, choose monthly or annual billing, use a coupon if you have one, add account and billing details, complete secure payment, and the paid workspace opens automatically when the transaction clears.
There is no discovery-call gate on Agency Dashboard. Every support add-on covers one issue. If we cannot resolve it, the support fee is refunded and your agency receives one free month of Agency Dashboard service.
Support ticket
Support ticket + email support
Support ticket + email + phone support
Support add-ons are optional and can be selected during checkout. Level 3 includes phone support in addition to tickets and email.
Stage imports from Asana, HubSpot, monday.com, Zoho Projects, and generic exports before anything is committed. Keep the transition controlled and reversible.
Use a branded subdomain or mapped custom domain so clients stay inside an experience that feels like your agency from first click to final approval.
Technical hosting details stay behind the scenes.Projects, files, calendars, approvals, client access, automated onboarding, KPI reporting, accounting, billing, payments, unlimited seats, and unlimited customer workspaces.
Add social management, email workflows, campaigns, funnels, recipient journeys, scheduling, and publishing without per-seat or per-client fees.
Add automated proposal and client-document production with advanced branded document delivery.