Agencly
Agencly is an all-in-one agency operations platform designed to unify project management, client communication, billing, and delivery workflows for freelancers and agencies. It replaces the need for multiple separate tools like Trello, HoneyBook, QuickBooks, Toggl, and Airtable by providing a single shared workspace. The platform includes modules for Projects, Invoices, Contracts, Client Portals, Leads, Finance, Contacts, Services, Docs, Teams, Messages, Time Tracking, Calendar, Forms, and MCP (Model Context Protocol) integration, allowing teams to customize their workspace based on specific needs. Agencly's project management functionality supports boards and lists to track client work, along with tasks, deadlines, and progress visibility. The invoicing module enables users to send invoices directly from project work, track payment statuses (paid, sent, overdue), and manage billing efficiently. Contract and proposal tools allow agencies to create, send, and get contracts signed without leaving the platform. The client portal gives each client a dedicated space to view project progress, files, invoices, and communicate with the team. Time tracking features log billable hours per project and integrate seamlessly with invoicing. The platform also includes a team management system with roles and permissions, ensuring controlled access to workspace data. A unified calendar displays meetings, deliverables, and deadlines, while messaging helps centralize client communication. Agencly leverages AI through MCP, enabling integration with AI assistants like Claude, ChatGPT, and Cursor, allowing users to manage projects and data directly through these tools. The interface is designed to be flexible, with spreadsheet-like grids for planning, tracking, and reporting, making it a versatile alternative to tools like Airtable. Agencly is positioned as a modern agency workspace for growing teams, offering a 14-day free trial with no credit card required. It is built to replace legac
- Category
- AI Project Management
- Pricing
- Unknown
Problem solved
Agencly solves the problem of fragmented agency operations, where managing projects, clients, contracts, and billing across multiple separate tools leads to inefficiency, miscommunication, and lost time. It provides a single, unified workspace to handle delivery, billing, approvals, and client communication, streamlining workflows and improving transparency for freelancers and agencies.
Use cases
- Agency project management with boards, lists, and task tracking
- Client invoicing, billing, and payment tracking
- Contract and proposal creation, sending, and e-signatures
- Client portal for sharing progress, files, and invoices
- Time tracking and billable hours management
- Team collaboration and role-based access control
- Centralized calendar for meetings, deadlines, and deliverables
- AI integration via MCP to connect assistants like ChatGPT and Cursor
Audience
- Business Users
- Startups
- Product Managers
Pros
- All-in-one workspace replacing multiple tools
- Integrated invoicing and contract management
- Dedicated client portals
- Time tracking that converts to invoices
- MCP support for AI assistants
Cons
- Pricing not publicly disclosed
- Newer platform may lack advanced features of specialized tools
- Limited customization compared to some specialized tools
- Requires onboarding to migrate existing workflows
Official website: https://agencly.app/
Canonical LambdaBase page: https://www.lambdabase.com/tools/agencly