Agentryx is the complete operating platform for lead-generation agencies. One platform to replace the six tools agencies currently stitch together — ClickUp, Slack, Looker, Frame.io, Notion, and a patchwork of onboarding forms — all on a single subscription with unlimited clients and unlimited seats.
When a client signs up, they complete a branded onboarding form on the agency's subdomain. They select their ad platforms, follow step-by-step access guides for Meta, Google Ads, GoHighLevel, Calendly, and more, and submit. The moment they do, their workspace is created, delivery boards are auto-generated from the agency's templates, and their client portal account is ready to log into.
Inside the platform, every client has a full delivery board — Kanban-style, per platform, built from the agency's own templates. Meta Ads and Google Ads data pulls automatically — spend, leads, CPL, ROAS — with no manual exports. GoHighLevel, Calendly, Acuity, iClosed, and Shopify all connect per client.
Creative review replaces Frame.io entirely. Video ads are hosted on a professional player with time-coded comments. Image creatives use pin-based comments, Figma-style. Both agency and client leave feedback on the same thread, across every version.
The sales floor tracks closers and setters in real time — calls logged, commissions calculated, and AI-generated call scorecards produced from any pasted transcript. The Meeting to Action Loop processes any meeting transcript and extracts internal tasks, client tasks, and a draft follow-up email — one click to deploy everything.
Every client logs into a white-labelled portal branded as the agency. They review creatives, complete tasks, download reports, and message the team — in a portal that looks like the agency built it themselves.
Twelve built-in roles. Per-member permission overrides. AI powered by Claude Sonnet 4.6 throughout.