Name: Agency Maestro
Author: Agency Maestro

Help Desk

Web and Video Conferencing

Customer Support

Changelog

Mind Mapping

Development

Audit

Business Intelligence (BI)

Calibration Management

Collaboration

Communications Platform as a Service (CPaaS)

Embedded Business Intelligence (BI)

Environmental, Social, and Governance (ESG)

Interactive Voice Response (IVR)

Enterprise

Accounting

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Onboarding

HR Management

Payroll

Recruitment Automation

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Data Observability

Desktop Outsourcing

Electronic Data Interchange (EDI)

Fraud Detection

IT Service Management (ITSM)

Industrial IoT

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Managed Print

Metadata Management

Network Access Control (NAC)

Network Function Virtualization (NFV)

Network Performance Monitoring

Relational Database Management Systems

Remote Support

Security Awareness Training

Solid State Drives

Static Application Security Testing (SAST)

Traffic Switching

Virtual Private Network (VPN)

VoIP Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Business Card Scanning

Content Management

Digital Analytics

Email Management

Email Marketing

Marketing Automation

Marketing Resource Management

Presentation

Real-Time Interaction Management

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Webinar

Marketing

Business Caller ID

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Sales Email Tracking

Sales

Certificate Lifecycle Management

Security

Forestry

HIPAA Compliance

Home Health Care

Insurance Agency Management

Vertical-Specific

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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.

Basic

Criteo

Agency Maestro

Advertising Agency

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Agency Maestro

Overview

What is Agency Maestro?