The Operating Systemfor Your Agency
CRM, pipelines, projects, campaigns, websites, and AI — unified in one platform designed for how agencies actually work.
Everything your agency needsin one place
Stop juggling 10 different tools. AegisFlows brings your entire agency workflow into a single, cohesive platform.
Contact Management
Organize clients, leads, and contacts with custom fields and smart filters. Full history at a glance.
Deal Pipelines
Visual drag-and-drop pipelines. Track every opportunity from discovery to close with custom stages.
Task Management
Assign, prioritize, and track tasks across your team. Linked to contacts, deals, and projects.
Project Tracking
Manage client projects with timelines, milestones, and team assignments. Keep everyone aligned.
Campaign Builder
Create and track marketing campaigns across email, social, and more. Measure ROI in real time.
Website Builder
Build landing pages and full sites for your clients. Drag-and-drop editor with custom domains.
Reporting & Analytics
Revenue dashboards, pipeline analytics, and campaign metrics. Data-driven decisions made easy.
Live Conversations
Real-time chat with clients via integrated messaging. Unified inbox across all channels.
AI Assistant
Generate copy, analyze data, get recommendations, and automate repetitive work with built-in AI.
Automation Workflows
Build custom automations with a visual editor. Trigger actions based on events, time, or conditions.
Calendar & Scheduling
Manage appointments, deadlines, and follow-ups. Sync with Google Calendar and external tools.
Payments & Billing
Accept payments, manage invoices, and track billing cycles. Integrated Stripe processing.
See it in actionbuilt for agency workflows
Get a bird's-eye view of your agency performance with real-time metrics and activity feeds.
Revenue
$48,240
+12.5%
Active Deals
34
+8
New Contacts
126
+23%
Tasks Due
12
3 overdue
Revenue Overview
Recent Activity
Sarah closed deal — Website Redesign ($12,400)
New contact added — Acme Corp (via form)
Task completed — Q3 campaign report
Up and runningin four steps
Create your agency
Sign up in under a minute. Set your brand, invite your team, and configure your workspace.
Add locations & clients
Set up client locations with sub-accounts. Each location gets its own CRM, pipeline, and workflows.
Build & automate
Create websites, launch campaigns, and build automation workflows. All from one unified platform.
Grow with AI
Let the AI assistant handle reporting, copy generation, and smart recommendations. Scale effortlessly.
Trusted by agenciesthat demand more
“AegisFlows replaced five different tools for us. Our team is faster, more organized, and our clients love the transparency.”
Sarah Mitchell
Founder, BrightWave Digital
“The pipeline view alone saved us hours every week. Add the AI assistant and automations — it's a game changer for our agency.”
James Okonkwo
Director, NexGen Marketing
“We onboarded our entire 12-person team in a day. The multi-location setup is exactly what we needed for our franchise clients.”
Laura Vásquez
COO, Helios Agency Group
Simple, transparentpricing
Start free. Upgrade when you're ready.
Starter
Perfect for solo marketers and small teams getting started.
- Up to 3 team members
- 1 location
- 500 contacts
- Basic pipeline
- Task management
- Community support
Growth
For growing agencies that need the full toolkit.
- Up to 15 team members
- 5 locations
- Unlimited contacts
- Advanced pipelines
- Automation workflows
- Website builder
- AI assistant
- Priority support
Scale
Unlimited everything for agencies at scale.
- Unlimited team members
- Unlimited locations
- Unlimited contacts
- Custom pipelines
- Advanced automations
- White-label sites
- Full AI suite
- Dedicated support
- API access
Ready to run your agency
like never before?
Join hundreds of agencies already using AegisFlows to manage clients, automate workflows, and grow revenue.