Agency Maestro Features

Automated Invoicing & Stripe Billing

Invoices are automatically generated for clients who pay by check or credit card through your own agency’s Stripe account so you always have access to your payments. Invoices paid by credit card are automatically marked as paid or failed and checks are marked manually by your team. Our invoicing and billing system’s key features include:

  • Automated credit card & check invoices
  • Seamless integration with Stripe for credit cards
  • Secure payment storage when Stripe enabled
  • Automated notifications for failed and open invoices

Robust Client Info Storage

We developed a centralized client profile to keep your agency’s client information all in one place. With centralized client profiles, there is no need to use a spreadsheet for passwords or a separate file hosting service for client documents. We developed client profiles to store the following information:

    • Client contact’s phone & email & click of a button
    • Centralized login username and password storage 
    • Client note tracking to track completed work
    • Internal note tracking to keep internal notes private
    • Service and invoice tracking for easy access

Secure Client Info & User Access

After research, we unsurprisingly found that the #1 place client usernames and passwords were kept was a spreadsheet; this method is neither safe or efficient. We designed a simple password storage system in each client profile to centralize login information. The client password feature gives you the ability to: 

  • Keep all your client information in one place
  • Eliminate the need for spreadsheets in the cloud
  • Remove an employee’s access from client login information and Agency Maestro with one button click.