Founder
We were paying for nine tools that didn't talk to each other. Agentryx replaced six of them and connected the rest. One login, one source of truth, and I stopped being the glue holding it together.
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
We were paying for nine tools that didn't talk to each other. Agentryx replaced six of them and connected the rest. One login, one source of truth, and I stopped being the glue holding it together.
Operations Director
Client onboarding used to take us eleven days and three people. It's now two days and mostly automated. The client experience went up, not down.
Managing Director
We took on fourteen new retainers this year without adding a single account manager. That's the whole story really.
Founder
Before, I found out about problems when a client emailed me. Now I see it in the dashboard on a Monday morning, usually before they've noticed.
Head of Delivery
I've rolled out systems before that the team quietly ignored. This one they actually opened. Six weeks in, nobody's asking to go back to the old process.
Founder
I'd been burned by two platforms before this, so I went in sceptical. The difference is it fits underneath what we already do instead of asking us to rebuild around it.
Chief Executive
Roughly eighteen hours a week back across the team. We reinvested that into sales and it paid for itself inside the first quarter.
Marketing Lead
We used to guess what was working in our competitors’ ads. Now we know, and we ship variations the same week. Our cost per lead dropped by about a third.
Founder
We were paying for nine tools that didn't talk to each other. Agentryx replaced six of them and connected the rest. One login, one source of truth, and I stopped being the glue holding it together.
Operations Director
Client onboarding used to take us eleven days and three people. It's now two days and mostly automated. The client experience went up, not down.
Managing Director
We took on fourteen new retainers this year without adding a single account manager. That's the whole story really.
Founder
Before, I found out about problems when a client emailed me. Now I see it in the dashboard on a Monday morning, usually before they've noticed.
Head of Delivery
I've rolled out systems before that the team quietly ignored. This one they actually opened. Six weeks in, nobody's asking to go back to the old process.
Founder
I'd been burned by two platforms before this, so I went in sceptical. The difference is it fits underneath what we already do instead of asking us to rebuild around it.
Chief Executive
Roughly eighteen hours a week back across the team. We reinvested that into sales and it paid for itself inside the first quarter.
Marketing Lead
We used to guess what was working in our competitors’ ads. Now we know, and we ship variations the same week. Our cost per lead dropped by about a third.
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Billed monthly · cancel anytime
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Common questions
One tool. Nine bills gone. Your brand on every surface.
7-day free trial