AgencyRoo

Run every client project
from one dashboard.

Leads, projects, payments, and your team — no more spreadsheets and WhatsApp threads.

Start free trialBook a demo

7 days free, then ₱1,200/month. Cancel anytime.

light.agency/leads

Leads

Live
BC

Bloom Café

New

Maria Santos · Instagram

$3,500
N

NexaDrive

James Okafor · Website Form

$12,000
MT

Modest Threads

Aisha Rahman · QR Code Form

$6,000
VG

VerveFit Gyms

Diego Fuentes · Referral

$8,500
SB

Seoul Bites

Hannah Kim · Floating Widget

$2,000
Features

Built for how agencies actually work

One workspace for leads, projects, payments, and your team — replacing the WhatsApp threads and spreadsheets you're piecing together today.

Pipeline & Leads

Capture leads from forms, popups, and QR codes, then watch them move through your sales pipeline automatically.

  • 7 lead-form types: multi-step, popup, embed, floating widget, QR code, landing page
  • UTM, referrer, device, and country captured on every submission
  • Drag a lead through New Lead → Contacted → Proposal Sent → Won
light.agency/pipelineClick a lead to try it
New Lead1
Contacted1
Proposal Sent1
Won1

AlpineLED

$15,000

Clients & Client Portal

Every client gets a branded, tokenized portal link — no account required — to approve work, request revisions, and pay.

  • Your logo, favicon, and brand colors on the client-facing screen
  • Clients approve or request a revision with a comment, in one click
  • Payment progress, itemized history, and downloadable invoice PDFs
alpineled.agency/portalClick Approve to try it

AlpineLED Brand Identity

In Progress

65% complete

INV-2026-015

Pending

$0 of $7,500 paid

KPI Tracking

Set weekly, monthly, or quarterly targets per team member and watch a live leaderboard update as work gets done.

  • Auto-tracked from completed tasks by category, or logged manually
  • Ranked leaderboard so the whole team can see where they stand
  • Pairs with Attendance and Leave for a full picture of the team
light.agency/kpisClick +1 to log a task

Weekly leaderboard

1JD

Joshua Delgado

Agency Owner

2NP

Nina Park

Senior Designer

92
3MB

Marco Bianchi

Web Developer

90
4SR

Sam Rivera

Sales Lead

88
5AO

Ava Osei

Social Media Designer

85
6LT

Leo Tran

Video Editor

78

Reports & Analytics

Every part of your agency, rolled up into one dashboard — sales, financial, team, and project performance, filterable by date range.

  • Sales, financial, team & attendance, and project tabs in one page
  • Date-range filtering — this month, last quarter, or all time
  • Export any report as CSV for board decks or your accountant
light.agency/reportsClick a tab to explore
Win rate
38%
Revenue
$12,000
Net margin
$7,440
Headcount
12

Leads by stage

Forms Builder

Build the exact form your funnel needs, then drop it wherever leads actually are — no dev required.

  • Multi-step, popup, embedded, floating widget, and QR-code forms
  • Drag to reorder fields — text, choice, date, and more
  • Every submission lands straight in your pipeline, tagged with source
light.agency/formsClick Add field to try it

New project inquiry

Multi-Step
Full nameText
Work emailEmail
PhonePhone
Project budgetChoice

Pick where it shows up

Landing Page Builder

A public page for your agency, live in minutes — pick a template, edit the copy, publish.

  • 6 templates: Modern, Minimal, Bold, Editorial, Glass, Cinematic
  • One CMS editor for hero, about, services, reviews, and contact
  • Your logo and brand colors applied automatically
alpineled.agencyClick a template to preview it
Alpine LED Studio

We build brands that stand out

Full-service creative for ambitious local businesses.

Book a call

6 templates to choose from

Plus everything else you'd expect

The rest of the toolkit, all in the same workspace.

Tasks, everywhere

Tasks follow leads, clients, and forms too, not just projects — or stand alone as a to-do.

Payments & Invoicing

Installment plans, overdue interest, and payment history — see what's collected, outstanding, and overdue.

Team & Attendance

Clock in and out, track breaks, manage leave requests, and set per-member permissions.

AI Import

Paste text or drop in a CSV, PDF, or photo — AI turns it into clients, projects, and tasks for you.

White-label Branding

Your logo, favicon, and brand colors on every client-facing portal and invoice.

Questions, answered

Everything you need to know before you bring your agency in.

What does AgencyRoo actually replace?

The spreadsheets and WhatsApp threads most agencies run leads, projects, and client approvals through. Leads, pipeline, projects, tasks, payments, and your team all live in one workspace instead.

Can I import my existing clients, projects, and tasks?

Yes — paste text, or upload a CSV, PDF, or even a photo, and AI Import turns it into structured clients, projects, or task records you review and save.

Do my clients need to create an account?

No. Each client gets a tokenized portal link where they can view project progress, approve work or request revisions, and view/pay invoices — no login required (an optional email-verified sign-in is available for extra security).

Is there a free trial?

Not currently — AgencyRoo is one flat plan (₱1,200/month) with everything included, no feature-gated tiers.

Can I cancel anytime?

Yes. Cancel from the Billing page inside your workspace at any time — your subscription is managed through PayPal, so there's no separate cancellation process to chase down.

Bring your agency into one workspace

Everything included in one plan. Try it free for 7 days, then ₱1,200/month.

Start free trial