AgencyGenie runs a service agency from first message to paid invoice. Your catalog prices the work, Scope Studio turns it into a signed SOW, the Client Portal records every approval, and clients pay by card into your own Stripe account.
Basic $99/mo · Add modules at $50/mo each · Built for US agencies
The price was settled on WhatsApp, the extras on a call, and nobody can find what the client actually approved.
Proposals go out without the real cost of each deliverable, so margin is a guess until the project is over.
Threads live in personal inboxes. When an account manager leaves, the relationship walks out with them.
Deposits and retainers are invoiced manually, and nobody sees which milestone is still unpaid.
Your services are built once, from the bottom up. Each deliverable knows its unit, its internal cost, what the client must send you and what you hand back. Proposals are assembled from those pieces, so margin is visible before you send.
How your services are grouped on proposals and in the portal.
Quantity, revisions and turnaround set per proposal, priced from the deliverable's cost.
Example catalog entry. Every agency type starts with its own starter catalog, which you edit to match your rates.
Clients with multiple brands and contacts, notes, and a timeline of every call, email, proposal and payment.
Details →Price from what work actually costs you. Deliverables carry internal cost, required client inputs and handoff files.
Details →Proposals with versions, negotiation on scope, quantity and price, then an SOW with e-signature and change orders.
Details →Clients approve, upload inputs, review deliverables and request revisions. Every sign-off is saved with who, which version and when.
Details →Connect your own Stripe account. Clients pay deposits, milestones and retainers by card, and payments post to the client and SOW.
Details →Build and publish your agency site with a visual page builder, wired to your lead capture.
Details →A website chatbot, a live chat console your team can take over, and inbound calls right from your site.
Details →Connect company mailboxes once. Each staff member sees only their assigned clients, and history stays when people leave.
Details →Each module is $50 a month and includes resource management, because none of them work without assigning people. Add one, two or all three.
A separate portal for your sales team, with calling built in.
sales.agencygenie.appFor one-time work: builds, launches, books, apps.
For monthly, repeating work: social, SEO, ads.
Each proposal, input request and deliverable reaches the client by email and in their portal. When they approve, AgencyGenie saves who approved, which version and when, and you can export the trail as a PDF.
The platform is the same for everyone. Your agency type decides which starter catalog loads on day one.
Monthly content cycles, client pre-approval and retainers billed by card.
See the setup → ProjectPage-by-page scopes, milestone payments and clean handoffs.
See the setup → ProjectSOWs, change orders and phase acceptance for every release.
See the setup → ProjectManuscript inputs, chapter approvals and author payments.
See the setup →Running a different kind of agency? Tell us about it and we will show you how the catalog fits.
Included in every account.
Clients get a free login to your Client Portal. Every proposal, approval request and deliverable is also sent to them by email, so nothing depends on them remembering to log in.
You do. You connect your own Stripe account and clients pay into it directly. AgencyGenie records each payment against the client and the SOW; it never holds your money.
Client Inbox connects your company mailboxes, not personal ones. Each team member sees only the clients assigned to them. When they leave, you reassign their clients and the full history stays with the company.
No. Basic covers selling and client approvals on its own. Add Sales Management when you run a sales team, Project Management for one-time work, and Campaign Management for monthly retainers.
Yes. You start from the starter catalog for your agency type and adjust it, or we help you load your own services, costs and packages during onboarding.
Book a 30-minute walkthrough. We load the starter catalog for your kind of agency, build a real proposal with you, and show what your client sees when it lands.
