From signup to paid in four simple steps
AgencyTrack is designed so you can start today, with no onboarding calls and no learning curve. Here’s the whole flow.
Four steps, start to paid
No manuals, no setup calls. Each step takes minutes — and everything you add flows straight into the next.
Add your clients
Create a profile for each client in seconds — contact details, company, notes, and status. This becomes the home for everything you do together.
Run your projects
Spin up projects, set budgets and deadlines, assign your team, and move work across a clean Kanban board. Everyone knows what to do and when.
Invoice your work
Turn completed work into a professional, GST-ready invoice with line items and tax. Download a branded PDF and send it to your client in one click.
Get paid & track revenue
Record payments, see what’s outstanding, and watch your revenue analytics update live. Pay your team and keep your profit clear.
What you can do right after you sign up
A quick head start — knock these out in one sitting and your workspace is already working for you.
- 0:30
Add your first client
Drop in a name and email — their profile is ready in seconds.
- 1:30
Create a project
Set a budget and a deadline, then start moving tasks on the board.
- 3:30
Send an invoice
Add line items, apply GST, and export a branded PDF in one click.
- 5:00
Invite a teammate
Bring a designer or developer in and assign them to the work.
Start running your business the calm way
Create your free account and set up your first client in minutes. No credit card required.