The agency toolbox

Everything your clients see.In one place.

Proposals, quotes, presentations, plans, and creative review. One workspace instead of five logins.

Your new toolkit for client delivery.

Stop stitching together tools that don't talk to each other. AgencyViz is the single workspace where your team builds and your clients engage.

Before

The duct-taped stack

Five subscriptions, five logins, and a group chat full of “did you see my feedback?”

Proposals in one tool, quotes in a spreadsheet
Creative feedback buried in email threads
Clients download PDFs they never open
Campaign plans scattered across docs and slides
No single source of truth for revisions

With AgencyViz

One workspace. Both sides.

Everything your team builds and everything your client sees, in one place.

Proposals, quotes, and docs in one branded workspace
Creative feedback pinned on the actual asset
Clients open one link, no app, no PDF, no login
Campaign plans on an infinite canvas
Every revision tracked from draft to approval

Pitch

Win the pitch before the call ends.

Build proposals with embedded quotes, share documents as live presentations, and pull from a shared template library. One link. Your client opens it, reads it, and acts on it.

Proposals with drag-and-drop pages, custom covers, and professional layouts
Quotes with line-item pricing, packages, and add-ons. Accept online.
Documents and presentations clients open in the browser, not a PDF
Reusable template library so nothing gets built from scratch

app.agencyviz.io/proposals

Q4 Brand Refresh ProposalDraft

Markup

Feedback that lands where it belongs.

No more “the headline on the third one” in a forwarded email. Clients pin feedback straight onto the creative, you assign the fix, and everyone watches it move to done.

Pin feedback on images, video, PDFs, emails, and webpages
Kanban board from draft to approval with stage-based workflows
Assign revisions to teammates and track them to done
Version history and per-reviewer sign-off on every round

app.agencyviz.io/campaigns

Brand Campaign Q4

+ Add Asset

Kanban

Three more tools. Same workspace.

Plan campaigns, research what works, and report on performance without leaving AgencyViz.

Funnel Planner

Build campaign funnels on an infinite canvas with 60+ node types. The built-in forecast engine calculates projected revenue, cost, profit, and ROAS before you spend a dollar.

60+ node types for any campaign
Built-in revenue & ROAS forecast
What-if scenarios to compare strategies

Learn more

From kickoff to sign-off in three steps.

Build

Start from a template. Proposals, quotes, docs, plans, and review boards come together in minutes.

Send one link. Your client opens it in the browser, no account, no download, no friction.

Sign off

They accept, comment, and approve. You track every revision to done in one place.

One plan. Every tool.

Founding-member pricing, locked for the life of your subscription.

Lifetime

Founding member

$0/month

or $0/year.

See full pricing

7-day free trial. Cancel any time.

Everything included

Proposals & quotes
Docs & templates
Markup review
Funnel Planner
Swipe Vault
Looker integrations

Do clients need an account?

No. Everything is shared by link. Clients view, comment, and approve without signing up.

Does it work in the browser?

Yes. No app to install, no PDF to download, no login to create. Desktop, tablet, and mobile.

Is my data secure?

Row-level security policies on every table. Access tokens encrypted with AES-256-GCM.

Questions, answered.

Marketing and creative agencies that pitch clients, run creative through revisions, and want every client touchpoint to look like them, not like a mishmash of third-party tools.

No. Proposals, quotes, docs, plans, and review boards are shared by link. Clients view, comment, and approve without signing up or installing anything.

Yes. Clients open everything straight in the browser. No app to install, no PDF to download, no login to create.

Images, video, PDFs, emails, SMS, webpages, and Google Ads. Clients pin feedback exactly where it belongs and approve each version.

Connect Meta and GoHighLevel, and the data flows into your Looker Studio reports. AgencyViz is the pipe; your report stays yours.

Everything sits behind row-level security policies and access tokens are encrypted with AES-256-GCM. Your data stays in your workspace.

Put your whole client experience in one place.

Join the agencies running every client touchpoint through AgencyViz.

Be first in when we open doors. One email, your invite link.