Skip to content
NewQuick generate →

The operating system for lead-gen agencies.

Onboarding, delivery, ads, sales floor. One platform. Your brand.

7-day free trial

Connects to

Meta AdsGoogle AdsGoHighLevelCalendlyAcuity SchedulingiClosedShopifyStripeClaude AIMeta AdsGoogle AdsGoHighLevelCalendlyAcuity SchedulingiClosedShopifyStripeClaude AI

What you get

One platform. Every surface a lead-gen agency needs.

Replace Slack, Asana, Linear, ClickUp, Notion. Unlock features none of them ship.

CLIENT-FACING

Your agency. Your subdomain. Your brand.

your-slug.agentryx.ioLogo + colorsPer-client video comments (Mux)Staff + client roles'Powered by' hidden under flag
acmegrowth.agentryx.io / portal

Creatives awaiting your review

4 ads · 2 require approval today

Pending

Hero v3 - Spring promo

0:12 / 0:30

Approved

Carousel v1 - Roofing

6 frames

↳ Comment at 0:14: “Can we soften the CTA?” - James (client)

AI · CONTENT

Onboard a client. Generate content that sounds like them, the same day.

Quick generateLinkedIn postsShort-form scriptsVoice matchNo em dashesEditable prompt

Northwind Coaching · Quick generate

Topic: weekend ad spend · Top of funnel

Ready

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 words

Most 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 words

Stop 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

AI · TASK TRACKING

Every call becomes a plan. Auto-drafted, owner-tagged, ready to ship.

Auto-recapAuto-assignEdit & lock
M

Strategy review · Northwind

Source: Fathom · 58 min · 14 May

Applied

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…”

AI · SALES TRAINING

Every sales call, scored. Every rep, sharper.

Structured rubricObjection trackingMissed-buy signalsPer-rep reports

Discovery call · Lily R. → ACME Co.

42 min · 14 May 2026

8.4/ 10

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 →

PERMISSIONS

Control what each teammate sees.

DesignerSetterEditorSales FloorOwner

12 built-in roles. Per-member overrides. Owner can shadow any teammate in one click.

Viewing as Lily R. · Closer

Exit view

Tasks · today

4 due

Sales floor · this week

12 calls · 3 closes

Lily can only see what closers need. Owner sees everything.

Sales Floor

A full sales floor inside your dashboard.

CloserSDRLeads & AppsCall ReviewsResources

Reps are separable from team seats - clients can bring their own SDRs and closers, you track commissions for both.

01

Closer

Calls taken, closes won, cash collected, commission - by rep.

02

SDR

Calls booked, show rate, dials - by rep.

03

Leads & Apps

Pipeline + application status (qualified / contacted).

04

Call Reviews

AI rubric per transcript, stored per rep + per client.

05

Resources

Scripts, playbooks, objection handlers.

Everything included

Every surface a lead-gen agency needs, in one platform.

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

Nine tools. One bill.

What a 10-seat agency typically spends - vs. Agentryx Starter.

Slack

Business+

$125 / month

↳ replaced by Client messages + per-client threads

ClickUp

Business

$190 / month

↳ replaced by Delivery boards + task templates

Notion

Business

$180 / month

↳ replaced by Client docs, briefs, asset packs

Frame.io

Pro

$190 / month

↳ replaced by Creative review + time-coded comments

Looker Studio

Team workspace

$79 / month

↳ replaced by Ad performance + cross-client reporting

DocuSign

Standard

$250 / month

↳ replaced by Contracts (lightweight)

Fathom

Team

$190 / month

↳ replaced by Meeting → Action Loop (built in)

HubSpot

Pro

$500 / month

↳ replaced by Lead pipeline + sales floor

Calendly

Teams

$120 / month

↳ replaced by Booking (still optional integration)

Your current stack

$1,824 / month

9 tools × 10 seats, typical paid tiers

With Agentryx

$149 / month

Unlimited seats, every feature included

You save

$20,100 / year

$1,675/month saved · ROI in week one

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

Don’t take our word for it.

Maya Kurosaki

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.
Sam Loomis

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.
Lily Reyes

Sales Manager, Meridian Growth

The call review rubric caught two missed buying signals in my first week. Genuinely changed how I coach reps.
Jordan Park

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.
Alex Chen

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.
Dana Trueblood

Founder, Trueblood Media

9 hours/week saved on client reports alone. Auto-generated, branded, scheduled. I genuinely forgot Fridays were a chore.
Ravi Bhatti

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.
Emma McGraw

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.
Tomás Kellner

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.
Nina Westbrook

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.
Maya Kurosaki

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.
Sam Loomis

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.
Lily Reyes

Sales Manager, Meridian Growth

The call review rubric caught two missed buying signals in my first week. Genuinely changed how I coach reps.
Jordan Park

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.
Alex Chen

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.
Dana Trueblood

Founder, Trueblood Media

9 hours/week saved on client reports alone. Auto-generated, branded, scheduled. I genuinely forgot Fridays were a chore.
Ravi Bhatti

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.
Emma McGraw

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.
Tomás Kellner

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.
Nina Westbrook

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

90 seconds. No narration.

1:30Watch the full platform tour
✓ 30 min, no sales pressure✓ See it on your own clients
Pricing

Built for every stage of agency.

7-day free trial. Cancel anytime.

Starter

For solo operators getting their first few clients live.

$149/mo

Billed monthly · cancel anytime

  • Up to 3 active clients
  • 2,000 AI credits / month
  • Unlimited team seats
  • Client portals + reporting
  • All AI features included
Most popular
Growth

For agencies running a real book of business.

$429/mo

Billed monthly · cancel anytime

  • Up to 10 active clients
  • 7,000 AI credits / month
  • Unlimited team seats
  • White-label portals
  • All AI features included
Pro

For established agencies scaling delivery ops.

$1,199/mo

Billed monthly · cancel anytime

  • Up to 30 active clients
  • 21,000 AI credits / month
  • Unlimited team seats
  • White-label + custom domain
  • Priority support

7-day trial · Card required · No charges if you cancel inside the trial window

Common questions

Everything you need to know

Is there a free trial?
Yes. 7 days. Cancel anytime before it ends and you won't be charged.
How do I pick the right tier?
Match your active client count. You can move up or down at any time.
What are AI credits and what happens if I run out?
One credit = one AI action (content generation, call review, etc.). Top up anytime or upgrade your tier.
What are the extra costs for adding team members?
None. Team seats are unlimited on every tier.
How does the white-label portal work?
Map your subdomain, drop in your logo and colors, toggle 'Powered by' off. Your clients never see Agentryx.
Do I need to connect every integration?
No. Connect what you use. Skip what you don't.
Can I change tier later?
Yes. Up or down, anytime.
Can I cancel anytime?
Yes. No contracts.
What happens to my clients' data if I cancel?
Export everything before you go. We hold it for 30 days, then delete.
How does the content engine work?
Fill the client's profile on their Onboarding tab: offer, target avatar, primary objection, voice references. Enabling content distils that profile into a system prompt the generator reads on every call. Then anyone on your team (or the client) types a topic, picks a funnel stage, and gets a LinkedIn post and a short-form video script written in the client's voice. Edit the prompt by hand whenever you want to steer it.
How long does it take to get set up?
Most agencies are live with their first client in under a day.
What if I outgrow Pro?
Talk to us. We'll spin up custom limits without changing how the platform works.

Run your agency on one platform.

One tool. Nine bills gone. Your brand on every surface.

Start free trial →

7-day free trial