Project command
Move every order from brief to delivery
Track scope, milestones, assignments, time, files, approvals, invoices and client communication inside one project.
Agency management software
Agency management software, one connected workspace
Manage projects, monthly retainers, clients, talent, approvals, invoices and payment records in one connected agency workspace.
Client delivery•Monthly retainers•Finance tracking•Agency analytics
One operating system
Everything your agency needs to deliver work clearly
Each part of the workspace shares the same project, client and financial records, so updates remain consistent across your operation.
Financial control
Know what came in and what went out
Connect project invoices, verified payments, operating expenses and team settlements to see the financial picture without duplicate spreadsheets.
Role-based workspaces
Give owners, staff, talent and clients the exact access they need while keeping internal costs and discussions private.
OTTC
Invoices remain attached to the work
Clients can follow their invoice and payment history alongside delivery progress and approvals.
More of your day, connected
The details that keep an agency running
Manage one-off delivery and recurring client relationships with shared service, client and financial records.
Services, sales & agreed scope
Turn a request into work with a clear agreement.
- Service packages and intake briefs
- Sales pipeline, quotes and order conversion
- Saved scope for new orders
- Client-approved changes to price, dates and revisions
Delivery, reviews & files
Keep every deliverable and decision together.
- Assigned milestones and delivery dates
- Internal review before client delivery
- File versions and visual proof comments
- Revision requests, approvals and project history
Client & talent onboarding
Bring people into the right workspace.
- Manual onboarding linked to your agency
- Welcome emails and initial login details
- Client login help from the team directory
- Role-based access and delegated team permissions
Monthly retainers & invoicing
Give recurring client billing its own place.
- Choose existing clients and services
- Monthly fee and billing date
- Payment logs with paid invoices
- Invoice emails and a clear payment history
Costs, time & financial records
Understand the records behind each balance.
- Time entries, estimates and approvals
- Project cost entries and cost states
- Invoices, payment schedules and credit notes
- Expenses, collection balances and talent settlement records
Planning & agency reporting
Plan upcoming work and review your operation.
- Production queue and team workload
- Capacity planning and resource calendar
- Client economics and agency reporting
- CSV history import and operations export
Feature access and limits depend on your package and permissions. Compare current plans.
Recurring client work
Monthly billing, without another project to manage
Set up a retainer using an existing client and service. Keep its monthly fee, billing date, payment logs and invoices in a focused billing view, separate from your delivery task list.
- 1
Connect the agreement
Select the client and service, then set the monthly fee and billing date.
- 2
Record each received payment
Choose the billing month and payment date to keep a clear history.
- 3
Keep the invoice and client informed
Each recorded payment creates a paid invoice and sends the client an invoice email.
Payments are recorded after you receive them through your chosen payment channel. A billing date does not automatically charge the client’s card.
App maintenance
Monthly subscription
Monthly fee
$80.00
Billing date
Last day of the month
Payment history
October · $80.00
Paid invoice created
September · $80.00
Paid invoice created
The client receives an invoice email.
Start with the relationship you have
Bring clients and talent into your agency
Add people manually when a relationship starts outside the platform. Welcome emails identify your agency and provide initial access details, so they know who added them and where to sign in.
Agency-linked onboarding
Connect client and talent records to your agency and assign the appropriate role.
A clear welcome and login help
New manually onboarded accounts receive login details. Admins can send client login help when access is forgotten.
Record agreements made elsewhere
Admins can activate a retainer for an agreement already made with the client, without waiting for portal acceptance.
Keep people informed
Updates where your team works
Use workspace notifications and connected tools to keep delivery dates and project updates visible.
Slack project updates
Connect a Slack incoming webhook to send project titles and stage changes to your chosen channel.
Requires agency connection and platform setup.
Google Calendar deadlines
Manually sync milestone deadlines to a connected Google account’s primary calendar as all-day events. Repeated syncs update the same events.
One-way sync; existing calendar events are not imported.
Operational reminders
Enable reminders for deadlines, submitted deliveries, internal reviews and overdue collections through workspace notifications and registered push devices.
Reminders must be enabled; these are not reminder emails.
See what matters
Turn agency activity into useful decisions
Agencore reports from the work your team already records. Review collections, outstanding balances, project health, client value and capacity without maintaining a separate reporting system.
Projects stay connected
Keep briefs, milestones, files, feedback, delivery and payment records attached to the same client order.
Every role gets the right view
Owners, team members, talent and clients work from focused interfaces with controlled access.
Financial clarity without the spreadsheet
See invoices, verified payments, expenses, payout records and outstanding balances in context.
Decisions backed by live records
Track revenue, receivables, delivery health, project status and workload from real workspace activity.
A complete workflow
From client request to a verified payment record
Keep responsibility and the next action visible at every stage.
01
Create the order
Record scope, value, dates, package and the linked client.
02
Assign the right people
Connect internal members or talent to the work they own.
03
Review and approve
Share milestones, files and revisions through a controlled client flow.
04
Close the financial loop
Issue invoices, verify payments and retain a clear project ledger.
Clear pricing
Choose the workspace that fits your agency
Start with a 15-day trial and select a package when you are ready to continue.
Basic
Essential tools for small agency teams.
$9 / month
- Project & Order Management
- Service Catalog & Packages
- Client Portal
- Team & Worker Management
- Invoicing
- Payment Records
- Chat & Notifications
Standard
Connected operations for growing agencies.
$16 / month
- Project & Order Management
- Service Catalog & Packages
- Client Portal
- Team & Worker Management
- HR Payout Rules
- Invoicing
- Payment Records
Premium
Advanced control and branding for established agencies.
$35 / month
- Project & Order Management
- Service Catalog & Packages
- Client Portal
- Team & Worker Management
- HR Payout Rules
- Invoicing
- Payment Records
Built for practical work
Replace fragmented operations with one clear system
Fewer status-chasing messages
Clients and team members can check the same project timeline, files and next actions.
Cleaner financial follow-up
Invoice balances, verified payments and internal expenses remain visible where the work happens.
Common questions
Everything you need to know
Still evaluating? Explore the platform during the free trial using a real agency workflow.
Agencore connects agency projects, monthly retainers, clients, talent, scope changes, approvals, invoices, payment records, planning and reporting in one workspace.
Agencore records invoices and payments while your agency receives money through its own preferred banking or payment channels. You remain in control of the client relationship and funds.
Yes. Clients and talent receive focused role-based access. Clients can review work, files, approvals and invoices, while talent see only the projects and information assigned to them.
White-label branding is available with the eligible package. It lets agencies apply their logo, colors and public profile while the subscription remains active.
Your records remain stored, while workspace changes are restricted until you select a package. Paid accounts see their current package and renewal status.
Choose an existing client and service, then set the monthly fee and billing date. Each recorded payment creates a paid invoice and sends the client an invoice email. Retainers have their own billing view. Payments are recorded after you receive them; billing dates do not automatically charge a card.
Yes. Manually onboard clients and talent under your agency. New accounts receive a welcome email with initial access details. Administrators can send client login help and activate a retainer for an agreement already made outside the platform.
New orders save their agreed scope. Additional work can be proposed with changes to price, delivery time and revision allowance. Those changes take effect after the client accepts the request.
Agencore includes project cost entries, time entries and approvals, workload planning and a resource calendar. Reports depend on the records entered; collections and recorded contribution are not audited net profit. Access depends on your plan and permissions.
Slack project updates use an incoming webhook. Google Calendar supports a manual, one-way sync of milestone deadlines to the connected account's primary calendar. Connections require setup and authorization; existing calendar events are not imported.
Give your agency one place to move work forward
Start with your projects, clients and team. Add financial and reporting workflows as your operation grows.
Practical agency operations guides
Invoicing software for agencies
Compare invoice records, payment follow-up and what to test before choosing an agency billing workflow.
Read guideAgency capacity planning
Plan team availability and upcoming work before accepting another client deadline.
Read guideClient portal launch checklist
Set up client access, reviews, approvals and invoicing with a clear launch checklist.
Read guide