TRUSTED BY 100+ GROWING AGENCIES | 14-DAY FREE TRIAL | NO CREDIT CARD | SOC2-STYLE SECURITY
AS PN RM
+100 Agencies

Run Your Agency
on Autopilot

Replace guesswork and scattered spreadsheets with real-time agency intelligence. One platform for Clients, Projects, Tasks, Leads, Invoices and Reporting. Built for agencies of any size.

Free 14-Day Trial| 15 Mins Setup| No Credit-card
app.your-agency.yoursaas.com/dashboard
Agency Dashboard
12 active 2 overdue
Revenue
₹8.4L
Clients
24
Open Tasks
58
Pipeline
₹12.9L
Revenue (6 months)+32%
Client health
UrbanKartHealthy
WellNestWatch
FoodieExpressHealthy
Team workload
Sneha80%
Rohan55%
Priya35%
Proposal accepted
Just now

Trusted by leading agencies across the globe

UrbanKart WellNest FoodieExpress Bloom Digital Northstar Media Peak & Co

One trusted platform.
Six agency superpowers

Pick the capability your agency needs today or the one they'll need next quarter.

See All Features

Client Hub

Onboard, track and retain clients with health scores, retainers, contracts and a branded client portal — every client relationship decoded.

Read More
Client Hub
20-step onboarding checklists
Health scores with reasons
Client portal approvals & requests
Live

Task Engine

Kanban boards, recurring tasks that create themselves, checklists, approvals and workload views — delivery without status meetings.

Read More
Task Engine
Drag-and-drop kanban board
Recurring tasks with auto-instances
Subtasks, checklists & attachments
Live

Lead Pipeline

Leads from Lead365 and Meta Ads flow through your pipeline automatically, with proposals and one-click conversion.

Read More
Lead Pipeline
Lead365 webhook sync (9 events)
Meta Ads & form capture
Proposals with PDF & email
Live

Finance & Invoicing

GST invoices, BikriBook sync, expenses and per-client profitability — get paid on time, every time.

Read More
Finance & Invoicing
GST invoices with auto-numbering
BikriBook sync + 6-hour payment check
Profitability with margin colours
Live

Reporting

Weekly and monthly client reports with auto-calculated metrics and branded PDFs — built in minutes.

Read More
Reporting
4-step report builder
Auto-calculated CTR/ROAS/AOV
Branded PDFs in one click
Live

Automation

No-code rules that notify, create tasks and follow up automatically — your agency runs itself.

Read More
Automation
14 trigger events
8 action types
5 rules pre-built
Live
100+
Agencies Served
120,000+
Tasks Delivered
21+
Integrations & Tools
98%
Client Retention

How It Works

Just 15 mins to set up & get agency intelligence from day one.

1

Create Your Workspace

Sign up, pick your subdomain, choose a plan or start the free trial. Zero code, zero IT headache.

2

Invite Your Team & Clients

Add ops managers, account managers and specialists with role-based access. Connect Lead365 and BikriBook.

3

Win & Deliver

Import leads, send proposals, deliver projects, invoice clients and share reports — all from one dashboard.

A smarter way to navigate agency productivity

Workflow intelligence that adapts to your sector.

Campaign productivity that drives revenue

Match team output to client revenue, across ad accounts, content and reporting.

Read More on Digital Marketing
38%
Faster client reporting
S
Sneha Iyer
Performance Marketer
Top 3%
Top Performer Pattern Identified
Digital Marketing · Task365
Campaign reporting — 38% faster
Client health: 12 active, 2 at risk
Pipeline: ₹12.9L this quarter
● Live

Design approvals that actually close

Briefs, revisions, approvals and deliverables without the email ping-pong.

Read More on Creative & Design
3x
Faster approvals
P
Priya Nair
Operations Manager
HIGH ROI
Approval Cycle Halved
Creative & Design · Task365
3 approvals closed today
Version history: v4 → v5 tracked
Client feedback recorded on every task
● Live

Engineering output, unlocked

Match development investment to delivery, across sprints and maintenance retainers.

Read More on Web Development
1.4X
Faster delivery velocity
R
Rohit Mehta
Project Lead
HIGH ROI
Capacity Unlock Identified
Web Development · Task365
Sprint velocity +1.4x
12 maintenance tickets this week
2 capacity risks flagged
● Live

Engagement intelligence for consultants

Proposals, onboarding, deliverables and billing for every engagement.

Read More on Consulting
Q4
Appraisal-ready records
J
James Anderson
Engagement Manager
AUDIT READY
Deliverable Trail Compiled
Consulting · Task365
Proposal sent: 92% close rate
Onboarding: 18/20 steps done
Invoice paid: ₹4.2L this month
● Live

Loved by agency owners

"We replaced 4 tools and a dozen Excel sheets. Onboarding checklists alone saved us hours per client."

A
Aarav S.
Founder, UrbanKart Agency

"The client portal is a game-changer. Approvals that used to take days now happen in hours."

P
Priya N.
Ops Manager, Bloom Digital

"Profitability per client finally makes sense. I know our margins before every renewal call."

R
Rohan M.
Account Manager, Northstar

Simple, honest pricing

Start free for 14 days. Upgrade when you're ready. Cancel anytime.

Starter

₹2,999 /month
  • Up to 5 users
  • Up to 5 clients
  • Task & project management
  • Lead management (Lead365)
  • Invoicing (BikriBook)
View plan
Most popular

Professional

₹6,999 /month
  • Up to 15 users
  • Up to 20 clients
  • Everything in Starter
  • Reporting & PDF reports
  • Automation rules
View plan

Enterprise

₹14,999 /month
  • Unlimited users
  • Unlimited clients
  • Everything in Professional
  • Priority support
  • Custom integrations
View plan

Frequently asked questions

Yes - every new workspace gets a full 14-day free trial with all features, no credit card required.
Yes. You can add clients, projects and tasks manually, and leads flow in automatically from Lead365.
Yes - invoices sync to BikriBook, and plan payments are handled securely via Razorpay.
Each agency gets fully isolated data with role-based access, encrypted API keys and audited activity logs.
Yes - the client portal lets your clients approve deliverables, view reports, download invoices and submit requests.

Ready to run your agency on autopilot?

Join agencies that traded chaos for one clean operating system.

No credit card · 15-minute setup