Every Tool Your Agency Needs. One Platform.
Integrated modules designed to replace your entire disjointed software stack. From project inception to final invoice — every step seamlessly connected.
AI Workspace
Connect Claude, Cursor, or any MCP assistant to manage tasks, billing, and projects via role-based OAuth 2.1.
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 company documents.
Invoicing & Billing
Professional invoices, recurring billing, credit notes, refunds, payment tracking, and finance analytics.
Offerings & Services
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 webhook alerts.
Proposals
Block-based builder, line item pricing, e-signatures, analytics, and one-click conversion to live projects.
Tickets & Support
Client support ticketing with SLA tracking, CSAT ratings, auto-assignment, canned responses, and portal sync.
Client Portal
Branded client portal for clients to view deliverables, approve milestones, pay invoices, and self-serve.
Reports & Dashboards
Revenue KPIs, project health, task velocity, billable hours, and team workload dashboards rolled up.
Notifications
Real-time in-app alerts, Slack sync, email digests, and customizable notification rules per user role.
Team & Client Messaging
Real-time direct and channel messaging, client threads, file sharing, and unread notification tracking.
Enterprise Security
256-bit encryption, strict agency tenant isolation, OAuth 2.1 tokens, audit trails, and GDPR readiness.
Team & Permissions
Granular roles, permission matrix, hourly billing rates, workload capacity tracking, and member profiles.
File Management
Secure cloud asset library, versioning, project attachments, client uploads, and preview support.
Intake Forms
Dynamic onboarding questionnaires, conditional logic, file upload fields, and auto-conversion to leads/tasks.
White-Label & Domains
Custom domain CNAME, your agency logo, brand colors, custom email SMTP, and total branding removal.
Digital Products
Sell downloadable templates, design packs, and assets with automated license delivery and Stripe checkout.
Why Unified Architecture Matters
When every tool lives under one roof, your agency stops losing context, double-paying for SaaS seats, and stitching together fragile zaps.
Save $200+/Month
Replace separate subscriptions for ClickUp, QuickBooks, HubSpot, HoneyBook, and Slack bots. One unified subscription covers your full agency.
Zero Data Silos
When an invoice is paid, it updates client health in CRM, unlocks deliverables in the portal, and reflects in quarterly revenue reports instantly.
Save 10+ Hours/Week
No manual copy-pasting, no broken webhooks, and no hunting through 5 browser tabs to find where a client file or feedback was left.
Frequently Asked Questions
Yes! Eidoncore offers a permanent Free plan with up to 2 team members, 3 clients, 5 projects, and core agency features. No credit card required.
The agency playbook, monthly.
New workflows, fresh integrations, and what we shipped — one email, no fluff.
Ready to Streamline Your Agency?
Join 500+ agencies running their entire client workflow from a single platform. Start your 14-day free PRO trial — no credit card required.