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Agency Archive

Agency Archive

Regular price $49.99 CAD
Regular price Sale price $49.99 CAD
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  • Web App
  • 1 Year subscription
  • Instant access
Start 7-Day Free Trial Full access. No credit card required.
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Turn past projects into future clients

Project Pipeline

Track every project from Discovery to Delivery with a visual Kanban board that shows your agency's workload at a glance.

Revenue Dashboard

Monitor total billings, average project value, and pipeline health with real-time chart widgets.

Client Directory

Maintain a centralized roster of clients with industry, website, and contact details for instant reference.

Case Study Links

Attach portfolio URLs to every delivered project so your best work is always one click away from pitching new business.

Timeline View

Visualize project durations and overlapping timelines with a Gantt-style chart for capacity planning.

Sub-Project Support

Break large engagements into manageable child projects under a parent engagement for detailed tracking.

Service Catalog

Categorize every project by service type from brand identity to web development for clear revenue reporting.

Revenue Targets

Set annual and monthly retainer goals with editable targets that update your budget dashboard automatically.

Project Archive

Keep completed and historical work searchable without cluttering your active pipeline view.

Performance Analytics

Visualize billing distribution by client, service type, and status to identify your most profitable offerings.

Smart Filtering

Find any past project by client, service type, status, billing range, or date with multi-column filters.

Cloud Sync

Auto-sync your project archive across devices with workspace collaboration for team-wide visibility.

Ready to go in 3 steps

Step 01

Create Account

Set up your secure profile to begin managing your workspace.

Step 02

Activate App

Use your Order Number to unlock full access to your new system.

Step 03

Start Tracking

Ditch the paper scraps and start managing like a pro.

Product Details

What’s Included
Every agency knows the struggle: past project wins buried in email threads, spreadsheets scattered across drives, and case study links lost to time. AgencyArchive transforms your agency's history into your most powerful business development asset. Track every project from pitch to delivery with a clean visual workspace. Log client details, service types, and total billings so you always know your agency's true revenue picture. Link case studies directly to each project, creating a living portfolio that proves your expertise. The Kanban Pipeline shows where each project stands from Discovery through Delivery, while the Timeline view maps project durations at a glance. The Dashboard surfaces key metrics like total billings, average project value, and completion rates. With support for sub-projects and client reference lists, AgencyArchive scales from boutique shops to full-service agencies. Stop losing past wins. Start building your agency's legacy today.
How You Get It

Secure Account Access. You will receive a unique setup link via email immediately after purchase. Simply follow the link to create your account and activate your workspace using your Order Number.

Your access is tied to your email, allowing you to log in from any device without needing to download or manage files.

Everything you need to know.

Do I need to pay a monthly fee?
No. Your purchase includes a full 1-year subscription with a single upfront payment. We don't believe in surprise monthly bills or "subscription creep."
What devices can I use this on?
Anything with a browser. Our systems are fully responsive and optimized for iPhone, Android, tablets, and desktops. Your data stays in sync across all devices automatically.
Can I track different parts of my life at once?
Yes. You can create up to 3 separate "Workspaces" within your account. Each acts as its own private environment—perfect for keeping business, home, and personal data independent.
Can I share my workspace with others?
Yes. Easily invite crew or family with real-time syncing. Set permissions: Admins (full control), Members (edit data), or Viewers (read-only).
I'm not "tech-savvy"—is it hard to set up?
It’s built for speed. We skip enterprise bloat. You’ll receive a 5-minute video walkthrough showing exactly how to start tracking immediately. If you can use a smartphone, you can use this.
What happens to my data?
You are in control. Information is stored securely and accessible only by you. You can also choose to keep your data stored locally on your own device for a completely offline experience.
What happens after my 1-year access ends?
You choose your next step. We will reach out with a simple option to renew your access for another year. You’ll never be auto-charged; you decide if you want to keep going.

Still not sure? Try it first.

Take the system for a test drive. Start your 7-day free trial today and see how much time you save. No credit card required, no risk, no strings attached.

Start your 7-day free trial Full access. No setup fees.
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