Revenue
$48,320
12%vs previous period
The agency operating system
CRM, documents, signatures, payments. One flat price.
Run your whole agency in one place, under your own brand. No usage charges, no per-user pricing, no add-ons to unlock.
NLHVFSKMARTrusted by 2,400+ agencies4.9 on G2
01Why agencies switch
Not another tool. A better business.
You keep the margin
Resell the platform on your own plans, billed through your own Stripe. What you charge is up to you.
app.getmanageit.ioclients.yourstudio.co
Reads like a firm
Clients sign in on your domain and never see our name. A two-person studio looks like fifty.
02:14 — while you sleep
Contract signed — Mara Chen
Invoice INV-0145 created
Welcome email sent
Works while you sleep
Automations pick up every handoff you used to do by hand.
yourstudio.co/p/proposal-0142
Signed$4,000 deposit collected
Sign and get paid in one link
The deposit is collected the moment the proposal is signed. Reminders bring in the rest.
02Your platform
Sell it as your own.
White-label is on every plan, not an enterprise upsell — your brand on the front, your prices on the invoice.
01 / White-label
Your logo, your domain, your product.
Clients sign in on your domain, get email from your address, and never see our name.
- Custom domain with SSL, connected in minutes
- Branded emails sent through your own SMTP
- Your logo and favicon across app, portal and sign-in
- Your plans, your pricing, your margin
02 / Subaccounts
Every client, walled off
Each client gets a subaccount — their own CRM, documents, forms and portal under your agency. You see everything; they see only theirs.
03 / Agency billing
Your plans, your margin
Create your own plans, set your own prices and bill your clients through your Stripe account. Feature gates and usage limits come with the plan.
03Platform
Seven tools you pay for today. One system that replaces them.
Every screen below is the real product — the same components your clients see, under your brand.
04 / CRM
Every client, one record
Contacts, companies and custom records live next to the documents and invoices they generate — no exporting between tools.
05 / Documents
Proposals that close themselves
A real editor with pricing tables, variables and embeds. Send a link, watch view activity in real time.
06 / E-signatures
Legally binding, built in
Signature fields drop straight into any document. Audit trail, IP and timestamp captured on every signature.
INV-0142 · Solstice Labs$8,400.00
Paid straight to your connected account
07 / Payments
Invoice to paid, same thread
Accepted proposals turn into invoices in one click. Clients pay by card or bank from the same portal link.
08 / Automations
Trigger to action, no glue code
Pick one of 46 triggers, chain from 25 action types — create contacts, send documents, fire webhooks. Every run is logged.
09 / Scheduler
Booking pages that check your calendar
A public three-step booking flow with timezone detection and Google Calendar busy-checking. Bookings can fire automations the moment they land.
10 / Forms
Forms that file themselves
19 field types, conditional logic and spam protection. Submissions create contacts and records on their own — embed the form anywhere.
11 / Custom entities
Records shaped like your business
Define your own entity types — projects, assets, campaigns — with 11 field types, relations and tags. They plug into forms and automations like everything else.
“We swapped four subscriptions for one login in a weekend. Clients noticed the portal before we announced it.”
MLMaya LindqvistFounder, Northlight Studio
04How it works
Set up once. Run everything.
Step 01
Brand it
Connect your domain and upload your logo. The app, the portal, the emails and the sign-in page become yours.
Step 02
Invite your clients
Each client gets a portal login — their documents, invoices and bookings, walled off under your agency.
Step 03
Send, sign, get paid
Send a proposal, collect the signature and take the deposit from one link. Automations handle the follow-ups.
05The deep end
Depth where you need it.
Instalment invoices, templates with variables, recurring billing, a client portal — and a scoped API when you’d rather write code.
12 / Invoicing
Deposits, instalments, milestones
Split any invoice into a schedule — due immediately, on fixed dates, relative to the deposit, or on milestones. Partial payments tracked automatically, and Quick Invoice skips the editor entirely.
13 / API & webhooks
Build on it
A REST API with tokens scoped to one subaccount, and 17 webhook events with conditional filtering — automations for everything the builder doesn't cover.
14 / Templates
Write it once, send it forever
Build proposals and contracts as templates with dynamic variables — names, scopes and prices fill themselves from the CRM. A new document takes 30 seconds, not an afternoon.
15 / Recurring billing
Retainers that bill themselves
Recurring invoices on any cadence with auto-pay — the card on file is charged, the receipt goes out, and reminders chase anything that fails.
16 / Client portal
One login for your clients
Documents to sign, invoices to pay and bookings to manage — one portal on your domain, wearing your brand. Clients never see ManageIt.
06And the rest
It keeps going.
The features that don’t fit on a landing page.
Recurring invoicesAuto-paySelectable line itemsCreditssoonIncentives & late feessoonRefundsPayment remindersBilling dashboardTemplate builderDynamic variablesDocument workflowsMilestonesInline commentsPDF generationMulti-currencySigner identity captureDocument hash verificationRecurring invoicesAuto-paySelectable line itemsCreditssoonIncentives & late feessoonRefundsPayment remindersBilling dashboardTemplate builderDynamic variablesDocument workflowsMilestonesInline commentsPDF generationMulti-currencySigner identity captureDocument hash verification
Custom entity types11 custom field typesTags & tag groupsRecord relationshipsCondition nodesDelay nodesAutomation canvasCycle protectionRound-robin schedulingAvailability engineBooking analyticsCommand paletteCSV import & exportCustom roles & permissionsOnboarding wizardAccount switcherDocument verificationNotification preferencesActivity & audit logCustom entity types11 custom field typesTags & tag groupsRecord relationshipsCondition nodesDelay nodesAutomation canvasCycle protectionRound-robin schedulingAvailability engineBooking analyticsCommand paletteCSV import & exportCustom roles & permissionsOnboarding wizardAccount switcherDocument verificationNotification preferencesActivity & audit log
07The math
You’re already paying for this. Five times.
The tools an agency runs, each billed on its own — most of them per seat, none of them talking to each other.
CRM toolper seat$59/mo
Proposals & e-sign toolper seat$65/mo
Scheduling toolper seat$16/mo
Form builderresponse limits$29/mo
Client portal softwareper client$49/mo
Five subscriptionsbefore seats multiply it≈ $218/mo
Typical mid-tier list prices. Bring your own bills — the shape holds.
ManageIt
One flat price.
Everything on the left, in one system — plus the automations that connect it all.
- No per-user pricing
- No usage charges on documents or signatures
- White-label included on every plan
“The first proposal we sent collected its own deposit overnight. That was the moment it paid for itself.”
TATomás AbreuPrincipal, Harbor & Form
08Pricing
One flat price. Pick your size.
Every plan is white-label on your domain with no per-user pricing. Tiers change how much you can run, not who you get to be.
Starter
$39
per month, flat
3 subaccounts
- CRM with custom fields and tags
- Documents, templates and forms
- White-label branding on your domain
Most common
Professional
$99
per month, flat
15 subaccounts
- Everything in Starter
- E-signatures and payment collection
- Automations and scheduler
- Client portal
Business
$199
per month, flat
50 subaccounts
- Everything in Professional
- Custom entity types and records
- API and webhooks
No usage charges. No per-user pricing. Resell on every plan.
Audit trail on every signature
Signer identity, IP address and timestamp captured and stored with the document.
Hash verification
Every signed document is hashed — anyone can verify it hasn’t changed since signing.
Data isolation by design
Each subaccount is walled off at the database level. Your clients never share a space.
Activity log for everything
Every create, send, sign and delete is logged — who, what and when, exportable.
09FAQ
The questions agencies actually ask.
What does white-label actually cover?
Your logo, your colors, your domain, your favicon — across the app, the client portal, the sign-in page and every email, which sends through your own SMTP. Your clients see your brand, not ours, on every plan.
Do my clients pay ManageIt?
No. Payments go through your own Stripe account — invoices, deposits and your plan subscriptions alike. The money never routes through us.
Can I bring my existing data?
Yes. Contacts and records import from CSV, and everything exports back out the same way — your data stays yours.
Is there really no per-user or per-signature pricing?
Really. Plans are flat monthly prices. Add your whole team, send unlimited documents, collect unlimited signatures — the bill doesn’t move.
What happens when I outgrow my plan?
Tiers differ by how many client subaccounts you run — 3, 15 or 50. When you fill one up, upgrade to the next; nothing migrates, nothing changes for your clients.
Your clients. Your brand. One platform.
Everything your agency runs on, sold under your name, for one flat monthly price.
Flat price. No usage charges. Ever.