Agency Maestro

Agency Maestro is an all-in-one client management software designed to cater to the needs of small to medium-sized marketing agencies, consultants, and freelancers. According to the vendor, this software offers a range of features to streamline business operations. These features include automated invoicing and billing through Stripe integration, robust client information storage, secure access controls, an intuitive agency dashboard, project and task management capabilities, customizable service billing options, and comprehensive support resources. Marketing agencies, consultants, and freelancers across various industries can benefit from this software solution.

Key Features

Automated Invoicing & Stripe Billing: According to the vendor, Agency Maestro automates the process of generating invoices for clients who pay by check or credit card through the agency's Stripe account. The software seamlessly integrates with Stripe, ensuring secure credit card payments. Payment information is securely stored when Stripe is enabled. Additionally, automated notifications are sent for failed and open invoices.

Robust Client Info Storage: The vendor claims that Agency Maestro offers centralized client profiles, eliminating the need for separate file hosting services and password management. These profiles store contact information, including phone numbers and email addresses. Login usernames and passwords can be stored within each client profile for easy access. The software also provides client note tracking to monitor completed work, as well as internal note tracking to keep internal notes private and organized. Service and invoice tracking features provide easy access to client services and invoices.

Secure Client Info & User Access: Agency Maestro offers password storage systems within each client profile, ensuring secure storage of login credentials. According to the vendor, this eliminates the need for spreadsheets in the cloud and keeps all client information in one place. Access to client login information and the software itself can be easily removed with a single button click.

Agency Dashboard: The vendor states that the software provides an agency dashboard that offers a clear overview of monthly revenue, including recurring fees, one-time costs, and hourly rates. This feature is designed to help agencies understand their areas of success and effectively manage resources.

Project & Task Management: According to the vendor, Agency Maestro allows services on the dashboard to be named and customized to fit the agency's design and services offered. This customization feature aims to provide a more organized and tailored dashboard.

Custom Service Billing: The vendor claims that Agency Maestro allows for the application of one-time, monthly, or hourly billing on an individual basis, regardless of the services provided in any given month. The software offers options for upfront payments and billing at the end of a 30-day period.

FAQs & Support Videos: Agency Maestro provides frequently asked questions and support videos to assist users with any inquiries or issues they may have.