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AgencFlow

The Unified Agency Operations Platform·agencflow.com

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From ₹1499/mo · No free plan (free trial) See pricing ↓

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

ZohoCal.comCalendlyStripeRazorpayGoogle CalendarMeta AdsGoogle AdsTikTok AdsTallyWhatsAppLinkedIn

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.

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Last checked 2 months ago·