AgencFlow
The Unified Agency Operations Platform·agencflow.com
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
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
Integrations
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.
For freelancers & solo consultants.
Up to 3 active clients, up to 100 leads, invoices capped at 10, meetings capped at 30, 1 team member
Marked 'Most Popular' plan; for growing agencies ready to scale.
Up to 5 active clients, unlimited leads/invoices/meetings, 5 team members
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.