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Built for agencies Your process, installed

Run your agency.Give every client one destination.

Agentryx finds what needs attention, prepares the next action and brings judgment calls to you for approval.

Your agency, from one operating view
app.agentryx.io/dashboardDEMO
Maya OwensOwnerMO

Overview

3 need attention

Morning, Maya. 31 active clients. 3 need attention. Sample data

! 7 tasks overdue across your workspaceReview now →
Pipeline value£427.5k
Cash collected£128.4k
Active clients31
Close rate38.6%
Client portfolioEverything important across every account
3 need attention
TSTwentyTwo StudioClient workspaceOn track
Day 184Opened 2h ago
Meta AdsGHL
Performance4.8× ROASVolume184 leads
Delivery 94%
Creative approval waitingOpen →
MSMCR Skin ClinicClient workspaceAction needed
Day 126Clicked 1d ago
GHLMeta Ads
Performance£18.2k spendVolume247 leads
Delivery 81%
Reconnect Meta AdsOpen →
HKHomefolk KitchensClient workspaceAccess pending
Day 42Opened 5h ago
Meta AdsGHL
Performance3.9× ROASVolume£42k revenue
Delivery 88%
Monthly report readyOpen →
Client approval receivedTwentyTwo StudioCampaign creative is ready to move
Weekly report readyMCR Skin ClinicMeta Ads + GoHighLevel synced
One connected client journey

From signed deal to renewed account.

See every stage
01WinPipeline and calls
02OnboardAccess and setup
03DeliverTasks and approvals
04ReportResults in context
05RetainRenew with clarity
Customer story
“We kept experiencing churn because we didn’t have this. The minute we installed Agentryx, we were able to manage the entire agency a lot better.”
Louis Loftus

Louis LoftusFounder, Pipeline X

Customer proof

Real operational change, in numbers.

Results, customer voices and full stories in one place.

Explore customer proof
58%faster client onboardingReported customer result
11 hrssaved each weekReported customer result

“We used to burn the first two weeks of every engagement just wiring tools together. Now a client is live the day they sign.”

Quam BalogunQuam BalogunFounder at 360 Acquisition
Customer story
74%fewer client status messagesReported customer result
FEATURED CASE STUDYEA DigitalHow EA Digital cut onboarding from 12 days to 5 by running everything through one connected system.
One connected platform

Follow every client without changing systems.

The account stays the same. The view changes with the job your team needs to do.

Start every account properly

A signed client becomes a working account.

Send one branded link, collect the right information and create the delivery structure without rebuilding your setup.

Explore onboarding
Client workspace
ONBOARDINGTwentyTwo Studio
89%

Business profileComplete

Brand assetsComplete

Platform accessComplete

Kick-off callThursday

8 of 9onboarding steps complete
One system. Two experiences.

Your operating view.
Their client experience.

The work stays connected behind the scenes. The client sees one calm, branded place built around their account.

For your team

The agency control room

See every client, deadline, campaign, call and decision from one place. Problems surface before they reach the client.

  • Cross-client attention view
  • Reusable delivery systems
  • Sales and performance in context
Explore the agency workspace
For your clients

A portal that looks like you built it

Your logo, your colours and your URL. Clients review work, follow results, answer tasks and find every update without chasing your team.

  • No Agentryx branding
  • Approvals, reports and files
  • Role-based client access
Explore the client portal
Built around each relationship

One system. The right view for every role.

Leadership

See the whole agency without joining every conversation.

Start with accounts that need attention, then open the work, performance and client context behind each signal.

  • Cross-client attention view
  • Delivery and revenue in one place
  • Problems surfaced before escalation
Owner viewLive workspace
OVERVIEWMorning, Maya.
30D
Active clients31
Need attention3
Cash collected£128k
Needs attention

MCR Skin Clinic Reconnect Meta Ads

Homefolk Kitchens Approval overdue

TwentyTwo Studio Report ready

Everything relevantNothing extra
Built for agencies with a process worth repeating
Lead-generation agenciesCreator-commerce agenciesContent agencies
How it works

Three steps from scattered tools to one operating system.

01

Map your process

We learn how clients move through your agency, who owns each stage and what clients need to see.

02

Build your workspace

Your branding, client structure, delivery templates and connections are configured around the way you work.

03

Move the agency across

Bring in active clients, train the team and give each client one clear place to work with you.

See the full process
Built into the platform

Built for a real agency, not a generic workspace.

Give each person the right access, keep every client record connected and deliver through a portal branded as your own.

12built-in roles

Give owners, account managers, closers and client reps the right view from day one.

Unlimitedteam seats

Add the people responsible for the work without changing the monthly price.

WHITE-LABELLED PORTAL

Your client sees your agency.

Your logo, colours and subdomain throughout. No Agentryx branding in the client experience.

AGENTRYX REVIEW

Prepared for you. Applied after approval.

Sales calls, follow-ups, client changes, delivery risks and payment issues arrive with their source evidence attached.

Guidedimplementation

Bring your existing process, templates and active clients into a workspace built around them.

What we believe

Software should make the agency easier to run.

01

A client should never need to ask where something is.

The portal should answer the question before another status message is sent.

02

A process should survive the person who built it.

Templates, ownership and context belong in the operating system, not one account manager's memory.

03

More software is not the same as a better system.

The useful unit is the connected client journey, not the number of features on a pricing page.

Start with a clear view

See what is slowing your agency down.