Agencly
Operations platform for agency clients, projects, teams, and payments
About Agencly
Agencly is an operations platform for modern agencies that brings clients, projects, teams, and payments together in one workspace. The website describes nine modules and AI integrations, and supports assigning Owner, Admin, Member, Client, and Guest roles to team members and clients so people can view content according to their permissions. Data is encrypted both in transit and at rest on hosted infrastructure.
Best for
Best use cases
Manage client projects
Collaborate with teams and clients
Handle payments in one place
Control access by role
Compare before choosing
The official comparison page says it can replace Trello, HoneyBook, Bonsai, and standalone invoicing apps.
Features
Unified operations workspace
Manage clients, projects, teams, and payments in one workspace.
Nine modules and AI integrations
The website describes nine modules and AI integrations that can be enabled based on agency needs.
Role-based permissions
Invite team members and clients, and use Owner, Admin, Member, Client, and Guest roles to control content visibility.
Data encryption
Data is encrypted with TLS in transit and at rest on hosted infrastructure.
Pros
- Brings clients, projects, teams, and payments together in one workspace
- Supports role-based permissions for team members and clients
- Starter offers a 14-day full-featured free trial with no credit card required
Cons
- Starter includes 10 projects, 1 team member, 15 clients, and 5 GB of storage.
Pricing Plans
Starter
- Core solo operations platform
- Email support
- 10 projects
- 1 team member
- 15 clients
- 5 GB of storage
* Pricing information is for reference only. Please refer to the latest announcement on Agencly's official website.