Agencly
Operating platform for modern agenciesProjects, clients, and billing in one place
Highlights
What you can do with it
- A design agency runs inquiries, contracts, kanban delivery, and invoicing in one flow
- A freelance designer manages contracts, hours, and invoices while clients follow progress
- A marketing company invites departments with different permissions into one workspace
How to use it
- 1 Start the free trial or book a demo from the Agencly website
- 2 Register an account and enter the workspace
- 3 Enable the modules you need, such as projects, invoices, and contracts
- 4 Invite team members and clients and assign roles and permissions
- 5 Create projects, contracts, and invoices and track hours as you work
- 6 Use the client portal to share progress and invoice status
Who it is for
Pros
- One workspace replaces several disconnected tools
- Roles and permissions are granular enough for client access
- A 14-day trial with no credit card required
- AI tools are built into the workspace
Limitations
- Full use requires payment after the 14-day trial
- Turning on modules and migrating data takes setup time
- AI features need separate configuration and their own accounts
- Trial terms and plan limits may change
What Agencly is
Agencly is an institutional operations platform for modern teams, agencies, and freelancers. The problem it targets is workflow spread across too many tools, where a project lives in one app, contracts in another, and invoices in a spreadsheet. Agencly puts projects, clients, contracts, billing, time tracking, and calendars into a single workspace built from nine modules that you switch on as needed. Because the same client record flows through each module, a signed contract can become a project, tracked hours can become an invoice, and the client can follow all of it in the portal without anything getting lost in a handoff. Client data is encrypted at rest and in transit, with role-based access control, audit visibility, and automatic backups, and team members can be given roles such as owner, admin, member, client, or guest. AI tools including Claude, ChatGPT, and Cursor connect through the model context protocol. A 14-day free trial is offered without a credit card.
What you can do with it
- Manage client work on kanban and lists with clear task status
- Create, send, and sign contracts and proposals without leaving the workspace
- Track billable hours and turn them straight into invoices
- Give clients a portal for progress, files, invoices, and messages
- Invite team members with precise roles and permissions
Who it is for
- Agencies that want delivery, contracts, and billing in one system
- Freelancers who need contracts, time tracking, and invoicing together
- Modern teams that prefer one workspace over several disconnected apps
- Operators who must control what clients and guests can see
What to watch out for
After the 14-day trial, full use requires payment, and pricing details should be confirmed on the site before you commit. Setting up modules and moving existing projects, contracts, and client records into a new system takes real effort, so it is not a same-day switch. The AI integrations need their own configuration and accounts, which adds another layer to manage. Finally, feature availability and trial terms are set by the vendor and can change, so verify what your plan includes rather than assuming.
FAQ
What does Agencly include?
Nine modules can be enabled as needed, covering project management, invoices, contracts, time tracking, a client portal, team and role management, calendar, and reporting, with AI integration on top.
How is client data protected?
The site describes encryption at rest and in transit, role-based access control, audit visibility, and automatic backups.
Is there a free trial?
Yes, a 14-day free trial is offered without requiring a credit card.
Which AI tools can I connect?
Tools such as Claude, ChatGPT, and Cursor can be integrated into the workspace through the model context protocol.
Why it is free
What the official page says： free trial
Free limits, trial length and features are decided by the official site and can change at any time.
Product preview
Screenshot archived from the listing page, for preview only.
