Features

One workspace. Your whole agency.

Everything your agency runs on, connected: the same clients, people and projects flow through your tasks, invoices and client portal, so nothing needs typing twice.

In Agenfo today

The core workspace

Every feature is included in one plan. Pick one to see how it works.

Clients Every client, the people behind them and everything your team knows, with projects and invoices a click away.
- Contacts with roles
- Notes the whole team can see
- Messages from the portal
See clients
Projects Briefs, milestones, tasks, payment schedules and files for every piece of client work, with progress your clients can follow.
- The brief, written down
- Requirements checklist
- Milestones that show progress
See projects
Tasks Everyone’s work in one list or board: assign tasks on any project, see what’s due and keep internal jobs in the same place.
- My tasks
- All tasks
- List or board
See tasks
Finance Branded invoices, card payments, recurring billing and a clear view of what you’re owed, without a separate invoicing app.
- A finance overview
- Invoices in your brand
- Pay now by card
See finance
Client portal A branded space where clients follow progress, share what you need, download files, pay invoices and message your team.
- Branded as your agency
- Progress clients can follow
- What you need from them
See client portal
Team & branding Invite your team and freelancers with the right access, and put your agency’s logo and colour on everything clients see.
- Invite by email
- Roles that fit agencies
- Your brand throughout
See team & branding

Coming later

Add-on suites

Optional extensions to the core workspace. They’re planned rather than built, and the order they arrive in hasn’t been decided yet. They’ll be priced separately.

Planned

Sales Suite

Pipelines, prospecting and follow-ups to win the next client.

Sales pipeline with configurable stages, deal values and expected close dates
Lead records with source tracking, tags, ownership and qualification notes
Prospect finder and a lead generation builder
Email and SMS sequences, plus landing page creation
Cold calling lists, call notes, outcomes and callback reminders
Scheduled follow-ups and reminders for unanswered proposals

Planned

Web Suite

Build, host and look after client websites without leaving Agenfo.

Website builder with reusable templates and website cloning
AI generation for images and text
Hosting, domains and website/business email management
Forms and website analytics

Planned

SEO Suite

Research, audits and rank tracking, including generative engine optimisation.

Keyword research and rank tracking
GEO (generative engine optimisation)
Technical, content and link audits
Content briefs
The ability to purchase backlinks

Planned

Paid Suite

Run Google and Meta campaigns with budgets, pacing and attribution in view.

Google Ads and Meta integrations for campaign delivery
Campaign management and creative assets
Budget pacing, campaign budgets and performance targets
Revenue attribution

Run your agency on Agenfo CRM.

14 days free, no card needed. Then from £39 a month, with unlimited users on the Agencies plan. Cancel any time.

Start free trial See pricing