Streamline client relationships, automate billing, organize projects — everything unified in one branded platform.

Agencies juggle client communications, billing, project management, and CRM across multiple disconnected tools. AgencyPro unifies these workflows into one branded platform purpose-built for agency operations.
Give clients a branded portal to track progress, communicate, and access project files.
Automate invoicing and collect payments via Stripe and PayPal from within the platform.
Organize projects, tasks, and deliverables in one place with your team.
Keep client relationships organized with built-in CRM and messaging.
Operational pitfalls we see in products shaped like this. Worth planning for up front.
Moving an existing portal to a new branded domain invalidates saved links in client email threads. Tell clients before the cut-over and 301-redirect the old URL for at least 30 days.
Letting clients choose between Stripe and PayPal means two different payout cadences and fee structures hit your books. Standardize on one or book the other to a separate revenue account.
Zapier webhooks retry on transient 5xx failures, which can duplicate downstream Slack messages or CRM deals. Use idempotency keys or filter on unique IDs in the receiving system.
AgencyPro is built with a modern, production-proven technology stack chosen for performance, scalability, and developer productivity.
Need something similar? We offer these services to help you build your own product.
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Learn moreHonest side-by-side on who each alternative actually fits, with real pricing and the biggest trade-off.
| Alternative | Best For | Pricing | Biggest Gotcha |
|---|---|---|---|
| SuiteDash | Agencies wanting a deeply configurable white-label portal with built-in CRM and LMS | Start $19/mo; Thrive $49/mo; Pinnacle $99/mo (all flat-rate, unlimited users) | The UI carries a steep learning curve — expect 2–4 weeks of configuration before the portal feels polished. Mobile experience lags the desktop. |
| Copilot (formerly Portal) | Modern agencies wanting a Stripe-native portal with clean UX and app-store extensibility | Starter $39/mo + 5% payment fee; Professional $89/mo; Advanced $139/mo; Supersonic $299/mo | The 5% Stripe surcharge on Starter eats margin fast on recurring retainers. Feature depth (CRM, forms, automations) sits behind the $89+ tiers. |
| Trello + Slack Connect + Stripe + FreshBooks | Agencies under 5 clients that do not need a branded login and can stitch best-of-breed tools | Trello free/$5, Slack Connect free, Stripe 2.9% + 30¢, FreshBooks $19–$60/mo — roughly $25–$80/mo total | Clients log into 3–4 different surfaces (Trello, Slack, Stripe receipts, FreshBooks invoices). Looks unprofessional past ~5 clients; brand inconsistency erodes premium positioning. |
| Custom portal on Next.js + Supabase + Stripe | Agencies with spare dev capacity who want every interaction to match their brand | ~200–400 eng hours for v1 ($20k–$40k at $100/hr) plus ~$100/mo hosting and $50/mo observability | Forever-own auth, permissions, messaging, file storage, and audit logs. Break-even vs AgencyPro usually lands past 4+ years of use. |
For a 1–3 client agency, a Slack Connect channel plus FreshBooks and a shared Drive runs under $80/mo and gets the job done. AgencyPro starts paying off once you juggle 5+ retainers: a $49/mo plan displaces roughly $120–$200/mo of Trello + FreshBooks + Zapier + Slack plus ~4 hours/month of cross-tool copy-paste (~$360/mo at $90/hr loaded). At 10+ clients the branded portal also protects price — agencies report an average 5–10% billable-rate lift from a white-label client experience, so a $90k/yr retainer book gains $4,500–$9,000/yr in positioning leverage. A custom build only breaks even past ~4 years of continuous AgencyPro use (assuming zero dev maintenance drag, which is unrealistic).
Streamline client relationships, automate billing, organize projects — everything unified in one branded platform.
Agencies juggle client communications, billing, project management, and CRM across multiple disconnected tools. AgencyPro unifies these workflows into one branded platform purpose-built for agency operations.
AgencyPro is built with Next.js, TypeScript, Stripe, PayPal, Zapier.
AgencyPro was built and is operated by ZTABS, a custom software development company. Learn more at https://ztabs.co/products/agencypro.
Yes — we bring the same engineering and product thinking to every client project. Contact us at ztabs.co/contact for a free consultation.
We bring the same engineering excellence and product thinking that went into AgencyPro to every client project. Let's discuss your idea.