Run your entire agency from one intelligent platform

Plan campaigns, manage clients, track performance, and automate reports — without juggling multiple tools.

Trusted by 1,000+ agencies

Dashboard

Total Brands

12

Active Projects

8

Tasks In Progress

24

Team Members

6

Recent Tasks

Homepage redesign wireframesAK
Instagram carousel — Q1 campaignSM
Blog post: AI in marketingJD
Brand guidelines PDF updateLR
Twitter thread — product launchAK

Activity

JanMarJunSepDec
9 AI Agents
9 Social Platforms
10-Stage Workflow
120+ Task Templates
Live Video & Transcription
Email & Calendar Sync
Client Portal
Advanced Analytics

Campaign Overview

March 2026

Active Campaigns

12

Tasks This Week

34

Content Published

89

To Do3
Brand guidelines update
Q2 content calendar
Social media audit
In Progress2
Homepage redesign copy
Instagram campaign assets
Done3
Email newsletter draft
Client presentation
Blog post review
  • Track campaign progress in real-time
  • Manage team tasks across brands
  • Monitor deliverables and deadlines

Running an agency shouldn't feel chaotic

Too many disconnected tools

Switching between 5+ apps wastes hours every week.

Manual reporting is painful

Copying data into spreadsheets for every client review.

Client communication scattered

Feedback lost across emails, Slack, and meetings.

No clear performance insights

Making decisions without real-time campaign data.

AnalyticsSlackEmailAds ManagerSpreadsheetsCalendarFigma

One platform. Every capability.

Replace your tool stack with a unified workspace designed for agencies.

Manage campaigns

Plan, schedule, and execute campaigns in a unified workspace. Assign tasks, set deadlines, and track progress across every brand.

Spring Campaign 2026

Acme Corp

On Track
Progress68%
A
B
C
D
In ReviewDraftingApproved

Collaborate with clients

Give clients real-time visibility into their projects. Content approvals, feedback, and status updates — all in a branded portal.

Client Portal
Instagram carousel - Product launchPending
Blog post - SEO strategy guideApproved
LinkedIn article - Q1 resultsRevision

Client Feedback

"Love the visuals! Can we adjust the headline copy?"

Track performance

Monitor campaign ROI, content performance, and team productivity with AI-powered analytics and automated reports.

ROI

340%

Engagement

18.2%

Content Score

92/100

Efficiency

+24%

M
T
W
T
F
S
S

From idea to impact

A streamlined 6-step workflow that takes your content from concept to published results.

IdeaBrainstorm and plan
PlanSchedule and assign
CreateDraft and design
ApproveReview and approve
PublishGo live on platforms
AnalyzeMeasure and optimize

Everything Your Agency Needs

One platform to manage brands, create content, run projects, and leverage AI — all in one place.

Brand Management

  • Multi-brand workspace
  • Brand profiles & guidelines
  • Color palettes & typography
  • Logo & asset management
  • Brand strategy & content pillars
  • Brand contacts & client access control

Content Operations

  • Visual content calendar
  • 10-stage workflow pipeline
  • Multi-platform drafting (9 platforms)
  • Version history & comparisons
  • Rich text editor with media
  • Publishing queue with scheduling

Web Projects

  • Web build / redesign / enhance modes
  • Gantt chart timeline
  • Deliverables tracking
  • Milestone management
  • Phase-based workflow (12 phases)

AI Agents Suite

  • Ad copy generator (Meta, Google, LinkedIn, TikTok)
  • CTA suggestions & high-converting variations
  • SEO research & keyword analysis
  • Competitor analysis & positioning
  • AI performance reports
  • Brand strategy manager
  • Brief extraction from meeting transcripts
  • Meeting summarizer & content drafter
  • Transcript chat — ask questions about any meeting

Knowledge Base & RAG

  • 5 structured form types: Persona, Strategy, Competitor, Campaign & SOP
  • AI auto-fill — extract structured data from PDFs, URLs, or pasted text
  • Import from CSV (auto-mapped) or HubSpot CRM
  • Upload files, paste text, or import from URL
  • RAG-powered context for all AI agents with semantic search
  • Version history with diff preview & one-click restore
  • Real-time collaborative editing with presence & field locks
  • Public sharing with password protection & expiry dates

Task Library

  • 120+ pre-built task templates
  • 10 service types (SEO, web, content, ads…)
  • Bulk-import templates to any project
  • Phase-grouped task organization
  • AI-powered task generation from briefs

Meetings & Video

  • HD video conferencing (LiveKit)
  • AI transcription (Deepgram)
  • Automatic meeting summaries
  • Transcript chat — RAG queries on meetings
  • Guest meeting rooms (shareable links, no login)
  • Per-project session history & recordings

Email & Calendar Sync

  • Gmail & Outlook email sync per project
  • Thread viewer & compose from within projects
  • Link external email threads to projects
  • Google Calendar sync (read-only)
  • Calendar events alongside content schedule
  • Multi-account support per user

Team Collaboration

  • Role-based access (6 roles)
  • Department management with color coding
  • Task assignments & @mention comments
  • Activity feed & notifications
  • Real-time collaboration

Client Portal

  • Branded client portal
  • Content approval workflow
  • Inline feedback & comments
  • Real-time status tracking
  • Meeting participation

Analytics & Reporting

  • Task distribution charts
  • Content performance metrics
  • Team workload analysis
  • Platform-wise analytics
  • AI-powered performance reports

Notifications

  • 5-channel delivery (in-app, email, push, Slack, webhook)
  • Per-user per-event channel preferences
  • Quiet hours with timezone-aware DND
  • Daily/weekly email digests
  • In-notification actions (approve/reject)

Automation & Admin

  • Auto-assignment rules for tasks
  • API keys with rotation & usage tracking
  • Full audit log of all org actions
  • Visual annotations on designs (pin, rect, arrow)
  • Figma integration & design file sync

File & Asset Management

  • Cloud storage (Cloudflare R2)
  • Per-brand asset libraries
  • File attachments on tasks & comments
  • Drag-and-drop uploads
  • Asset tagging & search

AI that works like your best marketing analyst

Built-in AI agents that understand your brand, learn from your data, and deliver results that get better over time.

Agency Beats AI

Prompt

Extract briefs from client kickoff meeting transcript

Response

📋 Intake Extracted — 3 Service Briefs Generated 1. Website Brief — 12-page responsive site, WordPress CMS, e-commerce integration, modern minimal design 2. SEO Brief — 15 target keywords, 3 competitor URLs, local SEO for 2 locations, technical audit 3. Content Brief — Blog (2x/week), social posts (daily), brand tone: professional yet approachable Timeline: 12 weeks | Budget: $45K | Priority: Website first

Understand what drives results

Real-time dashboards, automated reports, and AI-powered insights — so you can focus on strategy, not spreadsheets.

Campaign ROI

340%

Avg. Engagement

12.4%

Conversion Rate

3.2%

Channel Performance

Content Performance Over Time

Client Portal

Keep clients informed without endless meetings

Give every client a branded portal with real-time project visibility, content approvals, and performance dashboards.

  • Branded client dashboards
  • One-click content approvals
  • Inline feedback and comments
  • Automated performance reports
  • Join meetings directly from portal
Learn more about the portal
A

Client Portal

Acme Corp

5

Pending Review

12

Approved

28

Published

Instagram Story — Summer CampaignPending
LinkedIn Post — Q1 ResultsApproved
Blog Article — Industry TrendsIn Review
Facebook Ad — Product LaunchPublished
Leave feedback...

Built-in integrations that power your workflow

Native connections to email, calendar, design, video, and payment tools — all working together out of the box.

GmailEmail sync & compose
OutlookEmail sync & compose
Google CalendarEvent sync
FigmaDesign file imports
SlackNotification delivery
LiveKitVideo conferencing
DeepgramAI transcription
StripeBilling & payments

Loved by agencies worldwide

See what marketing teams are saying about Agency Beats.

This platform replaced 5 tools for our agency. Campaign management, client approvals, and reporting — all in one place.

SK

Sarah Kim

Founder @ Growth Marketing Co.

The AI features are game-changing. We generate reports in seconds that used to take hours. Our clients love the transparency.

MR

Michael Rodriguez

Director @ Digital Spark Agency

Agency Beats' client portal eliminated 80% of our back-and-forth emails. Clients can approve content with one click.

EW

Emma Watson

Head of Operations @ Creative Lab

Simple, transparent pricing

Start free. Scale as you grow. No hidden fees.

Starter

For small teams getting started

$0
  • Up to 3 team members
  • Up to 3 brands
  • Content workflow
  • Kanban board
  • Client portal
  • AI Agents (limited)
Start Free
Most Popular

Pro

For growing agencies

$49/mo
  • Up to 10 team members
  • Up to 10 brands
  • Meeting recordings
  • Everything in Starter
  • Gantt timeline
  • Advanced analytics
  • Client portal
  • AI Agents
  • SEO research
  • Ad copy generator
Start Free Trial

Agency

For established agencies at scale

$149/mo
  • Unlimited team members
  • Unlimited brands
  • Meeting recordings
  • Everything in Pro
  • Custom workflows
  • Advanced reporting
  • White-label portal
  • Custom client dashboards
  • Multi-client management
  • Advanced AI automation
  • Custom AI workflows
  • Priority support
  • API access
Start Free Trial
14-day free trialCancel anytimeNo credit card required

Run your agency smarter.

Start managing campaigns, clients, and performance in one platform.

Free plan available. No credit card required.