Agency management software for small agencies
Last reviewed by the Agency Cloud team at Nilede Technologies
Short answer
Agency Cloud is agency management software for teams of up to about 15 people. Win work with a lead pipeline and proposals clients sign online, bill it with invoices, retainers and automatic reminders, and run your team with attendance, leave and payroll. Everything shares the same customers, people and permissions, for one flat monthly price.
- Sales: leads, follow-ups and signed proposals
- Billing: invoices, retainers, reminders and reports
- Team: attendance, leave and payroll
- Roles that fit a small agency
What does a week in Agency Cloud look like?
- Monday: the CRM dashboard shows follow-ups due and the pipeline
- A proposal is signed online; the lead becomes a customer
- Retainer invoices go out on the first of the month by themselves
- Reminders chase overdue invoices without anyone remembering
- Leave requests are approved from a phone
- Month end: payroll is worked out from attendance and leave
Can I run more than one company?
Yes. Switch between companies with one login. Each has its own people, roles and invoices, and extra companies can be added to a paid plan.
Questions
Does it include task management or time tracking?
No. It includes projects linked to customers and invoices. Use your favourite task tool alongside it.