One operating system for the entire client relationship.
Win the client, run the work and show the result. Agentryx watches the connected record, prepares the next action and waits for approval when judgment matters.
Follow every client without changing systems.
The account stays the same. The view changes with the job your team needs to do.
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 onboardingBusiness profileComplete
Brand assetsComplete
Platform accessComplete
Kick-off callThursday
Explore the complete platform.
Turn interest into a structured sales process.
Sales pipeline
Run your agency sales process from first enquiry through signed agreement without losing context between tools.
See the workflowBooking pages
Publish focused booking journeys that collect the context your team needs before the call.
See the workflowSales call review
Review calls against a consistent rubric and give each rep specific ways to improve.
See the workflowProposals and agreements
Keep the commercial promise connected to the client account and the work your team must deliver.
See the workflowTurn a signed deal into a working account.
Client intake
Use a repeatable, branded intake that creates useful operating context instead of another form response.
See the workflowAccess requests
Track platform access, credentials and client actions alongside the work they unlock.
See the workflowOnboarding workflows
Run internal setup and client responsibilities from one sequence with clear owners and deadlines.
See the workflowWorkspace templates
Save the structure behind a successful account and apply it without rebuilding boards, fields and tasks.
See the workflowKeep work, feedback and ownership connected.
Delivery boards
Run every account from a service-specific plan while maintaining one operating view across the agency.
See the workflowCreative review
Collect specific, time-coded input without losing decisions inside email and chat threads.
See the workflowFiles and documents
Organize briefs, assets, reports and agreements around the account they belong to.
See the workflowClient communication
Keep updates, requests and decisions close to the delivery work instead of scattered across inboxes.
See the workflowConnect delivery activity to client outcomes.
Performance reporting
Bring connected performance data and delivery context into reports clients can understand.
See the workflowClient portals
Publish updates, actions, files and results in a destination carrying your agency brand.
See the workflowAgency dashboard
See delivery, performance and attention signals across the full book of business.
See the workflowClient health
Combine delivery signals, engagement and performance context into a clearer view of relationship risk.
See the workflowAgentryx autonomy
The Agency Operator ranks work by revenue, delivery and retention impact. Agentryx prepares the action, checks the source again, applies approved work, and verifies the result. Use Agentryx Review in the app or approve from a bound Slack operations channel.
See the workflow