One shared place for an agency and its clients to work together.
AgencyDesk replaces scattered emails, file links, spreadsheets and payment follow-ups with a single organised system.
A workspace for your team. A portal for every client.
It has two core parts: a Client Portal for clients and an Agency Workspace for the team.
Everything the client relationship needs, from kickoff to paid invoice.
Clients always know where their project stands and what is waiting on them. The agency sees every project, approval and payment in one dashboard.
Approvals Workflow
Clients review deliverables, approve them or request changes with comments, with full revision history.
Invoicing and Online Payments
Create, send and track invoices. Clients pay online and download receipts and statements. Staff record bank, cheque or cash payments.
Project Tracking
Progress, milestones, shared tasks and team updates in one view.
File Sharing
Upload, download and share files with version history, visibility control and search.
Messaging
Project-based conversations between clients and the agency, with attachments.
Task Board
Move tasks across stages and choose which ones clients can see.
Client Portal
A secure, private space where each client sees their own projects, approvals, files, messages and invoices.
Client Management
Client profiles, contacts, notes, and a “view as client” mode.
Templates
Reusable project, task and email templates.
Reports and Dashboard
Revenue, approval times, delivery by project manager, and what needs attention.
Automatic Reminders
Daily reminders for waiting approvals and upcoming or overdue invoices.
Notifications and Search
In-app alerts and quick search across the portal.
Branding and Settings
Agency logo, colours, currency, VAT, invoice format and portal options.
Team and Role Management
Four roles (Admin, Project Manager, Team Member, Accounts), each with the right level of access.
The project can be modified with Claude, Codex and Antigravity.
Built on Laravel with no heavy front-end framework or build step, so AI coding tools can read and change it directly.
Answers client questions instantly.
A built-in assistant that answers client questions instantly, trained through a Knowledge Hub. Questions it can't answer are flagged, so you can add them and it handles them next time.
No more chasing emails.
Five things change for your agency and your clients from the first project.
Each agency's data, kept fully separate.
AgencyDesk is built on Laravel with no heavy front-end framework or build step, so pages stay fast and easy to maintain.
