The Agency Operating System

The OS forHigh-Growth Agencies

Stop juggling five different tools. Hyegro unifies your CRM, Project Management, and Client Reporting into one seamless workflow.

Personalized walkthrough
No commitment required
30-min demo call
Hyegro Agency OS Dashboard

Trusted by growing agencies

Agency Partner 1
Agency Partner 2
Agency Partner 3
Agency Partner 4
100+agencies

The Problem

Agencies don't fail from lack of work. They fail from chaos.

When pipeline lives in one tool, delivery in another, and billing in spreadsheets, the team spends more time coordinating than producing.

What it looks like day-to-day
  • Leads go cold because follow-ups aren't obvious.
  • Projects drift because tasks live in multiple places.
  • Billing is delayed because hours and scope aren't tracked cleanly.
  • Leadership has no real-time view without manual reporting.

Team scattered across tools

Trello for tasks, Gmail threads for context, Sheets for billing, Slack for updates. Nothing connects.

Manual reporting

End-of-week status is a scramble: asking people, reconciling spreadsheets, and guessing margins.

Project chaos

Work gets done, but priorities shift, handoffs break, and clients feel the lack of visibility.

Too many subscriptions

You pay for a stack, still don't get clarity, and spend time stitching everything together.

The Hyegro Fix

Hyegro connects sales, delivery, and billing so your team works from one source of truth. You get visibility, clients get speed, and invoicing stops being an afterthought.

Features

Everything an agency needs to stay organized and get paid

Start with core CRM and add delivery + time tracking when you're ready.

Leads + deals (List + Kanban)

Keep pipeline simple, visible, and consistent across the team.

Native email sync

Send and receive from Hyegro. Emails are captured against records.

Activity timeline

Every call, task, email, and update in one scrollable history per client.

Quotes

Generate quotes with templates and keep scope tied to the deal.

Invoices

Create invoices from won work with multi-template PDF outputs.

Multi-currency

Work with global clients using multi-currency across CRM and billing.

RBAC + audit history

Control access by role and track key changes over time.

Mobile app + offline sync

Update leads and tasks on the go. Sync when you're back online.

Global search

Find leads, deals, accounts, and contacts instantly.

Agency add-on: delivery + time tracking

Create projects from won deals, assign billable roles and rates, track work in Kanban, run timers, and auto-generate invoices from timesheets.

Project creationBillable roles + ratesTask KanbanTimers + timesheetsAuto-invoicingMulti-currency

Why teams switch

  • Less admin, more execution
  • Cleaner handoffs and visibility
  • Faster quoting and billing
  • One place for client context
Book a demo

We'll help you migrate essentials (contacts, deals, pipelines).

Social Proof

Early access feedback

Real quotes from early users. Some testimonials are anonymized by request.

We replaced 3 tools with one. Pipeline, quotes, and invoices finally feel connected.

JM

Founder, 7-person creative agency

Melbourne, AU

Want to be a launch partner?

Get setup support and influence the roadmap.

Apply for early access

Pricing

Simple pricing for small teams

Start lean. Add delivery + time tracking when you need it.

USD $AUD A$

Core CRM

For lead-to-cash basics

$15per user / month

Billed annually

  • Leads + Deals (List + Kanban)
  • Accounts + Contacts
  • Tasks + activity timeline
  • Email sync (Gmail/Outlook)
  • Quotes + invoices + PDF templates
  • Global search
  • RBAC + audit history
  • Mobile app + offline sync
  • Multi-currency
Start with Core

Agency OS

Pipeline + delivery + billing

$25per user / month

Billed annually

Includes everything in Core + Agency add-on

  • Projects created from won deals or manually
  • Project users with billable roles + rates
  • Task Kanban for delivery tracking
  • Timers + timesheets
  • Auto-invoicing from tracked work
  • Multi-currency billing for global clients
Book a demo

Best for 3–30 person agencies and consulting teams.

Custom

For larger teams and migrations

Talk to us

Migration + rollout support

  • Data migration support
  • Onboarding + training
  • Role and process setup
  • Integration guidance (API-first)
  • Priority support options
Contact sales

All prices in US Dollars (USD). Local taxes may apply.

Ready to run your agency with less admin?

We'll help you set up pipeline, email capture, quote templates, and (if needed) delivery + billing workflows.

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