Agency Systems LLC
Client work, from first contact through retainer.
Agency Systems is the operating system for running that work. The agency has a private workspace. Clients get a branded portal. Billing stays with the account.
01
First contact
A lead lands in the sales pipeline and becomes a client record. The conversation has a place to live before anyone is onboarded.
02
Onboarding
Tasks, documents, messages, and contracts move the account forward. The client then gets a branded portal of their own.
03
Retainer
The relationship continues. Billing, performance, and the day-to-day work stay attached to the same account.
A private workspace for the agency
The people running the agency work here. Pipeline, records, team, tasks, files, messages, signatures, and mail live on the same account.
Sales pipeline
Track deals from the first conversation through a signed client.
Client records
Keep the account, its people, and its history in one place.
Team and roles
See who is on the team and what each role is allowed to do.
Tasks
Assign the work that belongs to a deal or a client.
Document library
Share the files the team and the client both need.
Messaging
Keep conversations with the team and with clients in the workspace.
E-signatures
Send a contract and collect a signature on the account.
Email templates
Start from the messages the agency already sends.
Visual automations
Build a flow on the account. Each step can wait, branch, send mail, move a deal, or leave a note.
- Wait
- Branch
- Send mail
- Move deals
- Leave notes
A branded portal for the client
Onboarding leads into a portal with the agency’s brand. The client sees their side of the account.
Account
The client’s own view of who they are with the agency.
Billing
What they owe, and what they have already been charged.
Messages
A direct line back to the team.
Contracts
Documents waiting for a signature.
Performance
How the work is doing, in the same place as the account.
Billing through Stripe
Charge the retainer as a subscription. Send a one-off charge when a piece of work sits outside it. Both stay on the client’s account, and both show up in the portal.
Ad accounts, assigned and tracked
Assign ad accounts to a client and keep them with the rest of the work, so spend and the account are not in two different places.
The same data, from outside the app
A developer API can read or update what the workspace already holds. Keys control access. Request logs show what was called.
- Keys
- Issue a key for a system that needs to talk to Agency Systems.
- Read and update
- Use the same client, billing, and account data from outside.
- Request logs
- See which calls came in, and what they changed.