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.
Six core modules cover the full client lifecycle from first contact to final invoice. Enable only what your firm uses.
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 →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 →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 cards, ACH, SPEI, OXXO, and QR payments through your own processor account. Money flows directly to you — no middleman.
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 →Automation & AI
Stale-lead alerts, quote expiry reminders, milestone notifications, and AI-drafted follow-ups fire automatically — you stay focused on the work that matters.
Learn more →
Straightforward pricing. No surprises.
Monthly platform fee covers access for your team. Setup is quoted separately and includes configuration, data import, and onboarding.
Basic
Setup from $799
For solo practitioners who need structure without complexity.
- CRM & lead pipeline
- Project & task tracker
- Quote generation + PDF export
- Client portal (read-only)
- Email notifications
Pro (Most popular)
Setup from $1,299
For growing firms that need invoicing, payments, and deeper automation.
- Everything in Basic
- Invoicing & payment processing
- Automated reminders & alerts
- File attachments & document storage
- Staff roles & permissions
- Branded client portal
Premium
Setup from $1,699
For established firms that want AI-driven follow-up and full commerce.
- Everything in Pro
- AI-drafted follow-ups & insights
- Online storefront & orders
- Multi-processor checkout (Stripe, PayPal)
- Inventory & BOM tracking
- Priority onboarding & support
Prices shown in USD. Plus state and local taxes at checkout. Minimum 3-month commitment on all plans.
What firms are saying.
Professional service teams use Agglo to run their operations — without the bloat of tools built for enterprise.
“Before Agglo, we were tracking projects in three different spreadsheets and losing hours every week just to find out where a client stood. Now the whole team sees everything in one place, and I spend Friday mornings reviewing dashboards instead of chasing updates.”
Arq. Rodrigo Martínez
Director, Martínez Arquitectos
“We were sending quotes in Word documents and invoicing in a separate tool. Half the time we did not know if a client had opened the quote, let alone approved it. Agglo gave us a single place for the whole cycle and our close rate improved noticeably once we started following up automatically.”
Lic. Sofía Herrera
Fundadora, Herrera Comunicación Estratégica
“Our patients used to call or WhatsApp us just to ask about their treatment plan or next appointment. The client portal eliminated at least a dozen of those messages a day. The staff can focus on clinical work instead of answering the same status questions repeatedly.”
Dra. Carmen Vega
Administradora, Clínica Dental Vega
Ready to see it in action?
Tell us about your firm and we'll set up a personalized demo — your data, your brand, live on the platform.
US sales tax calculated at checkout.