Business management software

Business management software for freelancers & agencies

The operating system for your freelance business. Clients, projects, invoices, payments, team, and a white-label client portal — everything you need to run and grow, in one place.

  • No credit card to start
  • Cancel anytime
  • Export your data anytime

What is business management software?

Business management software brings the core operations of a business — clients, projects, sales, finances, and team — into one connected system, instead of spreading them across spreadsheets, chat apps, and half a dozen point tools. For a freelancer or small agency, it’s the difference between running your business and just reacting to it.

AgencyTrack is all-in-one business management software for Indian freelancers and agencies. It covers the whole operation: a CRM pipeline to win work, client and project management to deliver it, GST-ready invoicing and payment tracking to get paid, a white-label client portal to look professional, and team management to scale — with a live profit view tying the money together.

Because it’s one system rather than many, the pieces talk to each other automatically. A won lead becomes a client, a client’s project produces an invoice, an invoice becomes a payment, and a completed project collects a verified review — all without exporting, importing, or re-typing anything.

One system to run the whole business

Stop paying for and switching between five different tools.

Everything connected

Leads, clients, projects, invoices, and payments flow into each other — no exporting or double entry.

See your real profit

Track income and expenses per project and client, with net profit, dues, and revenue on one dashboard.

Grow from solo to agency

Add team members with role-based access, assign work, and track payments as your business scales.

Look bigger than you are

A branded client portal and verified reviews make a one-person studio feel like an established agency.

Everything your business runs on

The full operating system, from first lead to repeat client.

CRM & leads

A sales pipeline to turn conversations into clients.

Clients & projects

Profiles, project boards, files, and history in one place.

Invoices & quotes

GST-ready invoices, quotations, and PDF export.

Payments & expenses

Track dues and costs, with a live profitability view.

Client portal

A white-label login for clients to view work and pay.

Team management

Role-based access, task assignment, and payouts.

A stack of tools vs one business platform

Consolidate the tabs into a single workspace.

The old way
With AgencyTrack
Sheets for clients, an app for invoices, chat for updates
Clients, projects, invoices, and payments in one system
Team access managed by sharing passwords
Proper role-based access for every team member
Clients with no professional way to see their work
A branded portal where clients self-serve everything
Payments and expenses reconciled by hand
Live profit, dues, and revenue tracked automatically
Monthly bills for five different subscriptions
One affordable plan instead of five subscriptions
Security & privacy

Your data is 100% private.

Row-level isolation, encrypted tokens, and zero data-sharing — even we can’t read it. See how we protect it →

Row-level securityAES-256 encryptionNo data sharing, everMagic-link client authExport anytimeEncrypted in transit

Business management software FAQs

Yes. AgencyTrack offers free business management software on its Free plan — free forever, no credit card. It covers clients, projects, the CRM pipeline, invoicing, meetings, and basic analytics, enough to run a solo freelance business. Paid plans (Pro from a launch price of ₹99/month) lift the limits and add the client portal and team management.

With AgencyTrack, you record client payments against their invoices and log project expenses as you go. The dashboard then shows total paid, outstanding dues, expenses, and net profit automatically — so you always know what you’ve earned and who still owes you, without a spreadsheet.

The best team management software for a small agency ties your team to the actual client work. AgencyTrack lets you add team members with role-based access (owner, admin, team), assign them to projects and tasks, and track what you owe each one — built into the same workspace that holds your clients and invoices.

Client portal software gives your clients a secure login to view their projects, download invoices, access files, and sign documents. AgencyTrack includes a white-label client portal (on Pro and Ultra) branded with your name and logo, so clients get a premium self-serve experience — not a AgencyTrack-branded one.

Free plan — no credit card

Run your whole business in one place

Create your free account and bring clients, projects, invoices, and your team together today.