Everything you need to run a profitable agency
From initial estimates to final invoices, AgencySweet has all the tools you need to manage projects, close deals faster, and get paid on time.
Core Features
The essential tools that power your agency's workflow.
Range Estimates
Create flexible estimates with price ranges that give clients transparency while protecting your margins. Perfect for projects where scope may evolve.
- Min/max quantity ranges
- Multi-currency support
- Version history
- Email delivery
Range Estimate
Bright Media • Brand Campaign
$165.00
10
20
Total Range Estimate (CAD)
$108,850 - $163,300
Progress Invoice
Bright Media • Brand Campaign
Milestone completed
In progress
Invoice Total
$24,500.00
Progress Invoicing
Bill clients as work progresses rather than waiting until project completion. Improve cash flow and reduce risk on large projects.
- Milestone-based billing
- Percentage completion
- Payment tracking
- Automatic reminders
Opportunities
Track potential projects from initial lead through to signed contract. Manage your sales pipeline and forecast revenue with confidence.
- Pipeline management
- Revenue forecasting
- Client association
- Status tracking
Client Opportunities
Bright Media
3
Open
$168K
Won
$85K
Pipeline
Statement of Work
Bright Media • Brand Campaign
Your signature
Signed
Client signature
Awaiting signature
Client Contracts
Generate professional statements of work and contracts from your estimates. Get signatures electronically and start projects faster.
- Statement of work
- E-signatures
- Custom terms
- Version control
And so much more
Every feature you need to manage your agency efficiently.
Client Management
Keep all your client information organized in one place. Track contacts, projects, and communication history.
Team Collaboration
Work together seamlessly with role-based permissions, activity feeds, and real-time updates.
Multi-Currency
Create estimates and invoices in any currency. Display multiple currencies for international clients.
Item Library
Build a reusable library of estimate items. Quickly add common services and products to new estimates.
Custom Branding
Add your logo, colors, and custom styling to all client-facing documents. Present a professional brand.
Tax Configuration
Set up custom tax rates per estimate or client. Automatically calculate and display taxes correctly.
Notes & Context
Add detailed notes about project requirements, client needs, and approach. Keep important context with each opportunity.
Email Notifications
Stay informed with email notifications for estimate views, contract signatures, and payment receipts.
Reporting & Analytics
Get insights into your business with reports on revenue, win rates, and pipeline health.
Activity History
Track all changes with a complete audit trail. See who made changes and when.
Data Export
Export your data anytime in CSV or PDF format. Your data is always accessible.
Integrations
Connect with your favorite tools including QuickBooks, Xero, Slack, and more.
Ready to streamline your agency?
Start your free 30-day trial and discover how AgencySweet can help you work smarter.