Agency Maestro Appsumo: Client invoicing and management made simple for agencies of all sizes. Keeping track of client info across multiple tools is like trying to remember every Marvel movie plotline. And even if you have the information, you still need to flip back and forth between products for things like billing, client logins, and project management.
In an ideal world, your agency would have one simple and centralized platform that organizes client info, projects, billing, and more—without opening up 15 different apps. Agency Maestro was designed to provide marketing and consulting agencies with one centralized management solution to grow profitably with precision.
You’ll be able to set up your account in minutes—just add your services and enter Stripe information to charge clients by credit cards or ACH. The clear revenue dashboard makes it easy to view ongoing success with at-a-glance monthly revenue, split by monthly recurring retainers versus one-time costs or hourly billing. Agency Maestro also offers client accounts with note-taking and separate profiles, so you don’t lose track of important info when you need it.
Safely centralize client info like contracts, passwords, and reports, as well as track time for client projects. Plus, the platform allows you to add client note tracking for completed work or internal note-taking for private messages between agency members. You’ll get custom service billing with unique billing logic that you can tailor to individual clients, including one-time services, monthly retainers, or hourly billing.
Plus, Agency Maestro’s flexible payments let clients choose to pay upfront or at the end of a 30-day period via credit card, check, or PayPal. Using the seamless Stripe integration, you can also create recurring payments with white-label invoices. Agency Maestro also offers a simple task and project management system to keep you on top of client services and deliverables.
Better alignment on what you’re providing and projects that you’re billing for, you can even custom name each service—these names will show up on your white-labeled invoices. Plus, Agency Maestro gives you the option to post notes from tasks to client profiles, letting you know which services are completed and which still need to be delivered.
The only thing more chaotic than an unorganized client database is your WFH coworkers. Agency Maestro puts all your client data in one place, with integrated project management and billing tools to streamline workflows and make your life way easier.
Plans and Features
Lifetime access to Agency Maestro
All future Complete Agency Operations Plan updates
No codes, no stacking—just choose the plan that’s right for you
You must activate your license within 60 days of purchase
Ability to upgrade or downgrade between 5 license tiers
60-day money-back guarantee, no matter the reason