For agency owners
Agency Root for agency owners
Run the agency on numbers you can open.
Agency Root gives an agency owner one view of company health: which clients are profitable, where break-even is, who is available and what was decided.
- Client profitability
- Break-even
- One company calendar
- Your own brand
The problem
You find out last, and by asking
- The numbers arrive late. Someone has to build the report first.
- Every answer has an owner. Finance knows cost, operations knows availability, accounts know the client.
- So decisions wait. Or they are made on instinct.
What you get
Five questions, one place
| Your question | Where Agency Root answers it |
|---|---|
| Which clients lose money? | Client profitability, with what drives each margin |
| How dependent are we on a few clients? | Financial dashboard: revenue share of the top clients |
| What revenue do we need to break even? | Break-even from your monthly cost base |
| Who is available this week? | The company calendar, with approved leave and shoots |
| What did we promise this client? | Meeting summaries and action items on the client's record |
Client profitability, the financial dashboard and meeting intelligence are included in Agency Growth and Agency Scale.
Client profitabilityMeeting intelligence
Ask in plain language
In Agency Scale, the CEO AI assistant answers business questions from the data you are allowed to see, and shows the calculation behind the answer. It is read-only by default.
Your brand, not a vendor's
Your team and your clients open a white-label app with your name, logo and colors.
One price as you hire
Agency Root is licensed per company, not per employee seat. Adding people within your plan does not raise the bill.
Questions
Common question
Do I need to be at a desk to use it?
No. Agency Root is built for the phone first. Web administration is there for setup and document-heavy work.