The All-in-One Solution for Agencies & Service Providers
ManageSphere combines CRM, Projects, Finance and Client Portal – with AI Autopilot that handles routine work.
No credit card • Ready in minutes • Cancel anytime
The 6 Key Advantages
What sets ManageSphere apart from bloated tool collections.
AI Autopilot for Projects & Tasks
Automatic suggestions for next steps, deadlines and resources – with approval.
White-Label Client Portal
Approvals, uploads & invoices in portal – no email ping-pong.
End-to-End Workflow Without Gaps
From lead to quote, project, time tracking to invoice – one continuous data source.
Data Location Germany
Servers in DE, ISO 27001 compliant, GDPR-ready with DPA available for download.
Controllable & Traceable
RBAC for team roles, audit trails for every action, delivery logs for client communication.
E-Invoice Ready
XRechnung & ZUGFeRD for B2G/B2B. Compliant for 2025 requirements. DATEV export included.
Kunden einbinden – ohne Chaos
Freigaben, Uploads, Rechnungen und Status-Updates – alles an einem Ort. Kein E-Mail-Ping-Pong mehr.
Client Actions & Magic Links
Kunden klicken, freigeben oder laden hoch – ohne Passwort, ohne Login-Hürden.
Portal in eurem Branding
Eigene Domain, Logo, Farben. Euer Portal, eure Marke – 100% White-Label.
Status & Audit-Log
Wer hat wann was freigegeben? Vollständige Nachvollziehbarkeit für beide Seiten.
Built for Germany
All data stays in Germany. Full GDPR compliance. Seamless integration with German business processes.
The Right Solution for Every Team Size
From solo freelancers to 50-person teams – ManageSphere scales with your business.
Creative Agency
Typical: 3–4h/week savedTypical Challenges
- ✕Project data scattered across 5+ tools
- ✕Client feedback via email tennis
- ✕Time tracking gets forgotten
With ManageSphere
- ✓Everything in one platform
- ✓Structured feedback in portal
- ✓Automatic time tracking
Top Features
From Inquiry to Paid Invoice
One continuous workflow – no tool switching, no copy-paste errors.
Convert leads to customers systematically
- Visual pipeline overview with drag & drop
- Contact history, emails, notes in one place
- Deal probabilities and forecast
Professional quotes in minutes
- Templates with your branding
- Digital signature in portal
- One click: Quote → Project + Tasks
Full control over every project step
- Kanban, list or Gantt – your team chooses
- Task dependencies & critical path
- Automatic status updates to clients
Capture every minute and every euro
- Desktop timer with project assignment
- Receipt scan via app (OCR extraction)
- Automatic categorization (billable/internal)
From invoice to DATEV export
- Generate invoice from tracked time
- Client pays in portal (Stripe/PayPal)
- Bank matching, reminders, DATEV export
Convert leads to customers systematically
- Visual pipeline overview with drag & drop
- Contact history, emails, notes in one place
- Deal probabilities and forecast
AI Suggests – You Decide
8 autopilot actions that handle routine work – each with approval workflow.
Generate Quote Text
AI creates text suggestion based on project data
Final text ready to send after your review
Create Email Drafts
Automatic draft from CRM context
Send only after clicking "Send"
Categorize Expenses
OCR recognition + category suggestion
Booking after confirmation
Follow-up Reminders
Timing recommendation based on deal status
Appointment set after OK
Summarize Project Progress
Status report generated from tasks & time
Approval before client send
Prioritize Tasks
Order by deadline & dependencies
New priority active after confirmation
Redistribute Resources
Utilization optimization for bottlenecks
New assignments active after review
Adapt Invoice Text
Phrasing derived from customer profile
Invoice sent only after review
Connects with Your Tools
Native integrations for core processes + flexible automation for everything else.
Native Integrations
Built-in – no setup required
Automation Layer
Connect ManageSphere to 5000+ apps
Example Automations
Automatically create project with prefilled tasks and ready invoice.
Incoming payments auto-match open invoices and update status.
Client actions automatically trigger team notifications and follow-up tasks.
Missing your integration?
Request integrationManageSphere vs. Market Alternatives
Honest Feature Comparison – decide for yourself.
As of December 2024. Comparison with common agency software solutions in DACH market.
Transparent Pricing
Grow with ManageSphere. Upgrade anytime, no hidden costs.
Freemium
Perfect for testing
Best for: Solo entrepreneurs & freelancers testing the platform
- 1 User (Admin)
- 5 Projects, 5 Customers
- 1 GB Storage
- Basic Features
- SalesX / Team Features
Essential
Billed annually
For small teams
Best for: Freelancers & small agencies (2-3 people)
- 3 Users incl. (1 Admin + 2)
- Unlimited Projects & Customers
- 200 GB Storage
- Email Support
- SalesX (Leads)
Professional
Billed annually
For agencies
Best for: Mid-sized agencies & service providers (5-15 people)
- 12 Users incl. (2 Admin + 10)
- SalesX: 50 Leads/month
- 500 GB White-Label Portal
- Priority Support
- API, Webhooks, Zapier
Enterprise
Billed annually
For large teams
Best for: Large enterprises & teams (15+ people)
- Unlimited Users
- SalesX: Unlimited
- 2 TB White-Label
- Dedicated Account Manager
- SLA & Custom Onboarding
Feature Comparison
| Freemium | Essential | Professional | Enterprise | |
|---|---|---|---|---|
| Admins incl. | 1 | 1 | 2 | Unlimited |
| Users incl. | 0 | 2 | 10 | Unlimited |
| Projects | 5 | ∞ | ∞ | ∞ |
| Customers | 5 | ∞ | ∞ | ∞ |
| Storage | 500 MB | 200 GB | 500 GB | 2 TB |
| SalesX (Leads) | 50/month | ∞ | ||
| Client Portal | ||||
| White-Label | ||||
| API & Webhooks | ||||
| DATEV Export | ||||
| Email Support | ||||
| Priority Support | ||||
| Account Manager | ||||
| SLA | ||||
| Custom Onboarding |
Frequently Asked Questions
Everything you need to know about ManageSphere.
About ManageSphere
Facts at a Glance
Ready to Transform Your Business?
Start free today and experience how ManageSphere simplifies your daily work.
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