Agency Intelligence

Digital agency operations and reporting features in one workspace

Agency Intelligence brings CRM, client delivery, SEO, AI visibility, advertising reporting, billing and client access into one connected digital agency workspace.

Agency Intelligence CRM, reporting and agency operations feature dashboard
Agency Intelligence CRM, reporting and agency operations feature dashboard

Run the work in one place

Use CRM, smart inbox, projects, tasks, help desk and client records together instead of reconstructing context across disconnected tools.

Show the outcome

Create branded reports from SEO, AI visibility and advertising data, then keep invoices and client access close to the delivery record.

Agency Intelligence compared with HubSpot, Salesforce and HighLevel

The comparison matrix evaluates Agency Intelligence alongside HubSpot, Salesforce, HighLevel, Pipedrive, Zoho CRM, Monday.com, ActiveCampaign, AgencyAnalytics, Ahrefs and Semrush. It distinguishes capabilities available out of the box from partial features, add-ons and tools that need configuration or a separate implementation.

SEO, AEO and paid media in the same client record

Agency Intelligence includes SEO rank tracking and audits, AI Visibility across ChatGPT, Claude, Gemini, Perplexity and Google AI Overviews, plus Meta Ads, Google Ads, TikTok Ads, LinkedIn Ads and X Ads dashboards. One-click AI client reports connect those results to the agency's delivery workflow.

Built-in agency operations beyond reporting

The platform also connects an agency CRM and sales pipeline, smart inbox, projects, tasks, time tracking, client help desk, recurring invoicing, Stripe and Xero workflows, client health scoring and a white-labelled client portal.

Frequently asked questions

Which agency workflows are included?

The platform includes CRM, inbox, projects, tasks, help desk, reporting, invoices and client portal workflows.

Which reporting channels are supported?

Public product pages cover SEO, AI visibility, Google Ads, Meta Ads and media monitoring.

How are the reporting products packaged?

SEO, AI visibility, media monitoring, Meta Ads and Google Ads reporting are offered together in the complete bundle.

How does Agency Intelligence compare with HubSpot and Salesforce?

Agency Intelligence is designed around digital agency sales, delivery, reporting, billing and client access in one workspace. The feature matrix shows where HubSpot, Salesforce and other platforms provide a capability directly, partially, through an add-on or through additional implementation.

Does the comparison cover AI visibility and AEO?

Yes. The matrix covers brand visibility across ChatGPT, Claude, Gemini, Perplexity and Google AI Overviews alongside SEO rank tracking, audits and advertising dashboards.