The complete toolkit to run your agency
Clients, invoicing, projects, collaboration, documents, analytics and a built-in AI assistant — eight deeply integrated capabilities in one beautiful, fast workspace.
No credit card required
Everything included
Eight capabilities, one operating system
Each one is powerful on its own — together they share the same data, so your whole agency finally works as one.
Client management
Keep every contact, note, and history in one tidy CRM built for agencies.
Invoicing & payments
Send beautiful branded invoices and get paid faster with online payments.
Project & time tracking
Plan projects, track time, and keep everything on schedule and on budget.
Team collaboration
Bring your team together with comments, mentions, and shared workspaces.
Document management
Store, organize, and share files and deliverables securely with clients.
Analytics & reporting
Understand profitability, utilization, and growth with clear reports.
AI assistant
Automate busywork with intelligent suggestions and instant drafts.
Dashboards
See the health of your agency at a glance with live dashboards.
A closer look
Go deep on every part of the workflow
From the first client conversation to the final paid invoice — here's how each piece fits together.
A CRM built for agencies, not salespeople
Keep every contact, note, contract and conversation in one tidy place. Rich client profiles connect to the projects and invoices that matter, so context is always a click away.
- Rich client profiles with contacts, tags & notes
- Activity timeline spanning projects and invoices
- Fast search, segments and saved views
Send branded invoices, get paid with PayPal
Create polished, on-brand invoices in seconds and let clients pay online via PayPal. Set up recurring retainers and let automatic reminders chase late payments so you never have to.
- One-click branded invoices & estimates
- Online PayPal payments and recurring billing
- Automatic reminders and read receipts
Plan, track and deliver — on time and on budget
Run projects from kickoff to delivery with Kanban boards, milestones and one-click timers. Time flows straight into billing, while budget burn-rate alerts keep margins healthy.
- Kanban boards, tasks and milestones
- One-click timers and tidy timesheets
- Budgets with live burn-rate alerts
Keep the whole team moving together
Assign tasks, drop threaded comments and @mention teammates right where the work lives. Role-based shared workspaces replace scattered email threads with one source of truth.
- Task assignment with owners and due dates
- Threaded comments and @mentions
- Shared workspaces with roles and notifications
A secure home for every contract and deliverable
Store contracts, proposals and deliverables organized by client and project. Share securely with access controls, and never lose track with built-in versioning and quick previews.
- Organized by client and project
- Secure sharing with access controls
- Versioning and instant previews
Built-in intelligence
Meet your agency's AI assistant
Intelligent suggestions plus real automation — the assistant clears the busywork so your team can focus on the work that matters.
An assistant that actually does the work
Built into every corner of Host Agency AI, the assistant turns intelligent suggestions into finished work — so your team spends time on clients, not copy-paste.
Know exactly where your agency stands
Turn raw activity into decisions. Track per-project profitability, team utilization and cash flow on live dashboards, then export shareable reports for clients and stakeholders.
Why switch
The old way vs Host Agency AI
Stop stitching together a dozen disconnected tools. Bring everything your agency needs into one place.
The old way
A dozen disconnected tools
- Client data, projects & invoices in one place
- Time tracking that flows straight into billing
- Online payments with automatic reminders
- Real-time profitability & utilization reporting
- AI that drafts updates and clears busywork
- One login, one bill, one source of truth
Host Agency AI
One platform, everything connected
- Client data, projects & invoices in one place
- Time tracking that flows straight into billing
- Online payments with automatic reminders
- Real-time profitability & utilization reporting
- AI that drafts updates and clears busywork
- One login, one bill, one source of truth
Works with your stack
Connect the tools you already use
Payments, storage, email, calendar and more — plus an open API and webhooks to build anything else.
One calm workspace your whole team will actually enjoy
No more tab-hopping or hunting for files. Everyone — from founders to freelancers — works from the same source of truth, with the right view for their role.
- Role-based dashboards
- Light & dark themes
- Fast, keyboard-friendly UI
- Onboard your team in an afternoon
Secure by design, private by default
Your clients trust you with their business. We help you keep it safe with the controls modern agencies expect.
Encryption everywhere
Data is encrypted in transit and at rest, so client information stays private.
Roles & permissions
Granular, role-based access keeps people in exactly the right lanes.
Audit logs
A clear record of who did what and when, across your whole workspace.
Tenant isolation
Each agency's data is logically isolated — your workspace is yours alone.
Run your whole agency in one place
Start free in minutes — no credit card required. See every feature in action.