Name: Great product
Item: Agency Maestro
Rating: 5
Author: tim012

Group

Software

Finance

Sub category

Accounting

Product tag

Invoicing

Product type

Best for

IT/security agencies

Marketing agencies

Web design agencies

Operating system

Browser-based

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

March 21, 2022

Founder

<h4 class=""><b>Agency Maestro is a client management platform that includes project management, automated billing, and client information storage for agencies of all sizes.</b></h4>



<p><div id="pdp-story-inline-video" class="story-inline-video"><iframe
  id="agency-maestro-vid"
  width="560"
  height="315"
  src="https://www.youtube.com/embed/z8TX7USSyn0?rel=0"
  frameborder="0"
  allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture"
  allowfullscreen
  loadonscroll
></iframe>
</div></p>

<p>Agency Maestro was designed to provide marketing and consulting agencies with one<b> centralized management solution to grow profitably with precision</b>.</p>

<p>You’ll be able to set up your account in minutes—just&nbsp;<b>add your services and enter Stripe information</b> to charge clients by credit cards or ACH.</p>

<p>The clear revenue dashboard makes it easy to<b> view ongoing success with at-a-glance monthly revenue</b>, split by monthly recurring retainers versus one-time costs or hourly billing.</p>


<p>
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="agencymaestro-1"
        >
            <img
                class="story-inline-image z-depth-2"
                src="https://appsumo2-cdn.appsumo.com/media/stories/images/agencymaestro-1.png?optimizer=gif"
                alt="Agency dashboard"
                srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/agencymaestro-1.png?width=495&optimizer=gif 450w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/agencymaestro-1.png?width=654&optimizer=gif 595w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/agencymaestro-1.png?width=935&optimizer=gif 850w"
                sizes="(min-width: 950px) 1045px, 100vw"
                width="850" height="500"
                loading="lazy"
            />
            <svg
              aria-hidden="true"
              focusable="false"
              data-prefix="fas"
              data-icon="search-plus"
              role="img"
              xmlns="http://www.w3.org/2000/svg"
              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
            >
                <path
                  fill="currentColor""
                  d="M304 192v32c0 6.6-5.4 12-12 12h-56v56c0 6.6-5.4 12-12 12h-32c-6.6                   0-12-5.4-12-12v-56h-56c-6.6 0-12-5.4-12-12v-32c0-6.6 5.4-12 12-12h56v-56c0-6.6 5.4-12                   12-12h32c6.6 0 12 5.4 12 12v56h56c6.6 0 12 5.4 12 12zm201 284.7L476.7 505c-9.4 9.4-24.6                   9.4-33.9 0L343 405.3c-4.5-4.5-7-10.6-7-17V372c-35.3 27.6-79.7 44-128 44C93.1 416 0 322.9 0                   208S93.1 0 208 0s208 93.1 208 208c0 48.3-16.4 92.7-44 128h16.3c6.4 0 12.5 2.5 17 7l99.7                   99.7c9.3 9.4 9.3 24.6 0 34zM344 208c0-75.2-60.8-136-136-136S72 132.8 72 208s60.8 136 136 136                   136-60.8 136-136z"
                />
           </svg>
        </div>
    </p>
<h5 class="" style="text-align: center; "><i>The at-a-glance agency dashboard displays revenue and data metrics based on client services and invoices.</i></h5><p>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.</p>

<p>You can safely<b> centralize client info like contracts, passwords, and reports,</b> as well as track time for client projects.</p>

<p>Plus, the platform allows you to <b>add client note tracking for completed work or internal note-taking</b> for private messages between agency members.</p>

<p>
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="agencymaestro-2"
        >
            <img
                class="story-inline-image z-depth-2"
                src="https://appsumo2-cdn.appsumo.com/media/stories/images/agencymaestro-2.png?optimizer=gif"
                alt="Password management"
                srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/agencymaestro-2.png?width=495&optimizer=gif 450w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/agencymaestro-2.png?width=654&optimizer=gif 595w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/agencymaestro-2.png?width=935&optimizer=gif 850w"
                sizes="(min-width: 950px) 1045px, 100vw"
                width="850" height="500"
                loading="lazy"
            />
            <svg
              aria-hidden="true"
              focusable="false"
              data-prefix="fas"
              data-icon="search-plus"
              role="img"
              xmlns="http://www.w3.org/2000/svg"
              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
            >
                <path
                  fill="currentColor""
                  d="M304 192v32c0 6.6-5.4 12-12 12h-56v56c0 6.6-5.4 12-12 12h-32c-6.6                   0-12-5.4-12-12v-56h-56c-6.6 0-12-5.4-12-12v-32c0-6.6 5.4-12 12-12h56v-56c0-6.6 5.4-12                   12-12h32c6.6 0 12 5.4 12 12v56h56c6.6 0 12 5.4 12 12zm201 284.7L476.7 505c-9.4 9.4-24.6                   9.4-33.9 0L343 405.3c-4.5-4.5-7-10.6-7-17V372c-35.3 27.6-79.7 44-128 44C93.1 416 0 322.9 0                   208S93.1 0 208 0s208 93.1 208 208c0 48.3-16.4 92.7-44 128h16.3c6.4 0 12.5 2.5 17 7l99.7                   99.7c9.3 9.4 9.3 24.6 0 34zM344 208c0-75.2-60.8-136-136-136S72 132.8 72 208s60.8 136 136 136                   136-60.8 136-136z"
                />
           </svg>
        </div>
    </p>


<h5 class="" style="text-align: center; "><i>Store client data like account passwords in a single management database for safe-keeping.</i></h5><p>You’ll get custom service billing with <b>unique billing logic that you can tailor to individual clients</b>, including one-time services, monthly retainers, or hourly billing.</p>

<p>Plus, Agency Maestro's flexible payments <b>let clients choose to pay upfront or at the end of a 30-day period</b> via credit card, check, or PayPal.</p>

<p>Using the seamless Stripe integration, you can also <b>create recurring payments with white-label invoices</b>.</p>

<p>
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="agencymaestro-3"
        >
            <img
                class="story-inline-image z-depth-2"
                src="https://appsumo2-cdn.appsumo.com/media/stories/images/agencymaestro-3.png?optimizer=gif"
                alt="Invoice management"
                srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/agencymaestro-3.png?width=495&optimizer=gif 450w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/agencymaestro-3.png?width=654&optimizer=gif 595w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/agencymaestro-3.png?width=935&optimizer=gif 850w"
                sizes="(min-width: 950px) 1045px, 100vw"
                width="850" height="500"
                loading="lazy"
            />
            <svg
              aria-hidden="true"
              focusable="false"
              data-prefix="fas"
              data-icon="search-plus"
              role="img"
              xmlns="http://www.w3.org/2000/svg"
              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
            >
                <path
                  fill="currentColor""
                  d="M304 192v32c0 6.6-5.4 12-12 12h-56v56c0 6.6-5.4 12-12 12h-32c-6.6                   0-12-5.4-12-12v-56h-56c-6.6 0-12-5.4-12-12v-32c0-6.6 5.4-12 12-12h56v-56c0-6.6 5.4-12                   12-12h32c6.6 0 12 5.4 12 12v56h56c6.6 0 12 5.4 12 12zm201 284.7L476.7 505c-9.4 9.4-24.6                   9.4-33.9 0L343 405.3c-4.5-4.5-7-10.6-7-17V372c-35.3 27.6-79.7 44-128 44C93.1 416 0 322.9 0                   208S93.1 0 208 0s208 93.1 208 208c0 48.3-16.4 92.7-44 128h16.3c6.4 0 12.5 2.5 17 7l99.7                   99.7c9.3 9.4 9.3 24.6 0 34zM344 208c0-75.2-60.8-136-136-136S72 132.8 72 208s60.8 136 136 136                   136-60.8 136-136z"
                />
           </svg>
        </div>
    </p>


<h5 class="" style="text-align: center; "><i>Manage client invoices with quick views of the date, total, and payment method.</i></h5><p>Agency Maestro also offers <b>a simple task and project management system </b>to keep you on top of client services and deliverables.</p>

<p>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.</p>

<p>Plus, Agency Maestro gives you the option to post notes from tasks to client profiles, <b>letting you know which services are completed and which still need to be delivered</b>.</p>

<p>
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="agencymaestro-4"
        >
            <img
                class="story-inline-image z-depth-2"
                src="https://appsumo2-cdn.appsumo.com/media/stories/images/agencymaestro-4.png?optimizer=gif"
                alt="Client profiles"
                srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/agencymaestro-4.png?width=495&optimizer=gif 450w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/agencymaestro-4.png?width=654&optimizer=gif 595w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/agencymaestro-4.png?width=935&optimizer=gif 850w"
                sizes="(min-width: 950px) 1045px, 100vw"
                width="850" height="500"
                loading="lazy"
            />
            <svg
              aria-hidden="true"
              focusable="false"
              data-prefix="fas"
              data-icon="search-plus"
              role="img"
              xmlns="http://www.w3.org/2000/svg"
              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
            >
                <path
                  fill="currentColor""
                  d="M304 192v32c0 6.6-5.4 12-12 12h-56v56c0 6.6-5.4 12-12 12h-32c-6.6                   0-12-5.4-12-12v-56h-56c-6.6 0-12-5.4-12-12v-32c0-6.6 5.4-12 12-12h56v-56c0-6.6 5.4-12                   12-12h32c6.6 0 12 5.4 12 12v56h56c6.6 0 12 5.4 12 12zm201 284.7L476.7 505c-9.4 9.4-24.6                   9.4-33.9 0L343 405.3c-4.5-4.5-7-10.6-7-17V372c-35.3 27.6-79.7 44-128 44C93.1 416 0 322.9 0                   208S93.1 0 208 0s208 93.1 208 208c0 48.3-16.4 92.7-44 128h16.3c6.4 0 12.5 2.5 17 7l99.7                   99.7c9.3 9.4 9.3 24.6 0 34zM344 208c0-75.2-60.8-136-136-136S72 132.8 72 208s60.8 136 136 136                   136-60.8 136-136z"
                />
           </svg>
        </div>
    </p>


<h5 class="" style="text-align: center; "><i>Automatically post notes from tasks to client profiles to see what’s finished and what needs to be done.</i></h5><p>The only thing more chaotic than an unorganized client database is your WFH coworkers. (<i>“One more accident and I'm calling HR, Mr. Mittens!”</i>)</p>

<p>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.</p>

<p>Run your agency effortlessly.</p>

<p><b>Get lifetime access to Agency Maestro today!</b></p>

Agency Maestro

Share Agency Maestro