Everything your agency runs on, in one platform

Features and Capabilities

Agency branding settings with logo, brand color, and a live preview of the agency's client portal

Your clients see your agency, not ours. Upload your logo and pick your brand color, and AgencyMadeEasy applies them across your client portal, emails, and reports. To your clients, it's simply your agency's platform.

Make it your brand.

Client onboarding checklist showing completed and remaining steps for a new client.

Every new client follows the same checklist: agreement signed, prebill approved, funding received, folders created, portal invitation sent, reporting connected. Your team sees exactly what's done and what's next, so nothing slips between departments.

Onboard clients without missing a step.

Creative department workspace with work orders organized by status

Build your department workspaces.

Creative, paid media, SEO, and every other team gets its own workspace with its own work orders, team, and files. Work moves from new to client review to done, and managers see their whole department's load at a glance.

Monthly prebill showing paid media programs with gross, commission, fee, and net amounts, plus funding status.

Prebills, funding, and billing in one place.

Build each client's monthly prebill with media budgets, commission, and fees calculated for you. Then track it from client acceptance to funds received to launch, so account and billing teams always work from the same numbers.

Integrations page showing connected Google Drive, Google Analytics, Google Ads, Meta Ads, QuickBooks Online, and Google Calendar."

Connect the tools you already use.

Connect Google Drive, Google Analytics, Google Ads, Meta Ads, QuickBooks Online, and Google Calendar. Connect once for the whole agency, then map each client's accounts. AgencyMadeEasy never changes your ads or your books, and in Google Drive it only creates and organizes your client folders.

Client Reporting page showing online reservations, cost per reservation and website visits

Client reporting that tells the story.

Pull results from Google Analytics, Google Ads, and Meta Ads into one report, then explain them in plain English: what happened, what it means, what you recommend, and what you'll watch next. Review it internally, then release it to your client when it's ready.

Paid media dashboard showing each client's net budget, funding status, live spend, and pacing

Keep paid media on pace.

See every client's media budget, what's waiting on funding, what's ready to launch, and what's already been spent, with live spend pulled from your clients' Meta ad accounts. Pacing shows at a glance which clients are ahead of or behind where spend should be today.

Client portal with a message thread, items waiting for approval, and recent files.

Give clients their own portal.

Clients get one branded place to message your team, approve work, share files, and read their reports. No more lost email threads or "which version is final?"