Agency Maestro is a client management platform that incorporates project management, automated billing, and client information storage for agencies of all sizes. This tool was created to give marketing and consulting firms a centralized management system that allows them to develop profitably and precisely.
You may set up your account in minutes by adding services and entering Stripe information to charge clients by credit cards or ACH. With at-a-glance monthly revenue split by monthly recurring retainers against one-time fees or hourly billing, the simple revenue dashboard makes it easy to see continuous success.
Agency Maestro Lifetime Deal Features Overview:
Client accounts with note-taking and individual profiles are also available through this tool, so you don’t lose sight of critical information when you need it.
You may securely store client information such as contacts, passwords, and reports, as well as track client project time.
You can also add client note tracking for completed work or internal note-taking for private messages among agency members to the site.
You’ll get personalized service billing, including one-time services, monthly retainers, and hourly invoicing, that you may adapt to particular clients.
Clients can also pay beforehand or at the conclusion of a 30-day period via credit card, check, or PayPal with flexible payments.
You can also create recurring payments with white-label invoices using the smooth Stripe interface.
To keep you on top of client services and deliverables, it also includes a basic task and project management system.
You may also custom name each service—these titles will appear on your white-labeled invoices—for greater alignment on what you’re offering and projects that you’re invoicing for.
It allows you to attach comments from jobs to customer profiles, allowing you to keep track of which services have been done and which are still pending.
Get a single platform for managing and completing client services, as well as automating invoicing and payments through Stripe and PayPal
Invoicely and Proposify are two alternatives.
Client contracts, passwords, notes, contacts, and reports are all stored in an integrated task and project system.
Best tool for Agencies, freelancers, and consultants who want to keep track of clients and tasks in one place.
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