For Web Agencies

Agency Software for Web Agencies – Projects, CRM, Invoices & Client Portal

ManageSphere is the all-in-one platform for web agencies. From inquiry to quote to invoice – seamlessly integrated with client portal and AI autopilot.

Typical Challenges for Web Agencies

Tool Chaos & Data Silos

Projects in Asana, CRM in HubSpot, invoices in accounting software – no overview, duplicate data entry.

Email Ping-Pong with Clients

Design approvals, feedback rounds, status queries – all via email. No central place for client interaction.

Time Spent on Admin Tasks

Writing quotes, tracking time, creating invoices – repetitive tasks eating up valuable project time.

How ManageSphere Helps Web Agencies

All data in one platform: CRM, projects, time, invoices – no more data silos.
Client portal with magic links: Clients see projects, approve designs, upload files – without login.
AI autopilot for admin tasks: Quote texts, email drafts, expense receipts – AI suggests, you decide.
DATEV export & XRechnung: Seamless handoff to accountants. E-invoicing: receiving mandatory since 2025, sending from 2027/2028.
White-label branding: Your logo, your colors, your domain in the client portal.

Top Features for Web Agencies

CRM & Deals Pipeline

Capture leads, track quotes, win contracts.

Project Management

Kanban, milestones, tasks – all in one board.

Time Tracking

On projects, via timer or manual – automatic reporting.

Quotes & Invoices

Professional documents, PDF export, payment status.

Client Portal

White-label portal for approvals, uploads, communication.

AI co-pilot Manny

24 AI functions: status reports, texts, categorization.

Integrations

DATEV, Stripe, PayPal, Zapier, Make, n8n.

GDPR Compliant

Hosted in ISO 27001 certified data centers (Hetzner, DE), DPA available.

The Workflow: From Inquiry to Invoice

1Lead comes in

Website form or email inquiry automatically captured as deal.

2Create quote

AI autopilot suggests quote text, you adjust and send via portal.

3Client approves

In client portal: One click on "Accept quote", digital signature optional.

4Project starts

Automatically create project from quote, define tasks, assign team.

5Track time

Developers track on task, designers on project – all billable-ready.

6Send invoice

From tracked time: Generate invoice, send via portal, payment via Stripe/PayPal.

7DATEV export

Month-end: One click, all receipts and invoices go to accountant.

FAQ

Does ManageSphere have a client portal?

Yes. ManageSphere offers a complete white-label client portal with magic links (no login for clients), approval workflows, uploads, custom domain and full branding under your own domain.

Does ManageSphere support DATEV export?

Yes. ManageSphere provides a native DATEV interface for seamless export of invoices and financial data to your accounting or tax advisor.

Is ManageSphere XRechnung and ZUGFeRD ready?

Yes. ManageSphere generates XRechnung (XML) for public contractors and ZUGFeRD (PDF + XML) for B2B. Ready for the e-invoicing roadmap: receiving mandatory since 2025, sending from 2027/2028.

Where is the data hosted?

All data is hosted exclusively in ISO 27001 certified data centers (Hetzner, Germany). No data transfer outside the EU.

Are there AI features?

Yes. The AI co-pilot Manny offers 24 AI functions: status reports, quote texts, expense categorization and more. All AI actions require your explicit approval.

Can I switch from my current tool?

Yes. ManageSphere supports import from common tools. Free onboarding support and migration help included in Professional and Scale plans.

What does ManageSphere cost?

€12 per person per month plus a base fee per plan: Freemium €0 (1 user, forever), Starter €0 base fee (from 2 people), Professional €49 base fee (from 3 people), Scale €149 base fee (from 15 people). No upper limit except Freemium. Example: Professional with 8 people costs €49 + 8 × €12 = €145/month. Cancel monthly, yearly minus 15 percent. Start free: Freemium forever, all Professional features included for 14 days.

Ready for your web agency?

Start free: Freemium forever, all Professional features included for 14 days. No credit card required.

Agency software for web agencies | ManageSphere