Founder, Acme Growth Co.
Killed Slack channels for clients, ClickUp, Frame.io, Looker and two Notion builds in the same week. The team just opens Agentryx now.
Connects to
What you get
Replace Slack, Asana, Linear, ClickUp, Notion. Unlock features none of them ship.
Northwind Coaching · Quick generate
Topic: weekend ad spend · Top of funnel
WRITTEN IN THE CLIENT’S VOICE
Built from their offer, avatar and objections. No em dashes, no banned words, hook that isn’t a question.
LinkedIn post
148 wordsMost HVAC owners pour budget into summer and go quiet in October. That is backwards. The buyers planning next season are searching right now, and they are cheaper to reach.
Short-form script
92 wordsStop killing your ad spend in the off-season. Here is what the top 1% of contractors do instead, and why their cost per lead drops while everyone else hibernates.
Copy, edit, or send straight to the client portal
Strategy review · Northwind
Source: Fathom · 58 min · 14 May
SUMMARY
Client wants to test a new Google search campaign in May. Concerned about CPL on Meta - Maya to audit creatives. Brand-asset upload still missing from client side…
TEAM TASKS · 3
Audit Meta creatives wk 18
Maya K.
Launch Google search test
Jordan P.
Draft creative brief v3
Sam L.
CLIENT TASKS · 2
Upload brand asset pack
↳ on client portal
Approve Google ad spend
↳ on client portal
FOLLOW-UP EMAIL · DRAFTED
“Hi James - great chat today. Quick recap…”
Discovery call · Lily R. → ACME Co.
42 min · 14 May 2026
STRENGTH
Strong open. Anchored ROI at 14:00 with a specific case-study.
IMPROVE
Talk:listen ratio 68:32 - let prospect surface objection at 27:40.
MISSED SIGNAL · 22:14
“We’re reviewing budget next quarter” - buying signal not pursued.
Recommended next step
Send Q3-budget-aligned proposal →
12 built-in roles. Per-member overrides. Owner can shadow any teammate in one click.
Sales Floor
Reps are separable from team seats - clients can bring their own SDRs and closers, you track commissions for both.
Everything included
One login for your team. One white-label portal for every client. No tab-switching.
Content & creative
Content engine
Quick generate posts and short-form scripts in each client voice.
Creative review
Time-coded video and image comments. Clients approve in the portal.
Delivery boards
A Kanban per client, seeded from templates in seconds.
Performance & sales
Ad performance
Connect Meta and Google once. Spend, CPL and ROAS, daily.
Sales floor
Closer and setter dashboards with commission calculated for you.
Call review
Paste a transcript, get a scored rubric and the missed buy signals.
Sales playbook
Scripts and SOPs in one place so new reps ramp fast.
Client experience
White-label portal
Your subdomain, your brand. Clients never see us.
Reports
Client-ready reports from live data. Export or share in the portal.
Messages
Per-client threads so nothing gets lost in a DM.
Documents
Shared files and docs, right in the portal.
Monthly updates
An automatic client digest goes out every month.
Run the team
Meetings to actions
Paste a summary, get owner-tagged tasks and a follow-up draft.
Tasks
Action items for the team and the client.
Roles + view-as
12 built-in roles. Shadow any teammate in one click.
Integrations
Meta, Google, GoHighLevel, Calendly, Acuity, iClosed, Shopify, Stripe.
What you stop paying for
What a 10-seat agency typically spends - vs. Agentryx Starter.
Slack
Business+
↳ replaced by Client messages + per-client threads
ClickUp
Business
↳ replaced by Delivery boards + task templates
Notion
Business
↳ replaced by Client docs, briefs, asset packs
Frame.io
Pro
↳ replaced by Creative review + time-coded comments
Looker Studio
Team workspace
↳ replaced by Ad performance + cross-client reporting
DocuSign
Standard
↳ replaced by Contracts (lightweight)
Fathom
Team
↳ replaced by Meeting → Action Loop (built in)
HubSpot
Pro
↳ replaced by Lead pipeline + sales floor
Calendly
Teams
↳ replaced by Booking (still optional integration)
Costs based on publicly listed paid-tier pricing at 10 seats. Your actual savings depend on which tools you currently use - most agencies replace more than nine.
Wall of love
Founder, Acme Growth Co.
Killed Slack channels for clients, ClickUp, Frame.io, Looker and two Notion builds in the same week. The team just opens Agentryx now.
Account Manager, Stellar Performance
Meeting → Action Loop is the feature I didn't know I was missing. Call ends, paste the summary, hit apply, team's queue is filled.
Sales Manager, Meridian Growth
The call review rubric caught two missed buying signals in my first week. Genuinely changed how I coach reps.
Ops Lead, Northwind Agency
Clients fill the form, book the call, and the workspace is wired before we hop on. 4× faster onboarding, no exaggeration.
Founder, Cardinal Lead Co.
We white-labelled the portal in 20 minutes. First client asked who built our software - not what tool we use. Won the renewal on the spot.
Founder, Trueblood Media
9 hours/week saved on client reports alone. Auto-generated, branded, scheduled. I genuinely forgot Fridays were a chore.
COO, Brightline Performance
Switched our agency of 14 from a 7-tool stack. The annual plan paid back in the first month. The View-as feature alone is worth it.
Head of Delivery, Oakline Group
My account managers used to live in 6 tabs. Now they live in one. Onboarding new AMs went from 2 weeks to 2 days.
Founder, Kellner Growth
Built for lead-gen agencies, by people who clearly ran one. Every menu item answers a real problem I had at my last agency.
Director of Ops, Harbor Growth
The fact that Meta + Google connect ONCE at agency level and just work across every client. Chef's kiss. Should be illegal how easy that is.
Founder, Acme Growth Co.
Killed Slack channels for clients, ClickUp, Frame.io, Looker and two Notion builds in the same week. The team just opens Agentryx now.
Account Manager, Stellar Performance
Meeting → Action Loop is the feature I didn't know I was missing. Call ends, paste the summary, hit apply, team's queue is filled.
Sales Manager, Meridian Growth
The call review rubric caught two missed buying signals in my first week. Genuinely changed how I coach reps.
Ops Lead, Northwind Agency
Clients fill the form, book the call, and the workspace is wired before we hop on. 4× faster onboarding, no exaggeration.
Founder, Cardinal Lead Co.
We white-labelled the portal in 20 minutes. First client asked who built our software - not what tool we use. Won the renewal on the spot.
Founder, Trueblood Media
9 hours/week saved on client reports alone. Auto-generated, branded, scheduled. I genuinely forgot Fridays were a chore.
COO, Brightline Performance
Switched our agency of 14 from a 7-tool stack. The annual plan paid back in the first month. The View-as feature alone is worth it.
Head of Delivery, Oakline Group
My account managers used to live in 6 tabs. Now they live in one. Onboarding new AMs went from 2 weeks to 2 days.
Founder, Kellner Growth
Built for lead-gen agencies, by people who clearly ran one. Every menu item answers a real problem I had at my last agency.
Director of Ops, Harbor Growth
The fact that Meta + Google connect ONCE at agency level and just work across every client. Chef's kiss. Should be illegal how easy that is.
See it in action
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For solo operators getting their first few clients live.
Billed monthly · cancel anytime
For agencies running a real book of business.
Billed monthly · cancel anytime
For established agencies scaling delivery ops.
Billed monthly · cancel anytime
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Common questions
One tool. Nine bills gone. Your brand on every surface.
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