Control delivery.
Protect margin.
Keep clients moving.
AgencyFlow gives agencies one operational view of projects, capacity, approvals, retainers, deadlines, and profitability.
The numbers leadership asks for, already current
One delivery line from lead to invoice
Every engagement moves through the same operational track. Select a stage to see who owns it, what it costs, and what it unblocks.
Resourcing you can see weeks ahead
Allocation by person and week, overbooking flagged before it becomes a missed deadline, time off accounted for automatically.
Every project, deadline, and margin in one table
The operations view your PMs live in. Filter by risk and catch a margin slipping before the client does.
Reviews and sign-off that actually close
Versioned creative, threaded client comments, and one clear approval state. No more chasing feedback across email and chat.
v4 is up. Warmer field, headline cut to one line.
This is it. Approved, ship it.
Know your margin while you can still protect it
Revenue, retainer burn, unbilled work, and per-client margin in one financial view. No more reconciling spreadsheets at quarter close.
blended margin, last 6 months
current quarter, in thousands . bar width = revenue, color = margin
month to date
One system, the right view for every seat
The same operational data, framed for the person looking at it. Switch roles to see how the workspace adapts.
Margin, forecast, and risk in one glance
Controls your buyers will ask about
Role-based access
Workspace, project, and client scopes down to the field.
Audit history
Every change recorded with actor, time, and source.
Data export
Full workspace export on demand, in open formats.
Encrypted data
AES-256 at rest, TLS 1.2+ in transit.
SSO readiness
SAML and SCIM for centralized identity, enforced MFA.
Automated backups
Continuous backups with configurable retention.
Compliance labels describe product capabilities and posture, not a completed third-party audit. Read the security overview.
Connects to the stack you already run
Per-seat plans, priced for how agencies grow
Implementation and migration are included on every plan. Annual or monthly billing, no setup fees on annual.