Clients & contacts
Keep every relationship in view
Companies, multiple contacts, owners and notes in one shared CRM.
Coming soon · Agency operations platform
Every client, project and margin.
One clear view.
AgencyFlow brings your CRM, fee proposals, client projects, team workload, supplier costs and project profitability together — with client media spend kept separate from agency revenue.
01Your clients. Connected.
02Your team. In sync.
03Your margins. In view.
One connected operation
Less switching systems.
More running your business.
From the first client conversation to the final report, keep the work connected.
Opportunities & proposals
Win the work
Track opportunities, prepare fixed-fee or retainer proposals and approve them into projects in one step.
Projects & milestones
Deliver on time
Milestones and deliverables with owners, due dates and estimated hours, created straight from the approved proposal.
Team & workload
Balance the team
See open milestones and hours per person, and spot overdue work early.
Suppliers & freelancers
Know what each project costs
Log freelancer, supplier and expense costs once against the right project.
Revenue & margins
See real margins
Contracted fees, recognised revenue and gross margin — pass-through media never counted as agency income.
From setup to everyday clarity
One place. Three simple steps.
- 01
Connect your operation
Bring together your clients, team, suppliers and company settings.
- 02
Run your business in one place
Manage proposals, projects, people and costs without losing the thread.
- 03
See the bigger picture
Review workload, sales performance, recognised revenue and costs.
Coming soon
Your next chapter
starts here.
See what AgencyFlow could do for your business. Leave your details and hear more as we get closer to launch.
Want to discuss a demo? Request a demo