agencydo

Agencydo is a cloud-based platform designed to streamline operations for marketing and creative agencies. It combines project management with client collaboration, time tracking, invoicing, and workflow automation to support multi-project workstreams. The system emphasizes agency-specific templates and automations to standardize common processes such as onboarding, approvals, and client reporting.

Core features include task boards and milestones, assignment and workload views, document sharing, and approval workflows. The platform provides time tracking, expense logging, and invoice generation, with customizable billing rates and client-facing invoices. Security and access controls include role-based permissions, data encryption, and integration with identity providers via OAuth 2.0.

Agencydo runs as a software-as-a-service accessible through web and mobile apps. It integrates with widely used tools such as Slack, Google Workspace, QuickBooks, Stripe, and Zapier, and offers an API for custom integrations and automation. The product also offers a dedicated client portal to give external stakeholders controlled access to project status and documents.

The solution targets small to mid-sized marketing and creative agencies, as well as freelancers managing distributed teams. It is positioned as an agency-focused alternative to general-purpose project management platforms, with emphasis on client collaboration and standardized workflows.

Reception in the market has noted its niche suitability for client-facing work and templated processes, while critiques commonly address pricing, onboarding complexity, and the learning curve associated with configuring agency-specific templates.