Client dashboards
A client dashboard can show agreed sources with explicit data freshness and access boundaries.
AgencyHub · CRM for agencies
Your agency in one operating system. With AI inside, not beside it.
Leads, projects, finance, advertising data, and client dashboards can share one workflow. AgencyHub is an operational CRM environment MaxICo is developing around agency processes.
AgencyHubSalesProjectsFinanceClient reports
What is inside
Four agency routines a shared operating layer can cover.
These cards describe candidate modules, not the current contents of every release. Availability follows a review of your workflow, access, and advertising stack.
Advertising integrations
Google, Meta, and TikTok Ads can share one view after API, permission, limit, and data-quality checks.
AI reports
AI can draft a plain-language report explanation; facts, conclusions, and anomalies remain subject to human review.
Lead and workflow automation
Routing, reminders, statuses, and ownership changes run on rules instead of memory.
Internal product direction
Candidate coverage is checked before a client scope is confirmed.
AgencyHub is a product direction built around agency workflows. A release review checks implemented and validated coverage; only confirmed sales, delivery, finance, or reporting items may enter the requested scope.
Open the AgencyHub product pageSales
Candidate scope: lead qualification, proposals, and deal follow-up
Operations
Candidate scope: projects, tasks, reminders, and ownership
Finance
Candidate scope: invoices, margin inputs, and cash visibility
Reporting
Candidate scope: supported advertising data in a client view
A foundation, not a template
The proposed configuration starts from the agency workflow.
We first review roles, workflows, client access, integrations, and current release coverage. If the fit is confirmed, the proposal includes only compatible modules with a clear owner and validation criterion.
Your process
Stages, permissions, project logic, and handoffs become configuration inputs after workflow review.
Your data
Compatible advertising accounts, communication channels, and existing sources can connect under an agreed access model.
Your deployment
Self-hosted or managed options depend on the reviewed release. Code, access, and support terms are proposed for the selected format.
Agency workflow review