AgencyFlow AI – Agency Client Operations, Project Management & Approval Workflow SaaS

AgencyFlow AI – Agency Client Operations, Project Management & Approval Workflow SaaS

AgencyFlow AI is a modern SaaS platform built for creative agencies, marketing agencies, service businesses, consultants, studios, freelancers, and client delivery teams that need to manage projects, client workspaces, stakeholder communication, deliverables, approvals, feedback, files, reports, and operational workflows from one professional dashboard.

It combines client organizations, stakeholders, client portals, projects, delivery timelines, tasks, deliverables, asset reviews, approval workflows, client requests, shared files, reports, exports, team collaboration, roles and permissions, activity tracking, automation, AI operational assistance, and SaaS plan management into one complete agency operations platform.

With AgencyFlow AI, you can launch your own branded SaaS business and offer agencies a complete toolkit to manage client delivery, collect feedback, request approvals, organize files, track project progress, publish reports, manage stakeholders, and keep agency-client collaboration structured without relying on scattered email threads, chat messages, spreadsheets, and disconnected tools.

AgencyFlow AI is designed as a business-ready SaaS platform for agencies that want to manage client operations, project delivery, approval workflows, reporting, and collaboration in one centralized system.

Live Demo Access

Try AgencyFlow AI before installation. Use the live demo to explore the agency dashboard, client organizations, stakeholders, client portals, projects, delivery timelines, tasks, deliverables, approvals, asset reviews, client requests, files, reports, exports, automations, and admin features.

Demo URL: https://demo.stackposts.com/agencyflowai

Login Credentials

• Username: demo
• Password: 123456789

Note: Some demo data may be reset periodically.

Why Choose AgencyFlow AI?

• All-in-one agency operations SaaS: Manage clients, stakeholders, projects, deliverables, approvals, asset reviews, files, reports, exports, requests, and team workflows from one platform.
• Client Portal: Give clients a clean workspace to view progress, submit requests, review assets, approve deliverables, download files, and read reports.
• Project Management: Organize agency work with projects, delivery timelines, tasks, milestones, priorities, statuses, and client-visible progress.
• Approval Workflow: Collect client decisions, approval notes, revision requests, partial approvals, and review holds in a structured approval queue.
• Asset Reviews: Share creative assets, collect comments, manage feedback, track review status, and keep visual collaboration organized.
• Client Requests: Let clients submit revisions, campaign requests, asset requests, or general work requests with priority, deadline, and context.
• Shared Files: Provide a centralized client file library for approved files, handoff assets, reports, images, documents, and downloadable resources.
• Reports & Exports: Share progress reports, delivery summaries, campaign insights, PDF exports, ZIP handoff packages, and workspace snapshots.
• AI Operations: Use AI-assisted summaries, next actions, operational signals, client updates, report assistance, and workflow recommendations.
• SaaS-ready: Includes users, plans, limits, admin controls, monetization options, team workspaces, and role-based access.

Client Organizations

Create and manage client organizations that act as the foundation for projects, stakeholders, portals, approvals, deliverables, files, and reports.

• Create multiple client organizations
• Organization name, industry, email, phone, website, and timezone
• Client workspace status management
• Organization-level stakeholders
• Organization-level project overview
• Portal setup status
• Client activity visibility
• Delivery health indicators
• Engagement and automation signals
• Organization-level reports and summaries

Stakeholders & Client Contacts

Manage client stakeholders, reviewers, approvers, decision makers, and client contacts from one structured directory.

• Add stakeholder and client contact records
• Assign stakeholder role and organization
• Portal access control
• Approval permissions
• Comment permissions
• Download and upload access settings
• Invite stakeholder by email
• Magic link support
• Resend invitation workflow
• Stakeholder health and activity tracking
• Archive, remove from workspace, and lifecycle management

Client Portals

AgencyFlow AI includes a client-facing portal where stakeholders can access project progress, submit requests, review work, approve deliverables, download files, and read reports.

• Client portal login
• Invite acceptance flow
• Password setup for stakeholders
• Workspace overview
• Delivery timeline
• Client request submission
• Approval queue
• Asset review workspace
• Shared file library
• Client reports
• Delivery exports and handoff packages
• Dark mode support
• Command search overlay

Projects

Create client projects to manage agency delivery, internal work, client-facing progress, tasks, timelines, deliverables, and approvals.

• Create client projects
• Project title, description, status, priority, start date, and due date
• Connect projects to organizations
• Track project progress
• Client-visible project dashboard
• Project delivery status
• Project files and reports
• Project approvals and reviews
• Project activity feed
• AI operational summaries

Delivery Timeline

Give clients a clear view of project movement, milestones, approvals, uploads, handoffs, and agency updates.

• Client-visible delivery timeline
• Milestone roadmap
• Delivery stages such as onboarding, asset collection, production, review, and delivery
• Timeline feed for shared updates
• Upcoming milestones
• Pending approvals
• Workspace health indicators
• Activity grouping by type
• Review, delivery, and approval filters
• Operational visibility without exposing internal-only work

Tasks

Manage internal agency tasks connected to client projects and delivery workflows.

• Create project tasks
• Task title, description, status, priority, and due date
• Assign team members
• Track task progress
• Connect tasks to project delivery
• Support project execution workflows
• Task-level activity tracking
• Operational dashboard visibility

Deliverables

Manage the outputs your agency prepares for clients, including design drafts, reports, campaign assets, final files, and handoff packages.

• Create deliverables for client projects
• Deliverable status management
• Review status tracking
• Version labels
• Due dates
• Linked files and assets
• Client-facing deliverable cards
• Review and approval connections
• Downloadable handoff files
• Delivery package support

Approvals

Collect client decisions in a structured approval queue so agencies can move work forward without losing approval history.

• Create approval requests
• Client decision queue
• Approve deliverables
• Approve with notes
• Request revision
• Reject or partially approve
• Needs review status
• Approval due dates
• Approval notes
• Approval activity tracking
• Connect approvals to deliverables and projects

Asset Reviews

Share creative work with clients and collect feedback in a structured review workspace.

• Create asset review items
• Connect reviews to projects and deliverables
• Review statuses such as pending, in review, approved, and changes requested
• Client comments
• Comment replies
• Visual annotation metadata
• Feedback threads
• Review activity tracking
• Approval connection
• Client-facing review workspace

Client Requests

Let clients submit structured requests instead of sending scattered messages across email, chat, or social apps.

• Submit new client requests
• General requests
• Revision requests
• Campaign requests
• Asset requests
• Request title and details
• Priority selection
• Needed-by date
• Project selection
• Workspace-level request intake when no project exists
• Request status tracking
• Request response history
• Convert client requests into agency work

Shared Files

AgencyFlow AI includes a centralized client file library where clients can browse, preview, and download shared assets.

• Client-visible file library
• Image, document, video, archive, and resource categories
• File previews and file type icons
• Project and deliverable metadata
• Version labels
• Review-ready and approved indicators
• Recent uploads
• Storage usage overview
• Shared project grouping
• Download file action

Reports

Share client-ready reports for progress updates, campaign insights, delivery summaries, approval context, and executive communication.

• Client report library
• Progress reports
• Campaign reports
• Audit reports
• Approval summaries
• Delivery package reports
• Report content and summaries
• Project grouping
• Report exports
• Recent reports sidebar
• Report type filters
• Executive reporting experience

Exports & Delivery Packages

Create packaged handoffs for clients, including PDF reports, ZIP delivery archives, workspace snapshots, and export packages.

• PDF exports
• ZIP handoff packages
• Workspace snapshot exports
• Delivery package exports
• Shared export links
• Export status tracking
• Download export action
• Package metadata
• Included files and report context
• Project handoff grouping
• Format library

Workspace Command Search

AgencyFlow AI includes a modern command search overlay for navigating client workspace content faster.

• Ctrl + K command search
• Search requests
• Search deliverables
• Search files
• Search reports
• Search approvals
• Search timeline activity
• Quick actions
• Grouped search results
• Workspace-aware navigation

AI Operations

Use AI-assisted operational tools to summarize activity, detect blockers, generate updates, and support agency delivery workflows.

• AI operational summaries
• Suggested next actions
• Client update assistance
• Report generation support
• Approval delay signals
• Stakeholder risk signals
• Workspace health insights
• Delivery delay recommendations
• Request and activity summarization
• Operational command center

Operations Center

Monitor workspace activity, blockers, delivery risks, pending approvals, stakeholder engagement, and operational signals.

• Workspace command center
• Operational risk monitoring
• Suggested next actions
• Approval blockers
• Inactive stakeholder detection
• Portal access warnings
• Delivery delay signals
• Draft reminder actions
• Portal access actions
• Activity visibility

Activity Feed

Keep a clear history of important workspace events, project movement, approvals, comments, uploads, reports, and client actions.

• Project activity feed
• Approval activity
• Client request activity
• Report activity
• File and delivery activity
• Timeline visibility
• Workspace audit context
• Client-facing activity summaries

Communication Studio

Create and manage structured client communication for reminders, updates, reports, and workflow messages.

• Client reminder drafting
• Follow-up message support
• Approval reminder context
• Portal access communication
• Client update assistance
• Email workflow support
• AI-assisted communication drafts

Automations

Automate agency workflows around approvals, reports, client updates, stakeholder follow-ups, and delivery operations.

• Automation workflow foundation
• Approval-based automation
• Report-ready automation
• Client reminder automation
• Activity-based triggers
• Delivery handoff automation
• Workspace operation automation

Team Members, Roles & Permissions

Manage agency team access and workspace permissions for safer collaboration.

• Team member management
• Role-based access control
• Permission management
• Workspace-level access
• Project collaboration roles
• Admin and user permission separation
• Stakeholder portal permissions

Admin & SaaS Features

• User management
• Subscription plans
• Feature access control
• Workspace management
• Team management
• Plan limits and usage controls
• Billing management
• Admin dashboard
• Module-based architecture
• Branding and system settings
• Mail server settings
• AI provider settings
• Support for future feature expansion

Payment Gateways, Social Login & Security

AgencyFlow AI includes a modular payment, authentication, and security layer designed for SaaS businesses that need flexible checkout options and safer user access.

Supported Payment Gateways

• Manual Payment
• PayPal
• Stripe
• PayU
• Razorpay
• Paytm
• YooMoney
• CCAvenue
• 2Checkout
• SSLCOMMERZ
• Paystack
• Instamojo
• Flutterwave
• iyzico
• PayTR

Payment gateway availability may depend on your country, currency, merchant account approval, API credentials, callback URL configuration, and the rules of each payment provider.

Social Login Providers

• Google login
• Facebook login
• X login

Social login requires your own provider app credentials and callback URL configuration.

Security & Account Protection

• Email verification
• Captcha protection
• Two-factor authentication
• Two-factor recovery codes
• Password reset flow
• Admin-controlled signup and authentication rules
• User access management
• Role and permission-based admin and user controls
• Client portal authentication
• Stakeholder invite acceptance flow

Who Is AgencyFlow AI For?

• Entrepreneurs building an agency management SaaS business
• Creative agencies managing client deliverables and approvals
• Marketing agencies handling campaigns, assets, reports, and reviews
• Web design and development agencies managing client feedback
• Social media agencies sharing reports and creative assets
• Branding studios managing review and delivery workflows
• Consultants and service businesses managing client workspaces
• Freelancers who want a professional client portal
• SaaS founders who want to sell agency operations software

Key Benefits

• Launch your own agency operations SaaS platform
• Manage clients, stakeholders, projects, approvals, files, reports, and requests from one system
• Give clients a clean portal for collaboration and delivery visibility
• Reduce scattered feedback across email, chat, and messaging apps
• Keep approval history and decision context organized
• Deliver files, reports, and handoff packages professionally
• Track project progress, delivery movement, and client activity
• Use AI-assisted operations to summarize work and suggest next actions
• Sell subscriptions using SaaS plans, limits, and admin controls

Customization & Localization

• Modern responsive dashboard
• Clean SaaS user experience
• Client portal experience
• Dark mode support
• Custom domain support depending on system configuration
• Multi-language-ready structure
• RTL-ready depending on your base system configuration
• Module-based system for easier expansion
• Theme-based frontend and app layout structure

Support & Documentation

Documentation: https://stackposts.com/docs

Support: https://stackposts.com/app/support

Documentation coverage: AgencyFlow AI includes many SaaS modules, so the documentation is continuously improved with installation steps, configuration guides, and troubleshooting articles.

• Server requirements and PHP extensions
• Installation guide
• Database setup and environment configuration
• Admin account setup
• Cron job configuration
• Queue worker configuration
• Mail server setup
• Payment gateway configuration
• Social login setup
• Storage and file manager configuration
• Plan and feature limit configuration
• Client organization usage guide
• Stakeholder and portal invite usage guide
• Project management usage guide
• Deliverables and approval workflow guide
• Asset review and comment workflow guide
• Client request workflow guide
• Reports and exports guide
• Common troubleshooting steps

Documentation is updated regularly as new modules, integrations, and improvements are released.

Server Requirements

Please check the documentation for the latest server requirements, installation guide, cron job setup, queue configuration, and PHP extensions.

AgencyFlow AI requires a compatible PHP environment, database server, required PHP extensions, writable storage/cache folders, cron job support, and queue worker support for background tasks.

• Compatible PHP version
• MySQL or MariaDB database
• Required PHP extensions enabled
• Writable storage, cache, and upload directories
• Cron job access for scheduled tasks
• Queue worker support for background processing
• Valid SSL certificate recommended for production
• SMTP mail server for transactional messages and portal invitations
• Public callback URLs for payment gateways and social login providers

Important Notice

• Please read all product details carefully before purchasing.
• Free installation and free customization are not included unless stated separately.
• Support does not include custom feature development.
• Payment gateways, social login, AI providers, and security integrations require your own third-party accounts, API credentials, callback URLs, and correct provider-side configuration.
• Some features may depend on third-party services, browser behavior, DNS propagation, payment gateway availability, mail server configuration, storage configuration, or external API availability.
• Client portal email invitations require a correctly configured SMTP mail server.
• AI-related features require your own configured AI provider settings where applicable.

Third-Party Disclaimer

AgencyFlow AI may integrate with third-party services such as payment gateways, DNS providers, analytics tools, storage providers, AI providers, email providers, and external APIs. These services may change their rules, pricing, APIs, or availability at any time. We provide updates whenever possible, but permanent compatibility with every third-party service cannot be guaranteed.