Built for the way your agency works
Marketing, design, software, consulting or solo. See how Eidoncore fits your workflow from the first proposal to the final invoice.
Pick the Setup That Matches Your Business
Every agency type gets the same connected platform, with the modules that matter most to you up front.
Run retainers and client accounts without the chaos
Keep every client on a predictable monthly rhythm. Retainers bill themselves, deliverables stay on schedule, and clients check progress in their own portal.
- Recurring retainers that auto-charge through Stripe
- Monthly, quarterly or custom billing for each client
- White-label client portal for live campaign reporting
- Intake forms that onboard new accounts fast
Break every project into milestones clients can sign off
Split each design project into clear phases with due dates and linked tasks. Clients review the work and approve it before the next phase starts.
- Milestones with due dates and linked tasks
- Client review and sign-off before each phase moves on
- Productized design packages and one-click add-ons
- Expiring download links protect your source files
Plan sprints on boards your whole team can follow
Run sprints on Kanban boards or lists, set priorities and due dates, and break work into subtasks. Connect Claude and Cursor through MCP and track billable time on every task.
- Board and list views with priorities, assignees and due dates
- Subtasks, checklists and live billable timers
- Budget alerts when hours pass the estimate
- Claude and Cursor access through MCP
See engagement revenue and cash flow at a glance
Know how your engagements are performing without building a spreadsheet. Follow revenue pacing, invoiced versus collected cash, and keep internal notes away from clients.
- Revenue pacing with an end-of-month projection
- Invoiced vs collected cash flow and collection rate
- Internal notes isolated from the client portal
- Proposals with legally binding e-signatures
Sell packaged services and look like a full agency
Turn what you do into clear, click-to-buy packages. Clients order online and pay you, while a custom-branded portal keeps everything professional, all from one tool.
- Service catalog with recurring and one-time pricing
- Replaces ClickUp, QuickBooks, PandaDoc and Typeform
- 14-day free trial, no credit card needed
- Flat pricing that never penalizes you for adding contractors
Every Agency Type Runs on the Same Core
Whatever your niche, these connected tools keep clients happy, your team busy and your cash flow steady.
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.”
Sarah Kim
Operations Lead, Spectra Digital
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.