Agency operations
Employee profiles, organization chart, work schedules, attendance, employee leave, company calendar, documents, announcements, SOP library, company directory, client database, expenses and reports. Included in every plan.
Product overview
Agency management software in one branded app
One system for your people, clients, money and meetings.
Agency Root is agency management software delivered as your own branded mobile app, with web administration for setup and document-heavy work. It replaces the patchwork of HR tools, spreadsheets, chat groups, calendars and finance exports.
- Six product areas
- Mobile-first
- English and Arabic
- Access by role
How it connects
Enter it once. Use it everywhere.
Every area uses the same people, client and financial records. Nothing is typed twice.
- An approved leave request appears on the company calendar.
- An employee's cost flows into client profitability.
- A meeting can become a quotation draft.
Four jobs
Run. Know. Lead. Share.
| Job | The question it answers | Read more |
|---|---|---|
| Run the company | Who is working, on leave, remote or on a shoot today? | People operations, leave and calendar |
| Know the business | Which clients add contribution margin, and which lose it? | Client profitability |
| Lead the company | What needs a decision this week? | AI with controls |
| Share the relationship | Does the client know the stage, the next milestone and what is pending? | Client workspace |
Product areas
Six product areas
Financial intelligence
Fully loaded employee cost, overhead allocation, client profitability, break-even and outstanding collections. Included in Agency Growth and Agency Scale.
Commercial engine
Service catalog, cost-based pricing, quotations, proposals, contracts and invoices. Included in Agency Growth and Agency Scale.
Meeting intelligence
Meeting recording, transcripts, meeting summaries, decisions, action items and minutes. Included in Agency Growth and Agency Scale.
AI
A basic AI assistant in every plan, the AI Quotation Agent in Agency Growth, and the full set of AI agents in Agency Scale.
Client workspace
A client-safe view of scope, timeline, requests, approvals, reports, contracts and payments. Client access is part of every plan and deepens in Agency Growth and Agency Scale.
Mobile and languages
Built for the phone, in English and Arabic
The daily actions of employees, managers and clients work fully on a phone. Web administration is there for setup, imports and document-heavy work. The product supports English and Arabic with a complete right-to-left layout, in light and dark mode.
Every agency gets the product as a white-label app under its own brand. See the white-label agency app.
Who uses it
One system, a different view for each role
| Role | What they do in Agency Root |
|---|---|
| Owner, CEO or managing director | See company health, client profitability and what needs a decision |
| Operations lead | Coordinate people, calendar, shoots, SOPs and announcements |
| HR | Manage profiles, schedules, attendance, leave and employee documents |
| Finance | Maintain costs, expenses, allocations, invoices and collections |
| Account and department managers | Manage clients, scope, approvals and their team's leave |
| Employees | Clock in, request leave, see the calendar, find documents and SOPs |
| Clients | Follow progress, approve work, read reports and see payment status |
Each person sees only what their role allows. See who Agency Root is for.
Boundaries
What Agency Root is not
Agency Root is an operating system for the agency as a whole. It is not a payroll engine, a statutory accounting ledger, a full ERP or a full enterprise project-management suite.
Its financial views use management logic for decisions and are labeled as such. Your accountant and your accounting system keep their role.
Start
See it with sample data
Open a demo company for 14 days and walk through every area before you import anything.