If your firm lives on retainers, proposals, and billable hours and the back office is a stack of point tools that don’t talk, this page is for you. Solo consultant to a thirty-person shop — the shape is the same.

Five jobs the agency stack stops doing by hand

The deal, the contract, the time, the invoice, and the health of the account share one record — so nothing falls out of the gap between tools.

Every client under one roof

Agency mode nests each client under your org and rolls the results up across all of them. Your brand stays on the front of it — clients see your firm, not our logo.

Agency mode: multi-client orgs with your branding

A pipeline that knows the next move

Deals carry a score and a next-best-action instead of a stage name and a gut feel. The proposal follow-up lands while the prospect still remembers the call.

Deal score + next-best-action on every record

Time that becomes the invoice

Billable time is logged on the delivery project, and the invoice builds from it — sent with a Stripe payment link. When it clears, the payment writes back to the record.

No end-of-month time reconstruction

Contracts drafted, signed, kept

Turn a project checklist into a contract with the drafting assistant, send it for legally binding e-signature with SaaSy eSign, and keep every version. Included in every plan — no separate DocuSign bill.

Drafting + eSign in every plan

Client health before the renewal talk

Each account gets a 0–100 health score from usage, support load, and payment behavior. When a client slides toward churn, you hear about it in email or Slack while there's still time to fix the relationship.

Churn signals in email or Slack

Agency mode, spelled out

Nested client orgs: Each client is its own org inside yours — contacts, deals, projects, invoices, and documents stay scoped to that client. Your team moves between them without juggling logins.
Rolled-up results: Outcomes the agents drive — collected revenue, retained accounts, deadlines met — total across the whole book, so firm-level reporting isn’t a quarterly spreadsheet exercise.
Your brand on the surface: Client-facing surfaces carry your firm’s identity. The platform underneath stays ours; the relationship stays yours.

Flat price, not per-seat

Growth runs $199/mo for up to five businesses and ten seats — one client book usually fits inside that. Every trial starts on full Growth access for 14 days, no credit card up front. Hiring more account people never raises your software bill.

See plans

The questions agencies ask first

Can my clients log in and see only their own work?: Agency mode is built for exactly that: each client's data stays scoped to their org inside your book, and rollups happen only at your level. Your branding goes on the shared surface.
Does SaaSy replace my PM tool?: It replaces the business-of-the-agency stack: pipeline, contracts, time, invoicing, client health, and the office filings around them. If your team lives in a dedicated PM board for task detail, SaaSy complements it rather than cloning it.
Is eSign really included, or a trial?: Included. SaaSy eSign ships with every paid plan — send documents for legally binding signature with version history, no per-envelope pricing.
We bill retainers, not time. Does invoicing handle that?: Invoices are native records you can build from a deal, a project, or directly — retainer amounts don't need time attached. Stripe payment links go out on the invoice either way.

A straight answer on where this stands

SaaSy is in open beta, and agency mode is young — it already does the nesting, rollup, and branding described above, and we’re hardening the client-portal edge cases with our first agency cohort. If that edge matters to you, we’d rather show you the real state on a call than paper over it.