Every Tool Your Agency Needs
17 integrated modules designed to replace your entire software stack. From project inception to final invoice - every step covered.
AI Workspace
Connect AI assistants to manage tasks, invoices, and projects via MCP - with role-based access and OAuth 2.1 security.
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
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&Dashboards
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.
White-Label&Custom Domains
Custom domains, branded portals, email branding, invoice styling, and full white-label mode.
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 & Sprint Kanban
- Sprint kanban boards, live timers, and task dependencies
- Spot overloaded or underutilized team members instantly
- Real-time activity tracking shows assignments and status
- Time tracking feeds directly into client invoicing
Full Client CRM & Health Scoring
- Manage client pipelines, contacts, and contract stages
- Automated health scores highlight accounts needing attention
- One-click client portal access and document vault
- Complete client history - proposals, invoices, and chats
No-Code Automation Builder
- Visual Trigger → Condition → Action workflow builder
- Auto-assign tasks, dispatch client emails, and trigger invoices
- Live execution logs with debug traces and retry queues
- 20+ pre-built agency automation recipe templates
Role-Specific Checklists & Setup
- Owners: branding, team invites, first client, first invoice
- Admins: clients, projects, tasks, team review
- Accountants: invoices, reports, profile setup
- Clients: projects, tasks, services, invoices
Invoicing, Retainers & Ledger
- One-click invoice generation directly from project milestones
- Automated recurring billing, subscriptions, and retainers
- Stripe payment integration with multi-currency support
- Automatic payment reminders and overdue tracking
Get Started in 3 Steps
Agency Name
Built as a Loop, Not a Funnel
Most agency tools stop at the invoice. Eidoncore doesn't - every closed job feeds your reports, and every report surfaces the next lead. This is the cycle running underneath your agency, stage by stage, on repeat.
Hover any stage to see what happens there. Watch the pulse - it never stops at Report, it turns back into Lead.
Inbound interest lands here first.
The lead becomes a live account.
Scope and pricing sent for signature.
The work kicks off on a timeline.
Execution, assigned and tracked to done.
Client requests, handled without derailing the project.
Automated invoices and recurring billing, connected to every project.
Margins and outcomes roll up.
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 500+ Agencies Worldwide
Here's how Eidoncore replaces the tool stack for real agencies, every single day.
We replaced Trello, HubSpot, and QuickBooks with just Eidoncore. Having our project budgets, client CRM, and invoicing connected in one platform saved us 15+ hours every week and eliminated all context switching.
Switching from Asana, Mailchimp, and Harvest felt risky, but Eidoncore paid for itself in a month. Client reporting is now fully automated and our billing errors dropped to zero.
We were paying for Monday, Zendesk, and Xero separately and none of it talked to each other. Now every ticket, task, and invoice lives in one place - onboarding new hires takes a day, not a week.
Our team stopped fighting ClickUp, Pipedrive, and FreshBooks entirely. Eidoncore gave every project a live budget, so scope creep gets caught before it costs us money, not after.
Notion, Close, and Wave were three logins we opened every morning. Now it's one dashboard, and clients get real-time visibility into their own projects without asking us for updates.
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.