Tickets, projects, content approvals, contracts, SEO, reviews, uptime and invoicing — one platform under your name, with a branded portal per client showing only what you switch on.
Two numbers: agent seats and client seats · every feature on every account
What it replaces
Priced for a five-person agency serving twenty clients. Every figure is the vendor's own published list price — all linked, 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 |
| WordPress maintenance ManageWP — security check + vulnerability protection | $3 / site | $60 |
| Time tracking & invoicing Harvest Teams | $9 / seat | $45 |
| Eight vendors, eight renewals | $1,433 | |
| AgencyDash 5 agent seats + 20 client seats, everything switched on | $40 + $15 / seat | $500 |
saved at this size. We charge per seat too — the difference is the rate, and that nothing here is gated behind a higher plan or metered per envelope.
Assumes five team members, twenty clients on twenty WordPress sites, 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, ManageWP. 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
Win the account, set it up, do the work, show the work, get paid.
A proposal goes out from your template and comes back signed and sealed. The other side never needs an account — the link plus an emailed code is the credential.
A guided pass collects what you need to do the work, and the brand you will do it under.
The delivery surface your team lives in, with everything against the client it belongs to.
Their portal, on your subdomain, carrying your logo — and only the parts you switch on.
Time logged against real work becomes an invoice built from hours already recorded.
What you get
There are no feature tiers. What you switch on is decided per client, not per plan.
Support and change requests with priorities, assignment, due targets and per-agency reference numbers that start at #1.
Boards with your own columns, task assignment, comments and attachments, and repeating work that regenerates on a cycle.
Blog, social, email and web copy through an internal chain first, then the client — with the two kept separate on purpose.
Templates with fill-in fields, amendments, expiry, and a signature bound to a hash-chained ledger. No envelope counting.
Keyword rankings by device and location, site crawls with page-level issues, crawl-to-crawl diffs, and AI recommendations you can turn into tickets.
Review monitoring with responses drafted and sent from the same place you read them.
Every client site checked on a five-minute cycle, with incident history and the sites you have on file but are not yet watching.
A plugin on each WordPress site reports what it is running, what is out of date and what looks wrong — failed logins, debug left on, an admin account nobody opened a ticket for. Findings become tickets on their own, one per site per kind of problem.
Expiry, nameservers, mail records and certificates, watched from the outside with nothing installed. Plus a lookup that answers “who runs this domain, and can we take it over” about a business that is not a client yet.
Time against tickets and tasks, billable rates per client, utilisation against capacity, and invoices generated from hours already logged.
Your subdomain, logo and accent colour across the portal, the sign-in page, outbound email and the contract signing page.
Custom roles, mandatory two-step verification, and an audit log of every account action that you can read and export.
E-signature
Most tools store a PDF and a timestamp. Every event on an agreement here — sent, opened, code verified, signed — is written into a hash chain, so altering any one of them breaks every link after it.
The signer proves the mailbox with a one-time code, and you can add an access code shared out of band. Both are recorded against the signature.
Each event carries the hash of the one before it. The chain is re-verified whenever the agreement is opened, and it says so on the page.
The executed PDF and its full event history export whole — including to the counterparty, automatically, if you ever close the account.
Search
Rankings by device and location, crawls that name the page and the problem, and a diff between runs so you can see what your work actually changed.
Keywords bind to a client location, so a check runs against the place that matters rather than the country. Desktop and mobile are tracked apart.
Crawl to crawl: pages that started erroring, pages that stopped, new and missing URLs, and the biggest score moves first.
Recommendations come out of the crawl and the rankings, and turn into a ticket somebody owns rather than a PDF nobody opens.
Trust
You're the one in the room when these come up.
Two-step verification on every account, not a setting an administrator can quietly leave off. Never behind a password alone.
Every account action is logged, and the log is yours to read and export. "Nobody told me" has an answer with a timestamp on it.
Only when you ask, only read-only, only for thirty minutes, only with a written reason — and it lands 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.
Pricing
You subscribe to the platform and choose how many agent seats and client seats you need. Every feature is on every account — nothing is held back for a higher plan.
Anyone on your team who signs in.
$40/month
Per person, billed monthly
Book a demoThe whole stack, at the size most agencies start.
$500/month
$200 in agent seats + $300 in client seats
Book a demoEach client you serve on the platform.
$15/month
Per client, billed monthly
Book a demoRank checks and site crawls are bought from a data provider per call and per page, so there are per-client allowances on keywords, crawls, uptime monitors and AI runs. You can see each client's usage against them long before anyone is refused, and they can be raised for your account. Everything else — team, tickets, projects, content, contracts, signatures, invoices — is uncapped.
Accounts 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.
You add a seat and the bill moves by that seat's price — $40 for a teammate, $15 for a client. Nothing else changes, because there is nothing else to move up to. You can see how many seats are in use, and how many are left, on your own settings page.
No. There are no tiers, so every account has every module. What a given client sees is your decision, made client by client — not something you buy your way into.
Yes — no envelope count and no per-signer fee. Signing is part of the platform rather than a second subscription, which is most of why the comparison above looks the way it does.
Social scheduling, traffic analytics, call and form lead tracking, an in-portal AI assistant and automated monthly reports are on the roadmap, not in the product. If one of those is why you would switch, it is worth saying so on the call rather than finding out in month three.
A full export of your agency on request. Contracts come out with their complete event ledger and invoices with their line items, rather than as summaries.
No. Your clients never see a bill from us, or our name. Their portal is yours, and the relationship is between you and them.
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.