Client-lifecycle operating system
Run your entire firm from a single platform.
Agglo gives professional service firms one place to manage leads, projects, quotes, invoices, and client communication — without stitching together five separate tools.
Built for professional service firms ready to retire spreadsheets.
Everything your firm needs, nothing it doesn't.
Modules that cover the client lifecycle from first contact to final payment. Enable only what your firm uses.
Business Website
Build and host your business site at your own subdomain. Choose from identity packs, edit with a drag-and-drop builder or a guided form, and publish contact forms that feed your CRM directly.
Learn more →CRM & Lead Pipeline
Capture leads from your website or intake form, move them through pipeline stages, add notes, and track follow-up dates — all in one structured view.
Learn more →Quotes & Invoices
Build itemized quotes, convert them to invoices with one click, export PDFs, and track payment status. No spreadsheet gymnastics.
Learn more →Payments
Accept card payments through your own Stripe account. Money flows directly to you — no middleman.
Learn more →Online Store
Sell products and services online through your own Stripe account. Product catalogue with photos and video, cart, discount codes, configurable shipping, and quote requests.
Learn more →Project & Task Tracker
Create projects for every client engagement, assign tasks to staff, set deadlines, and monitor delivery status without switching to a separate tool.
Learn more →Client Portal
Give clients a branded self-service portal to view project status, download documents, review quotes, and track progress — without clogging your inbox.
Learn more →Client Feedback
Send feedback forms through the client portal or a public link. View aggregated results. Publish consented responses as reviews on your business website.
Learn more →Inventory
Track products, services, raw materials, and equipment — with stock levels, low-stock alerts, and a supplier directory. Import your existing catalogue by CSV.
Learn more →People & Time
Staff records and hour logging against projects. Pay and billable rates are visible to admins only, and logged hours add their labour cost to your ledger automatically.
Learn more →Finance
Log expenses — including recurring ones — and view profit & loss and cash-flow reports on a cash basis. Export your ledger as CSV for your accountant. Not accounting software; not tax filing.
Learn more →Automation
Stale-lead alerts, quote-expiry warnings, overdue-invoice reminders, and your own follow-up rules run every day — so you can focus on the work that matters.
Learn more →
Priced for your firm.
Agglo is offered as a pilot package for small professional service firms — modules and team size tailored to what you actually need. Contact us for a quote.
Ready to see it in action?
Tell us about your firm and we'll set up a personalized demo — your business name and branding, live on the platform.