What is Agencify used for?

Agencify is a client onboarding portal for marketing agencies that automates intake and file collection, with Slack and Sheets integrations. It is a good fit for onboarding new agency clients and replacing email chains for intake.

Yes. Agencify has a free plan, and paid plans start at $9 per month. A free trial is also available.

Is Agencify open source?

No. Agencify is proprietary (closed-source) software and can't be self-hosted. In the Project Management category, open-source options include Plane, Huly and WeKan.

What are some alternatives to Agencify?

Agencify competes with Rocketlane, Process Street and Plutio.

Agencify: features, pricing and alternatives

About Agencify

Agencify is a hosted client onboarding portal for marketing agencies. The agency sends a client a link, the client completes intake and uploads files there, the agency is notified on Slack, and the data lands in a Google Sheet.

Agencies pick a template or build their own workflow, invite the client by name and email through a magic link, and use reminders to avoid chasing clients for logos, passwords and questionnaires. The vendor says setup takes about five minutes and positions the portal as a more professional alternative to ad hoc forms and shared folders.

Key features

Client intake portal via shareable link
Workflow templates for onboarding
Reminders for missing client items
Notifications sent to Slack
Google Sheets integration
File collection from clients

Good fit for

→Onboarding new agency clients
→Replacing email chains for intake

Tags: client-onboarding; agencies; workflow-automation; slack; google-sheets; intake-forms

Agencify: questions and answers

What is Agencify used for?: Agencify is a client onboarding portal for marketing agencies that automates intake and file collection, with Slack and Sheets integrations. It is a good fit for onboarding new agency clients and replacing email chains for intake.
Is Agencify free?: Yes. Agencify has a free plan, and paid plans start at $9 per month. A free trial is also available.
Is Agencify open source?: No. Agencify is proprietary (closed-source) software and can't be self-hosted. In the Project Management category, open-source options include Plane, Huly and WeKan.
What are some alternatives to Agencify?: Agencify competes with Rocketlane, Process Street and Plutio.