AGENCY MANAGEMENT SUITE

Built for agencies,
by agencies

Scale your business more efficiently with an easy-to-use, highly flexible agency management tool.

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Having this close partnership with the Agency Suite Team really gave us a level of involvement that we don’t get elsewhere.

This feedback loop is really instrumental in improving our systems and the platform itself.

We have users in our team who need different kinds of access and features, and being able to adjust that easily has been a real time-saver and a boost in efficiency. The customization feature has been a real big help!

What we have so far is great and I’m excited for all the new features that are lined up! We’re headed in the right direction and I can’t wait.

I love how everything is built-in. Everything we need—and not just for project management purposes—for accounting, HR, and Analytics, is all in one place and helps make things more efficient.

We used to get financial clarity around account, project, and team profitability 2 weeks after the end of each month… Now we get it updated daily…. Automatically.. Thanks to this, we are making much better decisions in terms of resourcing and sales.

Very happy with the many integrations that are readily available. We’re not starting from scratch; we’re combining Agency Suite with the best of the 3rd party options we currently use.

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Make better
decisions, faster.

As you grow your agency, the complexity of the processes and projects also multiplies. As an agency ourselves, we’re familiar with the challenge!

Get clear answers to key management questions and see the big picture – all in one platform.

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Simplify. Get only
the tools your
agency needs!

Cut the fat and use a lean, mean management machine that meets your specific demands! Our platform is rich with modular tools and integration capabilities so you can configure it to your liking.

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Automate. Optimize. Customize.

Create more time for tasks that directly boost your bottom line and leave the backend processes to us!

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AgencySuite Features

project management

Systematize your projects and sort out management kinks

Are all team members productive or at capacity? Should you rethink the allocation of resources and adjust timings?

Effectively organize and connect with your team reliably.

Time tracking and logs

Determine your team’s utilization rates and enhance overall productivity.

Project scope and timeline management

Get a bird’s eye view of your diverse range of accounts. Allocate time and resources expertly.

Approval tracking and client dashboards

Ensure transparency with your clients and provide them easy access to the project’s key metrics to see where all the team’s hard work goes!

HR & ADMINISTRATIVE

Keep your team happy and always be on top of people management

Organize and effectively carry out all the nitty-gritty tasks directly involved with managing your agency’s most valuable asset – your team.

Employee records and salary data

Employee records and salary data

Find all relevant employee data about individual team member.

Paid Time Off (PTO) management

Paid Time Off (PTO) management

Track paid leaves and absences, and help administer proper turnovers and team management.

Team recognition

Team recognition

Give everyone a chance to share deserved props to team members who excel and foster a positive, fun work environment!

Fully customizable user roles and permissions

Fully customizable user roles and permissions

Adjust team member configurations based on your agency’s changing needs.

Integrations

Harness the power of
3rd-party connections

We don’t want to limit your current set-up; we want to supercharge it! Get our complete suite of internal features and integrate seamlessly to a host of third-party software.

Time Tracking

Jira

Communications

Slack

Time Tracking

Asana

Accounting

QuickBooks

Accounting

FreshBooks

CRM

SalesForce

Communications

G Suite

Time Tracking

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Time Tracking

Monday

Communications

Microsoft 365

CRM

MailChimp

Accounting

Get a solid accounting workflow going and easily keep an eye on financial metrics

Do all your tracking and in-depth analysis all in just one convenient platform!

ANALYTICS

View all the metrics that matter to you and understand your agency more deeply

Advanced, highly customizable reporting features that let you take a more thorough look into past figures. It also gives you a glimpse of the future through machine learning-powered projections (and more!)

Customer Stories

Clara
Madelaine
Matt
Emily
Jason

Agency Suite is an excellent tool for managing resources, which is one of the main tasks of my position. I am delighted to be able to perform my tasks quickly and efficiently using this ERP.

Clara Etchebest – Project Manager

Using Agency Suite has allowed me to better understand and improve accountability with time management and project profitability across the entire marketing agency. The team loves how intuitive the time-tracking features are and being able to understand important metrics (budgets, timelines, resourcing) through the project dashboards has greatly improved engagement and efficiency for our team.

Madelaine Twomey – Digital Marketing Director

I love how everything is built-in. Everything we need—and not just for project management purposes—for accounting, HR, and Analytics, is all in one place and helps make things more efficient.

Matt Lorne – Account Manager

Thanks to AgencySuite, my productivity as a project manager has increased! It helped me better plan and schedule resources, identify problems with estimated and actual time spent, and easily deliver a lot of different time reports to clients in real-time, so we could be transparent all throughout. What I like the most is the visible history of our projects after they are completed. There’s a lot of collected data, so we are able to learn from mistakes and use good examples for future projects.

Emily Lundy – Project Manager

We have users in our team who need different kinds of access and features, and being able to adjust that easily has been a real time-saver and a boost in efficiency. The customization feature has been a real big help!

Jason Dewitt – Project Manager

Bring the fun (and profits)
back to agency life.

53%

savings on licensing fees

22%

less time spent on accounting

19%

increase in utilization rates

92%

team satisfaction with transition

Make agency life
sweet again!

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