Agencly

Agency operations platform for managing projects, billing, approvals, and client communication in one workspace

Project ManagementLaunched Aug 2026

The story

Agencly is an all-in-one workspace designed for agencies and freelancers to manage client work without juggling multiple tools. It combines project management, invoicing, contracts, time tracking, and client portals in a single platform. Replace Trello, HoneyBook, Bonsai, QuickBooks, and separate invoicing apps with one integrated workspace built for getting paid on time.

Overview

Agencly is an agency operations platform that consolidates the tools agencies and freelancers typically use to manage client work. It provides modules for projects, invoicing, contracts, time tracking, client portals, team collaboration, and financial management all within one workspace. The platform is designed to eliminate context switching and data silos by keeping client work, contracts, invoices, and communication in a single location. Agencies can onboard gradually, turning on modules as needed while keeping existing tools running until ready to migrate. The platform emphasizes security with encryption, role-based access control, audit logging, and isolated client data so each client only sees their own portal. It replaces multiple specialized tools like Trello for project management, HoneyBook for client portals, Bonsai for contracts, and QuickBooks for invoicing.

Key features

Project Management

Run client work on boards and lists with task tracking, project status, and deadline visibility to prevent work from slipping through the cracks.

Invoicing

Send invoices directly from project work and track payment status across sent, paid, and overdue invoices in one place.

Contracts & Proposals

Write, send, and collect signatures on contracts and proposals without leaving the workspace.

Client Portals

Give each client a dedicated portal to view project progress, access files, see invoices, and communicate without granting full workspace access.

Time Tracking

Log billable hours per project and automatically convert tracked time into invoices for accurate billing.

Team & Roles

Invite team members and clients with granular role-based access control so each person sees only what they should.

Use cases

1
Growing Agencies
Consolidate multiple tools into one workspace to streamline operations, reduce tool costs, and improve team coordination.
2
Freelance Consultants
Get the full agency stack (contracts, invoicing, client portal, project management) at a fraction of the cost of buying separate tools.
3
Client Onboarding
Simplify new client setup by providing one workspace with portal access instead of managing multiple tool invitations and welcome emails.
4
Financial Tracking
Connect project work directly to invoicing and time tracking so contracts, hours, and payments stay synchronized without manual re-entry.

FAQ

What does Agencly replace?

Agencly replaces Trello, HoneyBook, Bonsai, QuickBooks, Toggl, Harvest, Asana, Google Calendar, and Calendly by consolidating project management, invoicing, contracts, time tracking, client portals, and team collaboration into one workspace.

Do I need to migrate everything at once?

No. You can import leads from CSV on day one and turn on modules as needed while keeping your existing tools running until you are ready to switch.

Can my clients see only their own work?

Yes. Each client gets a private, isolated portal where they only see their own projects, invoices, files, and messages. Client data is never cross-visible to other clients.

Is my client data secure?

Agencly encrypts data in transit (TLS) and at rest on managed infrastructure. It offers role-based access control, audit logging of all actions, automated backups, and no lock-in so your data belongs to you.

Do I need a credit card to start?

No. Agencly offers a 14-day free trial with no credit card required, plus a 100% money-back guarantee.