One app to run your whole freelance business
Stop stitching together six different tools. AgencyTrack handles leads, clients, proposals, projects, invoices, your client portal, team, and analytics — and looks good doing it.
Turn conversations into paying clients
From the first cold lead to a signed proposal — capture, qualify, and close without a single deal slipping through the cracks.
A Kanban sales pipeline to track leads before they become clients.
Stop losing deals in your inbox. See exactly where every prospect stands and turn more conversations into paying clients.
- Capture every lead in a visual pipeline with custom, drag-and-drop columns.
- Move prospects from first contact to won across the stages you define.
- Convert a won lead into a full client in one click — no re-typing details.
Every client, every detail, one organized profile.
No more digging through WhatsApp, email, and spreadsheets to remember what a client owes or what you promised. It’s all in one place.
- Add clients in seconds with contact details, company, and notes.
- See each client’s full history — projects, invoices, payments, and meetings — on one screen.
- Track client status (active, lead, on-hold) so you always know where things stand.
Quotations
Generate and send quotes before a project begins.
- Draft itemized quotations with rates, quantities, and tax in ₹.
- Send a clean, branded quote for your client to review and approve.
- Turn an approved quote into a project or invoice without re-entering anything.
Give clients a clear price up front and set the right expectations before a single hour of work begins.
Proposals & E-Signatures
Send professional proposals your clients sign digitally.
- Build polished proposals with your scope, pricing, and terms.
- Deliver them to clients through their branded portal.
- Clients review and sign digitally — no printing, scanning, or back-and-forth.
Close work faster with proposals that look the part and get signed in minutes, right inside AgencyTrack.
Intake Forms
Custom onboarding forms with public, tokenized links.
- Build custom intake forms for onboarding new clients or projects.
- Share a secure, tokenized public link — no login required to fill it in.
- Responses flow straight back into the client’s record.
Collect everything you need to start a project up front, without chasing clients over email for details.
Run every project like clockwork
Boards, budgets, portals, and meetings that keep the actual work — and your clients — moving on time.
Kanban boards, deadlines, and budgets for every project.
You always know which projects are on track, which are slipping, and how much budget is left — without a single status meeting.
- Spin up a project, link it to a client, and set a budget and deadline.
- Move work across a clean Kanban board — from To-do to In progress to Done.
- Assign team members to projects and track tasks against the budget.
White-Label Client Portal
A branded login where clients see everything in one place.
- Give each client their own branded portal login.
- They view project progress, download invoices, and sign documents themselves.
- Everything stays under your brand — not ours.
Look like the agency you’re becoming. Clients get a premium, self-serve experience that builds trust and cuts down status emails.
Learn moreGoogle Calendar & Meet
Sync meetings with Google Calendar and auto-create Meet links.
- Connect your Google Calendar so meetings stay in sync both ways.
- Auto-generate a Google Meet link for every scheduled call.
- Get push reminders before each meeting so you’re never late.
Schedule once and let AgencyTrack handle the calendar invite, the video link, and the reminder — no tab-switching.
Meetings & Reminders
Never miss a client call again.
- Schedule client meetings and attach them to the right client or project.
- Get automatic browser push reminders before each meeting.
- Keep a running history of every conversation alongside the client.
Show up prepared and on time, every time — the small thing that makes clients trust you with bigger work.
Get paid faster and see the whole picture
GST-ready invoices in a minute, verified reviews that build your reputation, and live analytics that turn your day-to-day work into decisions.
Professional, GST-ready invoices in under a minute.
Get paid faster with invoices that look like they came from an agency twice your size — no Word templates, no manual math.
- Build invoices with line items, quantities, rates, and tax.
- Amounts are in ₹ by default, with your business and GST details on every invoice.
- Download a clean, branded PDF and send it to your client in one click.
Turn completed projects into credible, verified reviews.
Build the social proof that wins bigger clients — automatically and credibly, without ever having to ask for a favour.
- Mark a project “completed” and your client is automatically invited to review it inside the portal they already use — no links to chase.
- Each review is 1–5 stars tied to a real client on a real project, and you can’t edit or delete them — that’s what makes them verified.
- Get a public review page at your own agency slug plus a copy-paste embeddable badge for your website — free on every plan.
Revenue Analytics
See your money clearly — revenue, expenses, and profit.
- Your dashboard rolls up monthly revenue, outstanding invoices, and expenses automatically.
- Spot your best months and your most valuable clients at a glance.
- No spreadsheets, no formulas — the numbers update as you work.
Make confident decisions about pricing, hiring, and which clients to keep — backed by real numbers, not gut feel.
Grow from solo into an agency
Bring on developers and designers, hand off work, and stay on top of who you’ve paid.
Team Management
Add your developers and designers, assign work, track payments.
Scale from solo freelancer to a small agency without losing control of who’s doing what and who you’ve paid.
- Invite team members by email — they get their own secure login.
- Assign them to specific projects and tasks so everyone knows what to do.
- Track what you owe each team member and record payments as you go.
Ready to bring it all together?
Create your free account and start running your freelance business the calm way.