Talk to us

The best way to see whether Agencydesk fits your agency is to book a demo and have us walk through it against your own structure, your departments, your rate card, and the way you actually run jobs. For demos, onboarding questions, general support, or to connect with an account manager, book a session through our website or email the team.

A dedicated account manager, from day one

Every agency is assigned a dedicated account manager who guides you through onboarding and stays with you as you grow. Onboarding connects your department structure, Rate Card, job costing, team scheduling, review workflows and billing into one working system. It runs in four steps:

Step 1.
Customise the platform to mirror your agency's department structure and default hourly rates.

Step 2.
Integrate Xero accounting, including one-click import of clients and mapping of Sales and Cost of Sales accounts.

Step 3.
Connect your team's Google or Microsoft 365 calendars, so meetings overlay directly on the Resource Planner and capacity is planned against real availability rather than a guess.

Step 4.
Configure your custom Rate Card and multi-currency Billing Tiers for accurate, client-specific pricing from day one.

Step 5.
Deliver targeted training for Owners, Account Managers, Finance Managers and Timesheet users to maximise efficiency and adoption.

Your account manager also helps with ongoing support as your agency scales, including walkthroughs of new features and capabilities as they are released.

Getting started

There is no open free trial. New agencies go through a short walkthrough with our team, then receive a unique onboarding link. Once your account is activated, your first month is free, giving you time to configure your structure and start running live jobs with no risk.

Book a demo to get started.

Explore further

For answers to specific questions before you talk to us, the Agencydesk help centre at help.agencydesk.io has detailed guides on getting started, company settings, managing jobs, billing and rates, and integrations.