Everything Your Agency Needs. Nothing It Doesn't.
AgencySync consolidates your entire operation into a single, AI-augmented platform — purpose-built for agencies managing multiple clients at scale.
AI Governor
A decision-support engine embedded into your agency's daily workflow. The AI Governor doesn't just automate — it monitors, warns, and recommends, functioning as a silent operations partner that never sleeps.
- Client Health Scoring — Automatic sentiment analysis of your last 20 messages with each client. Surfaces at-risk relationships (Red/Yellow/Green) before they churn.
- Scope Creep Detection — Cross-references active chat requests against paid invoice line items. Alerts you when a client asks for deliverables outside the agreed scope.
- Smart Proposal Generation — Reads your entire conversation history with a client and extracts billable deliverables with suggested pricing.
- Invoice Line Extraction — Scans chat threads and generates structured invoice line items (description, quantity, rate) — ready to send.
- Inline Text AI — Fix grammar, change tone (formal/casual/human), draft replies, expand or shorten text — all from within the message composer.
- Custom AI Commands — Define your own triggers (e.g.,
?newsletter) with custom prompts. The AI executes your command with the selected text as input. - BYOK Architecture — Bring Your Own Key. Connect your agency's own API key from OpenAI, Anthropic, Google Gemini, or OpenRouter. Your data, your provider, your cost control.
- Background Task Queue — Heavy AI tasks run asynchronously via a priority-based queue with exponential backoff on rate limits. No UI blocking.
Preview mockup only. The actual portal interface may differ from what is shown here.
Smart Invoicing & Payment Collection
Stop chasing payments. AgencySync turns invoicing from a monthly chore into a zero-friction revenue engine — GST-compliant, multi-method payments, and fully auditable from a single screen.
- One-Click Invoice Builder — Add line items, set due dates, attach notes, and generate a professional invoice in seconds. Auto-numbered (INV-XXXXXXXX).
- UPI ID, Account Details & UPI QR — Based on your setup, clients see your UPI ID, bank account details, and UPI QR code directly on every invoice you generate — ready for instant payment.
- Multi-Method Flexibility — Offer multiple payment options on the same invoice simultaneously. Let clients choose their preferred method — or enable all of them at once.
- Razorpay Payment Links Coming Soon — Embed Razorpay payment links on invoices. Clients will be able to pay instantly via UPI, cards, or net banking through Razorpay's checkout.
- GST-Compliant — Store your agency's GST number and your client's GST number. Line items support quantity, rate, and tax calculations.
- Status Tracking — Every invoice moves through clear states: Draft → Sent → Paid / Overdue / Cancelled. Filter, sort, and act on each.
- Client-Side Invoice View — Clients see their invoices in their own portal with payment status, amount, and a direct pay button.
- PDF Export — Generate clean, branded invoice PDFs for download or email attachment.
Preview mockup only. The actual portal interface may differ from what is shown here.
Native Analytics
Your agency's vital signs — revenue, client acquisition, retention, and project profitability — presented in dashboards designed for action, not decoration.
- Revenue Dashboard — Track monthly and cumulative revenue, outstanding amounts, and collection rates at a glance.
- Client Health Overview — Aggregated sentiment scores across your entire client portfolio. Spot trends before they become emergencies.
- Invoice Pipeline — Visualize draft, sent, paid, and overdue invoices. Understand cash flow bottlenecks instantly.
- Activity Feed — Real-time log of agency operations — messages sent, invoices created, clients added, payments received.
Preview mockup only. The actual portal interface may differ from what is shown here.
Branded Client Portal
Each agency on AgencySync gets its own isolated, branded environment. Your clients log in to your portal — not a generic SaaS dashboard — with your colors, your logo, and your domain.
- White-Label Branding — Upload your logo, set your primary brand color, and configure light/dark mode. The entire portal reflects your identity.
- Client SSO Login — Clients get dedicated login credentials. No shared accounts, no confusion. Each client sees only their data.
- Data Isolation — Row-level security at the database layer ensures absolute data separation between agencies and between clients.
- Client Dashboard — Clients see their invoices, chat history, shared reports, and payment status — all in one place.
Preview mockup only. The actual portal interface may differ from what is shown here.
Real-Time Client Messaging
No more scattered email threads and lost context. AgencySync's built-in chat gives your team and your clients a single, persistent channel with full message history and read receipts.
- Instant Messaging — Real-time message delivery powered by Supabase Realtime. No polling, no refresh needed.
- Read Receipts — Know exactly when a client has seen your message. No more "did you get my update?" follow-ups.
- AI-Assisted Composition — Draft, refine, and tone-shift your messages using the integrated AI tools before hitting send.
- Full History — Every message is permanently stored and searchable. Context is never lost, even when team members change.
Preview mockup only. The actual portal interface may differ from what is shown here.
Integrated Webmail
Access your agency's email directly inside AgencySync — no tab-switching, no separate clients. Connect any IMAP/SMTP email account and manage correspondence from within the platform.
- Any Email Provider — Connect Gmail, Outlook, Zoho, or any IMAP/SMTP-compatible email server.
- Seamless SSO — One-click access from the CRM sidebar. No separate login required.
- Zero Data Storage — Emails stay on your mail server. AgencySync accesses them in real-time but never copies or stores them locally.
- Encrypted Credentials — Your email password is encrypted with AES-256-CBC before storage. Decrypted only at the moment of authentication.
Preview mockup only. The actual portal interface may differ from what is shown here.
Client Management
A structured, complete view of every client relationship — contact details, communication history, financial standing, and AI-generated health scores — in a single, actionable record.
- Client Directory — Name, email, phone, GST number, active status, and portal credentials — organized per agency.
- Health Scores — AI-generated satisfaction indicators (Green/Yellow/Red) based on recent conversation sentiment.
- Client Reports — Upload and share deliverable reports with clients. Control visibility with granular toggles (show results, show CSV).
- Portal Access Management — Grant and revoke client portal access. Each client gets isolated login credentials.
Preview mockup only. The actual portal interface may differ from what is shown here.
Team Management & Roles
Agencies aren't solo operations. AgencySync supports multi-member teams with role-based access, so the right people see the right data — and nothing more.
- Role Hierarchy — Owner, Admin, and Member roles with increasing restrictions. Owners control billing and team composition.
- Member Invitations — Add team members by email. They inherit access to the agency's clients, invoices, and chat — scoped by their role.
- Audit Trail — Every action is timestamped and associated with a user. Know who did what and when.
Preview mockup only. The actual portal interface may differ from what is shown here.
AgencySync Exchange
The Exchange is AgencySync's built-in B2B marketplace where agencies list and sell their services to enterprise buyers — complete with portfolio showcases and seamless checkout.
- Service Listings — Publish your services with name, description, pricing, a live portfolio link, and a downloadable PDF portfolio.
- Instant Checkout Coming Soon — Buyers will be able to add services to a cart and pay via Razorpay (UPI, cards, net banking). Orders recorded and verified server-side.
- Opt-Out Control — Agencies can exclude themselves from the Exchange entirely via a single toggle. Your choice, always.
- Public Visibility — Listings are publicly visible on the AgencySync website. No login required for buyers to browse or purchase.
Preview mockup only. The actual portal interface may differ from what is shown here.
Dedicated Admin Support Channel
Every agency on AgencySync has direct access to the PBTS support team through a built-in admin chat channel — no tickets, no waiting in queues.
- Direct Admin Chat — Real-time messaging between your agency and the PBTS support team. No third-party ticketing system.
- Priority Resolution — Issues surfaced through the admin channel are triaged and resolved with direct engineering access.
Preview mockup only. The actual portal interface may differ from what is shown here.
Subscription Plans & Add-Ons
Transparent, tiered pricing designed to scale with your agency. Start with a free trial, upgrade when you're ready, and add capabilities as your team grows.
- Tiered Plans — Pro (10 clients), Pro+ (50 clients), and Ultra (unlimited, custom pricing). Monthly or annual billing with a 15% annual discount.
- Add-Ons — Purchase extra staff seats, advanced AI capabilities, or expanded client slots independently of your plan.
- Free Trial — Full platform access with no credit card required. Upgrade when your trial expires — no data loss.
- Launch Pricing — Early adopters receive a 50% launch discount, applied automatically during the onboarding window.
Automated Payment Reminders
Eliminate manual follow-ups. Configure intelligent reminder schedules for overdue invoices — escalating from gentle nudges to firm notices — sent automatically via email.
- Configurable Schedules — Set reminder intervals (3 days, 7 days, 14 days) with customizable email templates per stage.
- Escalation Logic — Reminders escalate in tone and frequency as invoices age past their due date.
- Pause & Override — Manually pause reminders for specific invoices when you're in active negotiation.
Advanced Reporting & CSV Export
Go beyond dashboards. Generate structured reports — revenue summaries, client retention cohorts, team utilization — and export them as CSV or PDF for board meetings and compliance.
- Custom Date Ranges — Generate reports for any period: weekly, monthly, quarterly, or custom.
- Multi-Format Export — Download as CSV for spreadsheet analysis or as branded PDF for stakeholder presentations.
- Scheduled Reports — Receive automated weekly or monthly report digests via email.
Custom Domain & Enterprise SSO
Run AgencySync on your own domain. Your clients access the portal at app.youragency.com, and your team authenticates via your existing identity provider.
- Custom Domain Mapping — Point your subdomain to AgencySync. Fully white-labeled with your branding.
- SAML/OAuth SSO — Connect Google Workspace, Okta, or any SAML 2.0 identity provider for team authentication.
- SSL Provisioning — Automatic HTTPS certificate management for your custom domain.
Workflow Automations
Define trigger-action workflows that eliminate repetitive manual steps — from auto-assigning new clients to team members, to sending welcome emails, to flagging stale conversations.
- Event Triggers — Fire automations on client creation, invoice payment, message received, health score change, and more.
- Action Library — Send email, create invoice, assign team member, update client status, post to Slack/webhook.
- Conditional Logic — Branch workflows based on client tier, invoice amount, message content, or custom fields.
REST API & Webhooks
Build integrations, power custom dashboards, and connect AgencySync to your existing stack. Full REST API access with webhook event subscriptions for real-time external notifications.
- Full REST API — Programmatic access to clients, invoices, messages, and analytics with API key authentication.
- Webhook Events — Subscribe to events (invoice.paid, client.created, message.received) and receive real-time HTTPS callbacks.
- Rate-Limited & Scoped — API keys are scoped per agency with configurable rate limits to prevent abuse.
Your Agency Deserves Better Infrastructure.
AgencySync is in closed early access. Request an invitation and we'll reach out within 48 hours.
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