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AgencyKit

Run Your Whole Business in One Place·agencykit.tech

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AgencyKit is an all-in-one workspace for freelancers and agencies that combines CRM, proposals, contracts and e-signature, invoicing, online payments, time tracking, retainers, meetings/booking, a client portal, and reporting. It is billed per account rather than per user, so adding teammates does not multiply the price. The platform connects the whole client-to-cash workflow, letting an accepted proposal become a contract and then an invoice automatically. It also exposes an API and MCP server so AI tools like Claude, Cursor, or Codex can operate the workspace.

What it's for

Building and sending branded proposalsOnline contract signing (e-signature) with audit trailCreating and sending invoices with online paymentsTracking billable time and converting it to invoicesManaging a leads pipeline and CRMRunning monthly retainer packages with usage trackingScheduling meetings and bookings with Google Calendar/MeetClient portal for sharing project progressSending email broadcasts to clients/leadsGenerating P&L and business reportsManaging team permissions and org hierarchyWhite-labeling the platform for client-facing branding

Features 18

  • AI assistant via MCP for Claude, Cursor, ChatGPT/Codex
  • Branded, itemized proposals with online acceptance tracking
  • Branded, passwordless client portal
  • Client 360 timeline with tags, stages, and custom fields
  • Email broadcasts sent from your own SMTP with merge tags
  • Full white-label branding (Agency Pro)
  • Invoicing with online payments via Stripe, PayPal, Paymob
  • Kanban task boards with checklists, comments, and approvals
  • Leads pipeline with heat/rotting alerts, forecast, and public capture form
  • Monthly retainer packages with automatic usage tracking and month-end invoicing
  • Multi-currency invoicing and proposals (USD, EUR, GBP, EGP, SAR, AED)
  • One-click conversion of accepted proposal to invoice
  • One-click timer and automatic timesheets, billable hours to invoices
  • Online contracts with e-signature and audit trail
  • P&L reports, business/sales/time reports, CSV/PDF export
  • Public booking pages with Google Calendar & Meet integration
  • Recurring invoices and automatic reminders
  • Team & permissions with per-module access, org chart, KPI targets

At a glance

free trialAPI
TypeWeb app
DeploymentCloud
PlatformsWeb
LanguagesEnglish, Arabic
Forfreelancers, agencies, service providers, marketing agencies, design studios, web agencies, social media managers, consultants
CompanyAgencyKit

Integrations

StripePayPalPaymobGoogle CalendarGoogle MeetClaudeCursorChatGPTCodex

Resources

Pricing

Billed per account, not per user/seat. Pricing page also shows a comparison of what a typical 'tool stack' (proposal software, e-signature, invoicing, time tracker, CRM, client portal, email tool, scheduling tool) would cost separately (~$69/mo total) versus the Agency plan at $39/mo.

Starter$9/mo

Annual price $90/yr, described as equivalent to $7.50/mo.

10 clients, 10 proposals, 10 contracts, up to 50 invoices with branded PDFs

Agency$39/mo

Marked 'Most popular'. Annual price $390/yr, equivalent to $32.50/mo.

100 clients, unlimited invoices/proposals/contracts, up to 10 team members, email broadcasts 500 recipients/day

Agency Pro$69/mo

Annual price $690/yr, equivalent to $57.50/mo.

Unlimited clients and team members, email broadcasts 2,000 recipients/day

Last checked 28 days ago·