Agencly

Agencly is an all-in-one workspace built for freelancers and agencies that want to ditch the five-tool juggle. It replaces Trello, HoneyBook, Bonsai, and separate invoicing apps with a single platform where you manage clients, projects, teams, and payments. The idea is simple: stop switching between a project board, a CRM, an invoicing tool, a contract signer, and a time tracker — Agencly does all of it in one place.

The platform is modular, so you turn on only the features your agency needs. There are nine modules: spreadsheets (flexible grids for planning and tracking), invoicing (send invoices from work and see payment status), contracts (write, send, and sign proposals), time tracking (log billable hours per project and convert to invoices), client portals (give each client a single view of progress, files, invoices, and messages), project management (boards and lists for client work), team and roles (invite members with permissions), calendar (see deliverables, deadlines, and calls), and MCP (Model Context Protocol) for connecting AI agents like Claude, ChatGPT, and Cursor to your workspace. The workflow flows naturally: a lead comes in, you send a proposal, it turns into a project, you track time, send an invoice, and the client sees everything in their portal.

Agencly is best for solo freelancers, small creative agencies, and consultants who want to keep client work organized without paying for multiple tools. It handles the full client lifecycle — from first inquiry to paid invoice — and includes role-based access control, encryption, audit logs, and automated backups. If you're tired of stitching together separate apps and want one workspace where your data lives in one place, Agencly is worth a look.