Every tool your agency needs
17 integrated modules designed to replace your entire software stack. From project inception to final invoice — every step covered.
Projects
Budgets, milestones, health scoring, team assignments, time tracking, and progress monitoring in one view.
Tasks
Kanban boards, list views, subtasks, checklists, dependencies, labels, live timers, and threaded comments.
CRM & Clients
Full client lifecycle — pipeline, contacts, follow-ups, health scoring, contracts, and documents.
Invoicing & Billing
Professional invoices, recurring billing, credit notes, refunds, payment tracking, and finance analytics.
Offerings
Services & digital products with 5 pricing models, cart & checkout, Stripe, intake forms, and client catalog.
Automations
Trigger→Condition→Action builder — automate task assignments, emails, status changes, and more.
Proposals
Block-based builder, line item pricing, e-signatures, analytics, and one-click conversion to projects and invoices.
Tickets & Support
Client support ticketing with SLA tracking, CSAT ratings, auto-assignment, canned responses, and portal integration.
Client Portal
Branded portal for clients to view work, browse catalog, purchase services, and self-serve.
Reports
Revenue KPIs, project health, task analytics, time tracking, and team workload dashboards.
Notifications
Bell, email, and Slack notifications with priority levels, quiet hours, and per-category controls.
Messaging
Real-time project channels, DMs, typing indicators, read receipts, reactions, internal messages, and file attachments.
Security
SOC2-ready — 2FA, data encryption, audit logs, session management, and tenant isolation.
Team Management
Roles, permissions, workload monitoring, capacity planning, and activity tracking.
File Management
Organize files by project, client, or agency. Upload, preview, version, and share with your team.
Intake Forms
Drag-and-drop form builder with 27 field types, conditional logic, multi-page forms, and service integration.
Dashboard
Executive KPIs, project health scoring, team workload heatmaps, and real-time operational alerts.
White-Label & Custom Domains
Custom domains, branded portals, email branding, invoice styling, and full white-label mode.
Know your team's capacity at a glance
Roles, permissions, workload monitoring, and activity tracking — built in, not bolted on.
Granular roles & permissions
- Agency Owner, Admin, and Member roles with distinct access levels
- Set per-project visibility — control who sees what
- Invite team members with one-click email invitations
- Enforce mandatory 2FA for the entire team on Enterprise plans
Workload monitoring & capacity
- See each member's active task count and utilization rate
- Spot overloaded or underutilized team members instantly
- Activity tracking shows who did what and when
- Time tracking per task feeds into billing and reporting
Every file, organized and accessible
Attach files to projects, tasks, and messages. Preview, version, and share — all without leaving Eidoncore.
Project-level file organization
- Upload files to any project, task, or message thread
- Automatic grouping by project and client organization
- Drag-and-drop uploads with progress indicators
- Clients can upload deliverables through the portal
Preview & sharing
- In-browser preview for images, PDFs, and video files
- Share files directly in messaging and task comments
- File activity log — see who uploaded, downloaded, or viewed
- Storage scales with your plan — generous limits on every tier
Guided setup for every role
After first login, a personalized setup checklist guides each user through their most important first steps — auto-detecting progress along the way.
Role-specific checklists
- Owners: branding, team invites, first client, first invoice
- Admins: clients, projects, tasks, team review
- Accountants: invoices, reports, profile setup
- Team Members: tasks, projects, profile customization
- Clients: projects, tasks, services, invoices
Smart progress tracking
- Steps auto-detect completion — no manual check-offs
- Progress ring shows completion percentage
- Confetti animation when all steps are complete
- Skip anytime — re-show later from profile settings
Get started in 3 steps
From sign-up to first invoice in under 10 minutes.
Create Your Workspace
Sign up with your email, name your agency, invite your team, and configure your branding — logo, colors, and email templates. Takes under 2 minutes.
Import Your Clients
Add your existing clients and create your first projects with budgets, milestones, and task boards. Set up your service catalog with pricing models.
Start Delivering
Assign tasks, track time, communicate via messaging, send invoices, and share progress through the client portal. You're live.
How it all connects
From first lead to final report — every module flows seamlessly into the next.
One platform vs. five separate tools
Stop paying for and managing multiple subscriptions. Eidoncore replaces your entire stack.
Save $200+/Month
Replace separate tools for project management, invoicing, CRM, and client communication. One subscription starting at $0/month covers everything.
Connected Data
When a client's invoice is overdue, it shows on their CRM profile, triggers automations, and surfaces in reports — automatically. No more siloed data.
Save 10+ Hours/Week
No context switching, no copy-pasting between apps, no manual data sync. Your team spends time on client work instead of tool management.
Loved by agencies worldwide
"We replaced Trello, HubSpot, and QuickBooks with just Eidoncore. The connected data is a game changer."
"The client portal alone is worth it. Our clients think it's custom-built for them — the white-label is seamless."
Connect your existing tools
Stripe Payments
Accept credit cards, bank transfers, and recurring billing.
Slack Alerts
Real-time notifications in your team channels.
Custom SMTP
Send emails from your own domain.
Webhooks & API
Build custom integrations with any tool.
Enterprise-grade security built in
AES-256 Encryption
All data encrypted at rest and in transit with industry-standard encryption.
Tenant Isolation
Complete data separation between agencies and clients.
2FA & Audit Logs
Two-factor authentication and comprehensive audit trails.
GDPR Compliant
Full data export and deletion support
Affordable plans for every agency size
Free — $0/mo
2 members, 3 clients, 5 projects. Everything you need to get started.
Pro — $29/mo
15 members, automations, reports, branded portal. Full power for growing agencies.
Enterprise — $79/mo
Unlimited everything. Custom SMTP, domains, white-label, priority support.
See how agencies like yours use Eidoncore
Everything you need. Nothing you don't.
Start your 14-day free trial and experience every feature at full power.