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AgencFlow

The Unified Agency Operations Platform·agencflow.com

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AgencFlow is an all-in-one CRM and operations platform built for performance marketing agencies. It unifies client relationship management, Meta Ads lead and ad-spend tracking, white-labeled client portals, task management, and financial operations such as GST-compliant invoicing and retainer/fund tracking in a single dashboard. It is positioned as a replacement for stacks of separate tools like spreadsheets, Trello/Asana, and generic reporting tools.

What it's for

Consolidating multiple Meta Ad accounts into one master view to track ROASSending automated, branded client reports instead of manual reportingGiving clients a professional white-labeled login instead of sharing screenshots via WhatsAppManaging client onboarding and CRM pipelineTracking ad spend floats and client pre-payments per clientGenerating GST-compliant invoices and recurring retainer billingManaging tasks and creative approvals per client alongside campaign dataScheduling client meetings via Calendly/Cal.com synced to client records

Features 19

  • Automated white-labeled PDF reporting via Email or WhatsApp
  • Calendly and Cal.com meeting sync with client-linked meeting history
  • Cashflow dashboard across all clients
  • Client CRM & pipeline
  • Content management and scheduling (Agency plan)
  • Data export on cancellation
  • GST-compliant invoicing
  • Instagram AutoDM (Agency plan)
  • Meta Lead Form sync
  • Meta Pixel tracking
  • Multi-account Meta integration (Agency plan)
  • Payment gateway integration
  • Per-client fund tracker / ad spend wallets
  • Per-client task boards with Todo → In Progress → Review → Done workflow
  • Real-time ROAS, CPA, and ad spend tracking across Meta, Google, and TikTok Ads
  • Recurring retainer billing
  • Secure file sharing for contracts, assets, and invoices
  • Website landing page builder (Agency plan)
  • White-labeled client portal with one-click creative approvals

At a glance

free trialAPI
TypeWeb app
DeploymentCloud
PlatformsWeb, iOS, Android
Forfreelancers and solo consultants, growing marketing agencies, established agencies managing multiple clients, performance marketing agencies, Indian agencies
CompanyAgencFlow

Integrations

Meta AdsStripeRazorpayWhatsAppZohoLinkedInCal.comCalendlyGoogle AdsTikTok AdsTallyGoogle Calendar

Resources

Pricing

All prices are listed in Indian Rupees (₹); the pricing page states that customers outside India should contact the company for USD pricing. The FAQ states 'Currently, we do not offer a free trial,' which conflicts with a machine-readable listing elsewhere describing a free trial as available.

Solo₹1499/mo

For freelancers & solo consultants.

Up to 3 active clients, up to 100 leads, invoices capped at 10, meetings capped at 30, 1 team member

Growth₹2999/mo

Marked 'Most Popular' plan; for growing agencies ready to scale.

Up to 5 active clients, unlimited leads/invoices/meetings, 5 team members

Agency₹4999/mo

For established agencies managing multiple clients; sign-up is via 'Contact Us' rather than self-serve.

Unlimited active clients and team members

Switching to annual billing saves 20% on every plan.

Last checked 20 days ago·