Agency Maestro

    Lifetime deal

    Client invoicing and management made simple for agencies of all sizes

    Keeping track of client info across multiple tools is like trying to remember every Marvel movie plotline. (Paging Doctor Strange—these platforms are their own multiverse.)

    And even if you have the information, you still need to flip back and forth between products for things like billing, client logins, and project management.

    In an ideal world, your agency would have one simple and centralized platform that organizes client info, projects, billing, and more—without opening up 15 different apps.

    Welcome to Agency Maestro.

    TL;DR

    Get a single platform to manage and fulfill client services, plus automate invoices and payments via Stripe and PayPal
    Alternative to: invoicely and Proposify
    Access an integrated task and project system that stores client contracts, passwords, notes, contracts, and reports

    At-a-glance

    Overview

    Agency Maestro is a client management platform that includes project management, automated billing, and client information storage for agencies of all sizes.

    Agency Maestro was designed to provide marketing and consulting agencies with one centralized management solution to grow profitably with precision.

    You’ll be able to set up your account in minutes—just add your services and enter Stripe information to charge clients by credit cards or ACH.

    The clear revenue dashboard makes it easy to view ongoing success with at-a-glance monthly revenue, split by monthly recurring retainers versus one-time costs or hourly billing.

    Agency dashboard

    The at-a-glance agency dashboard displays revenue and data metrics based on client services and invoices.

    Agency Maestro also offers client accounts with note-taking and separate profiles, so you don’t lose track of important info when you need it.

    You can safely centralize client info like contracts, passwords, and reports, as well as track time for client projects.

    Plus, the platform allows you to add client note tracking for completed work or internal note-taking for private messages between agency members.

    Password management

    Store client data like account passwords in a single management database for safe-keeping.

    You’ll get custom service billing with unique billing logic that you can tailor to individual clients, including one-time services, monthly retainers, or hourly billing.

    Plus, Agency Maestro's flexible payments let clients choose to pay upfront or at the end of a 30-day period via credit card, check, or PayPal.

    Using the seamless Stripe integration, you can also create recurring payments with white-label invoices.

    Invoice management

    Manage client invoices with quick views of the date, total, and payment method.

    Agency Maestro also offers a simple task and project management system to keep you on top of client services and deliverables.

    For better alignment on what you’re providing and projects that you’re billing for, you can even custom name each service—these names will show up on your white-labeled invoices.

    Plus, Agency Maestro gives you the option to post notes from tasks to client profiles, letting you know which services are completed and which still need to be delivered.

    Client profiles

    Automatically post notes from tasks to client profiles to see what’s finished and what needs to be done.

    The only thing more chaotic than an unorganized client database is your WFH coworkers. (“One more accident and I'm calling HR, Mr. Mittens!”)

    Agency Maestro puts all your client data in one place, with integrated project management and billing tools to streamline workflows and make your life way easier.

    Run your agency effortlessly.

    Get lifetime access to Agency Maestro today!

    Plans & features

    Deal terms & conditions

    • Lifetime access to Agency Maestro
    • All future Complete Agency Operations Plan updates
    • No codes, no stacking—just choose the plan that’s right for you
    • You must activate your license within 60 days of purchase
    • Ability to upgrade or downgrade between 5 license tiers
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    60 day money-back guarantee. Try it out for 2 months to make sure it's right for you!

    Features included in all plans

    • Project and task management
    • Seamless Stripe integration
    • Complete client management
    • Client document management
    • Client login management
    • Document uploads
    • Contract uploads
    • Client notes to track work
    • Service name management
    • Check invoice management
    • Agency user management
    • Custom branding and logo

    From the founders

    March 21, 2022

    Welcome to Agency Maestro.

    I’m the founder, Jimmy Hendricks. I created the first version of Agency Maestro to run my first agency Lightpost Digital which grew to 300 clients in two years. At first, I didn’t build the software for other agencies, but we were constantly asked by agencies and consultants if they could use our internal tool. So I built Agency Maestro as a SAAS platform for other agencies, freelancers, and consultants to use. Our goal was to make the simplest possible solution to manage client information, client billing, and projects and tasks. We hope we achieved this and you find it as useful as we do. We not only are happy to share Agency Maestro with the world, but we also use it to run our agency Fluid Design Agency. We are a team of freelancers that use Agency Maestro to provide website development, paid marketing, graphic design, and other common agency services.

    This is our first AppSumo deal and we are offering up our highest tier as a lifetime deal. Our Advanced Agency Plan is normally $15 per user per month, https://agencymaestro.com/pricing/, but with AppSumo you will have lifetime access to all our features for the tier you choose. The key features we love are:

    * The client profiles including password management, notes, services, and invoicing

    * Client billing integration with Stripe which allows one-time charges, recurring billing, and hourly billing

    * A complete project and task management system

    Our goal with Agency Maestro was to remove the need to integrate a client CRM, billing solution, and project management software. We believe we achieved this. We may not have every tool out there, but the tools we have are ones we use every day and are the only tools we find are necessary to run an effective agency and account management team.

    You just need to set up your services, add Stripe Keys, and input your clients to get started. You can then start running your agency operations within minutes. If you need help with client data importing, please email support@agencymaestro.com and we are happy to help Sumo-lings import client information at no charge during the AppSumo deal to help onboard your agency faster.

    In addition to the existing features, we launched an improved UI, updated our white-label branding, and added PayPal as a third payment platform for Agency Maestro users. We have a list of features coming up, but we also want to hear from you about what you need. So, please let us know what you think of Agency Maestro and any features you would like us to prioritize to help your agency run smoothly.

    Thanks

    Jimmy Hendricks

    Founder

    Agency Maestro

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