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
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 Autopilot
8 automations: texts, emails, categorization.
Integrations
DATEV, Stripe, PayPal, Zapier, Make, n8n.
GDPR Compliant
Hosting DE, DPA available, ISO 27001 data center.
The Workflow: From Inquiry to Invoice
Website form or email inquiry automatically captured as deal.
AI autopilot suggests quote text, you adjust and send via portal.
In client portal: One click on "Accept quote", digital signature optional.
Automatically create project from quote, define tasks, assign team.
Developers track on task, designers on project – all billable-ready.
From tracked time: Generate invoice, send via portal, payment via Stripe/PayPal.
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. Compliant for 2025 requirements.
Where is the data hosted?
All data is hosted exclusively in ISO 27001 certified data centers in Frankfurt, Germany. No data transfer outside the EU.
Are there AI features?
Yes. The ManageSphere AI Autopilot offers 8 automation features: quote texts, email drafts, 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 Enterprise plans.
What does ManageSphere cost?
ManageSphere offers a free Starter plan. Paid plans: Essential from €29/month, Professional €99/month, Enterprise €299/month. 14 days free trial without credit card.
Ready for your web agency?
Try ManageSphere free for 14 days. No credit card required.