Tickets, content approvals, SEO, reputation, brand assets, contracts and invoicing — in one platform that carries your name, not ours. Every client gets their own branded portal, and you decide what’s in it.
No per-seat pricing · unlimited team members · flat price per agency
What it replaces
Priced for a five-person agency serving twenty clients. Every figure is the vendor’s own published list price — we’ve linked them all so you can check.
| What you’re paying for | List price | Your monthly |
|---|---|---|
| Helpdesk & client portal Zendesk Suite Team | $55 / agent | $275 |
| Projects & tasks Asana Starter | $10.99 / user | $55 |
| E-signature DocuSign Standard — and it counts your envelopes | $30 / user | $60 |
| Rank tracking & site audit Semrush SEO | $139 flat | $139 |
| Client reporting portal AgencyAnalytics Core | $20 / client | $400 |
| Review management Podium Core | from $399 flat | $399 |
| Time tracking & invoicing Harvest Teams | $9 / seat | $45 |
| Seven vendors, seven renewals | $1,373 | |
| AgencyDash Growth all of the above, up to 40 clients | $699 |
saved at this size — and the gap widens with every client and every hire, because five of those seven charge per person or per client and this one doesn’t.
Assumes five team members, twenty clients, annual billing, and two people who send contracts. List prices checked August 2026 from each vendor’s own pricing page: Zendesk, Asana, DocuSign, Semrush, AgencyAnalytics, Harvest. Podium does not publish its pricing; $399 is the figure consistently reported for its Core plan. Your stack will differ — the shape of it usually doesn’t.
How it works
Not a collection of features — the actual sequence an agency lives: winning the account, setting it up, doing the work, showing the work, getting paid, and having something to point at when the renewal comes round.
A proposal or retainer goes out from a template you control and comes back signed and sealed — no second subscription, no per-envelope fee. The other side never needs an account: the link and an emailed code are the credential.
A guided setup collects what you actually need to do the work: the contacts who approve things, the locations you’ll rank, the websites you’ll change, the people who get portal access — and the brand. Logos, palette, fonts, the guidelines nobody can ever find.
Change requests arrive as numbered tickets with a countdown, not as email someone has to remember. Content moves through the approval chain you configured — your reviewers, then theirs. SEO and reviews run against the same client record, so the finding and the ticket that fixes it live in one place.
Your client signs in to a portal with your name on it and sees the tickets they raised, the content waiting on their approval, where they rank, what people are saying, and the contracts they signed. Not a PDF once a month — the live thing, whenever they think to look.
Time is logged against projects and tasks, marked billable or not, and rolls up per client against the rate you set at onboarding. The invoice builds itself from the period rather than from someone’s reconstruction of it.
When the conversation comes round, there is nothing to reconstruct. What was promised, what was delivered against it, how fast you responded and which way the numbers went are all still there — and the renewal is another contract from another template.
Modules
Your plan entitles a set; your agency holds them; you enable the subset that makes sense for each client.
Support and change requests with per-agency numbering, priorities, attachments and a response deadline fixed when the ticket lands.
Blog, social and campaign drafts through a configurable chain — your reviewers first, then the client’s, each step naming who can clear it.
Rankings weighted by real search demand, site crawls with run-to-run diffs, competitor gap, and recommendations you approve into a ticket.
Templates, drafting and legally binding signature with a sealed, verifiable PDF. No third-party signing service, no per-envelope fee.
Google, Yelp and Facebook reviews pulled in, sentiment derived from the rating, and a clear queue of what still needs a response.
A board per project with drag-and-drop states, priorities, comments and attachments, fed directly by tickets.
Billable and non-billable time by person and client, an hourly rate per client, and invoices built from the period’s hours.
Your logo, colour and subdomain throughout. Clients keep their own brands, palettes and asset libraries inside the portal you gave them.
On the roadmap
Not shipped yet. We’d rather you read that here than find out on the call.
Contracts & e-signature
Signature isn’t an integration here — templates, drafting, sending, signing and sealing all happen in the product. That means no per-envelope fee, no second vendor holding your agreements, and no export step between a signed contract and the client portal it belongs in.
You can’t edit it. Neither can we.
The agreed text freezes the moment it’s sent, and the signing record is append-only in the database itself rather than merely in our application code. So when you tell the other side the document hasn’t changed since they signed it, that’s something you can demonstrate rather than something you’re asserting.
What gets recorded, in order
Contract sent
text locked · link issued
Disclosure accepted
consent recorded against the signer
Identity verified
one-time code, 30-minute window
Signature applied
intent recorded
Document sealed
tamper-evident, verifiable later
The five questions a dispute turns on
Not legal advice, and the starter template is illustrative wording meant to be replaced by whatever your counsel approves.
Trust
You’re the one in the room when these come up, so here are the answers in the form you’ll need them.
Two-step verification on every account — not a setting an administrator can quietly leave off. Your client’s data is never behind a password alone.
Every account action is logged, and the log is yours to read and export. “Nobody told me about that” has an answer with a timestamp on it.
Only when you ask for help, only read-only, only for thirty minutes, only with a written reason — and it appears in your audit log, not just ours.
A full export of your agency on request, with contracts and invoices coming out whole rather than summarised. Nothing here is held hostage to keep you subscribed.
Pricing
No per-seat maths, no per-envelope fee, no charge that moves because you had a busy month. Bring your whole team at no extra cost — the only number that changes the price is how many clients you serve.
A small book of accounts, run properly from day one.
$299/month
Up to 20 clients
Book a demoThe full delivery stack, including signatures and search.
$699/month
Up to 40 clients
Book a demoThe same product, at twice the book of business.
$1,799/month
Up to 80 clients
Book a demoRank checks and site crawls are bought from a data provider per call and per page, so our cost rises with every client you add while your price doesn’t. The limits are what keep a flat price honest in both directions — and you can see each client’s usage against them long before anyone gets refused. Lowering a limit never deletes what you already have. Past 80 clients, talk to us; that’s a conversation, not a surprise on an invoice.
Plans are set up with you rather than through a checkout form. Trials are real accounts, not sandboxes — you keep what you build in them.
Questions
Including the answers that are “not yet”, which you would rather have now than in month three.
No. Every tier includes unlimited team members — the only thing that moves you up a tier is client count. Custom roles mean you can give an SEO specialist what they need without also handing them your billing rates and client invites, so there’s no reason to ration logins.
Client by client, not big-bang. Onboarding collects contacts, locations, websites and brand in one pass, and you invite that client’s people to the portal from the same screen. Historical tickets and time entries from your old tools don’t come across, so most agencies start new work here and let the old system age out rather than attempting a migration weekend.
No. Nothing in it knows what your clients sell — a client is a business with locations, contacts, tickets, content and contracts, whatever the vertical. The sample data ships as a dental practice because a demo needs something concrete, not because this is a healthcare product.
Your own subdomain, logo and accent colour on every plan, carried through the portal, the sign-in page and the contract signing page your client’s counterparty sees. What isn’t there yet is a fully custom domain of your own — that’s on the roadmap, and until it lands your agency’s address is a subdomain rather than one you control outright.
For the portal, yes — that’s the point of it, and their access is scoped to their own account inside your agency. For signing a contract, no. The counterparty on an agreement often isn’t a user of the platform at all, so signing works from the link plus an emailed code, with nothing to create first.
Not yet, and the reason is worth knowing: reading a client’s Search Console or GA4 means connecting to their Google account, which puts the app into Google’s verification review on Google’s timeline rather than ours. Rank tracking, result page features, crawls, competitor discovery and recommendations don’t depend on it and work today.
No. You raise invoices here — they build themselves from the period’s billable time against each client’s rate — and they carry status through draft, sent and paid. Card processing isn’t in the product, so an invoice is a record and a document rather than a checkout page.
Thirty minutes, your real client list, and an honest answer about which of those subscriptions this replaces today — and which ones it doesn’t yet.
No card, no checkout form. Plans are set up with you.