Everything Your Agency Needs
One platform to manage clients, automate processes, track time, and know exactly where your money is going. No more scattered tools, no more guessing.
Core Capabilities
The foundation of profitable agency operations.
AI & RAG System
Multi-agent AI grounded in your data. Answers questions, generates documents, and automates tasks using your clients, SOPs, and processes as context.
Automated Time Tracking
Context-aware tracking that captures billable time automatically. Anchor + bridge logic prevents fragmented entries. Multi-tab sync keeps everything consistent.
Reporting & Profitability
Per-client and per-user profitability tracking. Real-time margins, utilization rates, deadline compliance, and Agency Pulse dashboard for instant health checks.
Process Automation
Define processes once, let them execute forever. Stage-based workflows with automatic assignments, due dates, notifications, and compliance tracking.
Client Management
Unified command center for every client. Custom profile builders, health metrics, activity feeds, billing history, and process tracking in one view.
AI Smart Assignments
Algorithmic routing based on capacity, expertise, client history, and estimate accuracy. Confidence scores and reasoning transparency for every decision.
Extended Capabilities
Everything else you need to run a world-class agency.
Client Portal
Branded white-label portals with custom domains. Clients see their work, pay invoices, manage their team, and interact with process stages you choose to expose.
Billing & Payments
Invoice lifecycle management, public pay links, partial payments, card vault, recurring billing, and wallet support (Apple Pay, Google Pay, Link).
SOPs & Training
Unified knowledge fabric with AI-generated SOPs, training courses, assessments, certifications, learning paths, and stage-level gating based on completion.
Custom Dashboards
Drag-and-drop builder for metrics, charts, and data tables. Scoped views for clients, processes, or global. Public sharing and real-time refresh.
Integrations & MCP
Connect AI providers, payment processors, email/SMS, and Google Workspace. MCP ecosystem lets external tools become your AI's tools. Browser extension included.
Escalations
One-click escalation from any context. Structured reasons, manager routing with fallback chains, recommendation requirements, and AI-generated summaries.
Ready to Stop the Chaos?
Every feature is included in every plan. No nickel-and-diming, no surprise fees. Create your free account and see everything AgencyTitan can do.
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