ALL-IN-ONE AGENCY SOFTWARE One tool
for client work.

Run the client side and the back office together: a client portal for updates, requests and approvals, with projects, proposals, time tracking and invoices built in.

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What all-in-one means here

Most agencies run client work across a project tool, a proposal tool, a time tracker, an invoicing app and a lot of email. All-in-one agency software puts those in one system, so the proposal, the hours, the invoice and the client’s approval all belong to the same engagement.

Angelwood is built around the client portal (what a client portal is): the place your client reads updates, sends what you asked for, approves work and pays. Projects, proposals, time and invoices sit behind it.

What’s included

Area	What you can do in Angelwood
Client portal	Give each client one place for reviewed updates, files, document requests and project progress.
Approvals	Ask a named client contact to approve a file, a milestone or an estimate. Each response is kept in an approval history.
Projects and tasks	Plan projects, tasks and milestones in Angelwood, or connect the project tool you already use.
Proposals and estimates	Build proposals from templates, send them by link and collect e-signatures. Send estimates clients can accept, decline or comment on.
Time tracking	Run a timer or add entries, approve timesheets and report on billable hours and utilisation.
Invoices and payments	Create invoices clients can view and pay in their portal through Stripe.
Expenses and budgets	Log expenses against a project and track spending and hours against its budgets.

Keep your project tool, or don’t

All-in-one should not mean a forced migration. You can run delivery in Angelwood or leave it where it is.

Run it all in Angelwood. Projects, tasks and milestones live next to the proposal and the invoice.
Or connect your project tool. Connect Asana, ClickUp or another supported project tool and Angelwood keeps those tasks in sync, so the team carries on where it already works. See how this compares with Asana guest access and ClickUp client access.
Clients need no seat. Clients sign in to their portal or open an update from the link in their email. Plans are priced by team seats and client portals, not per client.

What it costs

Plans start at $99 a month. Proposals, estimates, time tracking, invoices and expenses are on every plan; plans differ by team seats, client portals and portal features. There is a 14-day free trial. It asks for a card, which is charged on day 14 unless you cancel first. See pricing.

When Angelwood isn’t the right all-in-one

Angelwood doesn’t include accounting, payroll, tax or a full sales CRM, and it isn’t a helpdesk or a marketing reporting dashboard. If you sell productized services through order forms and subscriptions, or want the lowest price for the widest feature list, compare ManyRequests, SuiteDash and Bonsai.

THE DETAILS THAT MATTER

One place.
For you and your client.

Win the work.

Send proposals and estimates from templates, see who has viewed them and collect signatures without a separate e-signature tool.

Deliver it where the client can see.

Share reviewed updates, collect files and answers, and get approvals in the client’s portal, next to the project it belongs to.

Track it and get paid.

Record time, approve timesheets, log expenses and send invoices clients can pay online.

GOOD QUESTIONS

A little more clarity.

Talk to us

Is Angelwood an all-in-one for agencies?

Yes, for client work: a client portal, projects and tasks, proposals, estimates, time tracking, expenses and invoices in one product. It doesn’t include accounting, payroll or a full sales CRM.

Do I have to move my projects into Angelwood?

No. You can run projects and tasks in Angelwood, or connect Asana, ClickUp or another supported project tool and keep working there.

Do clients need a paid seat?

No. Plans are priced by team seats and the number of client portals. Clients sign in to their portal, or open an update from an email link, at no extra cost.

Is there a free trial?

Yes, 14 days on any plan. A card is required to start, and it is charged on day 14 unless you cancel first.

KEEP THE WORK MOVING

The next useful step.

PSA Software for Agencies & Consultants Client Portal for Agencies Proposal Software with E-Signatures

THE CLIENT EXPERIENCE, IN ORDER

Run client work in one tool.

Bring the work you share with clients into one place.

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