About
Built from the inside of an agency
Agency Pilot is made by people who run this work, not by a software company guessing at it.
Running a marketing agency means holding a lot of unrelated things in your head at once. What is due for which client this week. Whether the ranking actually moved or the client just looked on their phone at home. Which onboarding step is stuck waiting on account access nobody chased. Who was supposed to send the invoice.
The usual answer is more software: a CRM, a project tool, a rank tracker, a scheduler, a reporting product, a portal, a wiki for process. Seven subscriptions, seven logins, and none of them aware of the others. The client record in the CRM does not know about the project. The rank tracker does not know which client it is tracking for. The report has to be assembled by hand every month from four places.
Agency Pilot is the other approach — put it in one system, so the geo grid scan belongs to a client, the client has projects, the projects produce the report, and the client can open the report themselves. The work stops being spread across tabs and starts being one thing.
It is still being built, in the open, against real client work. Things ship when they are useful rather than when a roadmap says so.
How it is built
Four decisions that shape everything else
Built by people running an agency
Agency Pilot comes out of running local SEO and service-business marketing day to day. Every feature started as something that was being done by hand, badly, in a spreadsheet.
One platform, not seven tabs
Most agency software solves one slice and assumes you will buy the rest elsewhere. The cost of that is not the subscriptions, it is that nothing knows about anything else. So this is one system.
Isolation is a database problem
Multi-tenant software gets client separation wrong by enforcing it in the interface. Here it is row-level security in Postgres, so the boundary holds whether or not the screen is hiding the button.
Usage priced by usage
Research tools cost real money per call. Charging every agency a flat enterprise rate for capacity most never touch is how the rest of the market works. Credits mean a two-person shop pays like a two-person shop.
Missing something you need?
Feature requests from agencies actually doing the work are how most of this got built. If there is a gap between Agency Pilot and your workflow, say so.
Put your agency on autopilot
Start a 14-day trial with 300 credits. Add your first client and send an onboarding link today.
Agency software built for agencies starts with connected work
Agency Pilot comes from the practical work of running local SEO and service-business marketing. The product’s central idea is that a client’s access, research, delivery, leads, and reporting belong in the same operating context. A scan is more useful when the team knows which client and decision it supports. A report is easier to discuss when the agency can also review the work and outcomes behind it.
That perspective shapes what the platform brings together. It does not mean every agency should replace every specialist tool. The important question is whether the connected workflow fits the work your team repeats. An agency with a narrow research requirement may make a different choice from one trying to reduce repeated client handoffs across several systems.
A practical product philosophy
The principles on this page describe the direction of the product: build around real agency tasks, connect context, separate client information appropriately, and price research usage in a way that can be understood. You can evaluate those principles through the actual feature and integration pages. Look for the supported steps, the limits, and the work that remains your team’s responsibility.
A product philosophy is useful only if it survives a practical test. Request an account connection, inspect a research result, introduce a client to the portal, and review the cost of a normal service month. Those exercises reveal more than a broad promise of simplification. They also help the team hear specific feedback about the point where the workflow does not yet meet an agency’s needs.
What we want an evaluation to make clear
An informed evaluation should establish where Agency Pilot helps, what it requires from your team, and which requirements need another answer. Check the relevant plan, current app availability, integration mode, and research costs. If a requirement is not documented, ask directly rather than assuming it exists because the platform covers a related category.
The comparison pages are another useful reference. They discuss alternatives because different agencies have different reasons to choose a tool. A purchasing decision can include retaining a specialist product or keeping an existing workflow until a gap is resolved. The goal is a working arrangement that your agency can deliver consistently, with clear expectations for the people using it.
Check how the platform fits your agency model
Describe your agency in terms of the work it delivers: client count, service mix, location complexity, team responsibilities, and reporting expectations. A freelancer managing a few accounts and a larger agency coordinating specialists may value different parts of the same platform. Identify where information is currently copied between tools and where a person loses context. Those points are practical candidates for a connected workflow. Keep specialised requirements visible, especially when another product remains essential to your service.
Use the relevant solution and feature pages to narrow the evaluation. Then test the workflow with a client that represents the normal business rather than an exceptional case. Include the person responsible for the work and, where appropriate, the client who will use the portal. Ask what became easier, what still needs a separate process, and what remains uncertain. This creates a more useful fit assessment than a general preference for a broad or specialised tool. The final decision should reflect your actual delivery model, including any limitations you are prepared to accept.
Describe a product gap as a real agency task
A useful feature request begins with the work you are trying to complete. Describe who performs it, what information they start with, the result they need, and where the current workflow becomes difficult. Include how frequently the situation occurs and whether it affects one unusual account or a recurring service. This gives the team a clearer basis for discussion than a request to copy a menu item from another product. It also leaves room for an existing supported workflow to solve the underlying problem.
Separate the outcome from a preferred interface design. For example, explain that a teammate cannot reliably find the next client action before suggesting a particular dashboard arrangement. Include a sanitised example if it makes the problem easier to understand. Do not send passwords, access tokens, or a full client export to demonstrate a small issue. State whether the requirement prevents adoption, slows an existing process, or would simply be convenient. A clear description helps prioritise the conversation, but it is not a promise that a request will be implemented or delivered by a particular date.
Define what useful consolidation means for your team
Write down the handoffs that create the most repeated work today. For example, the onboarding contact may collect account access without passing on the client objective, or the reporting specialist may need to ask several people which actions were completed. Describe what a better handoff would contain. This gives the phrase 'one platform' a measurable meaning in your business. The target is not fewer browser tabs in isolation; it is a process where the next person can understand and complete their responsibility.
Use that definition to inspect the relevant features and limits. Include the client’s experience when they must approve access or supply lead outcomes. Check which parts of the workflow remain in another system and whether that arrangement is acceptable. Involve the people responsible for routine delivery, because a purchasing decision made only from an overview can miss their essential requirements. Record unresolved questions and ask the team about them directly. When the evaluation ends, state the benefit in the same concrete terms used at the start. This makes the decision easier to explain internally and provides a sensible baseline for reviewing adoption later. It also keeps the conversation grounded when an attractive optional feature appears during the trial.
Evaluate the product philosophy through one client journey
Pick the repeated agency frustration that brought you to this page. Perhaps an account manager chases permissions across email threads, or a specialist hands over a report without the background the client needs. Describe that problem in your own words before beginning a trial. Then choose a normal client workflow where the issue occurs and trace the people involved. This gives you a practical way to evaluate the idea of connected agency software rather than accepting it as a slogan.
Try the relevant workflow and compare the result with your original description. Ask the teammate receiving the work whether context is easier to understand. If a client participates, ask whether the request or report is clearer to them. Preserve any limitation you discover; it is useful evidence, not a reason to redefine the test. Review the plan and ongoing usage that support the workflow, then decide whether the benefit fits your business. A good evaluation can lead to adoption, a narrower use case, or a request for more information. What matters is that your conclusion comes from a real operating example. That same example also gives the product team specific feedback about where its approach helps and where work remains.
Frequently asked questions
Why is the client record central to the product?
Agency work crosses several functions, from access requests to research and reporting. Keeping those activities associated with the client helps preserve context for the team. The benefit should be evaluated through a real handoff: can the next person understand the account and complete their task without rebuilding the background from separate tools?
What kind of agency should explore Agency Pilot?
Agencies and freelancers working with client access, local SEO, reporting, leads, and related operations are a relevant starting point. Fit depends on the specific service and requirements. Use the solution pages and a representative pilot rather than assuming the same platform is appropriate for every agency business model.
Does the product aim to replace every specialist tool?
The connected approach can reduce some fragmented work, but your agency may still need a specialised capability elsewhere. Check the detailed workflow before retiring an existing tool. Keep the cost and handoff for retained products in your evaluation. A useful operating system can coexist with tools that continue to serve a clear purpose.
How can I evaluate the claim that work is connected?
Follow one client task across stages: obtain access, perform relevant work, review the result, and share the appropriate information with the client. Ask another teammate to continue the process. Record where context is preserved and where an explanation is still needed. That practical evidence is more useful than a feature count.
Why does the product use research credits?
Research actions can have a cost each time they run. The credit model separates that usage from other platform functions and lets agencies estimate work around their service mix. Review the current pricing examples and the cost shown before an action. Your actual workload matters more than a generic average.
Where can I learn about the product’s security approach?
The security page explains the published controls, permission purposes, and separation between application connections and provider-level access. Review the privacy and processing information for related questions. If your organisation requires a specific assurance or contract term, ask directly rather than inferring it from the product’s general design principles.
How should I send feedback about a workflow?
Describe the task, the person doing it, the intended result, and the step that creates difficulty. Include how often it happens and whether it blocks delivery. A sanitised example can help. Avoid sending credentials or unnecessary client records. Clear operational context makes feedback easier to understand and assess.
Does a feature request imply a delivery commitment?
No. A request starts a discussion about the problem and possible approaches. Do not make a client commitment based on an unconfirmed future feature. Evaluate the capabilities available for the service you need today, and ask the team to clarify any requirement that would determine whether you can adopt the platform.
How can a freelancer assess the platform differently?
Focus on the tasks you personally repeat, the number of active clients, and the cost of research within your packages. Team coordination may be less important than quick access to client context. Use the freelancer solution page as a starting point, then check plan limits and the workflows you actually need.
How can a larger agency assess the platform?
Include the people responsible for onboarding, specialist delivery, account management, and client communication. Test how information moves between them, not just how an individual uses a feature. Review capacity, permissions, and procurement requirements. A shared evaluation record helps separate essential requirements from preferences across different roles.
Why are integrations described individually?
Providers have different permission models, available data, and supported access methods. Describing each integration separately helps the agency understand what happens automatically and what requires guided action. It also prevents a broad connection label from being mistaken for support for every feature of the external platform.
How should clients be involved in a trial?
Where appropriate, ask a representative client to complete an access request or use their portal view. Explain the limited purpose of the test and agree on the task. Their experience can reveal unclear instructions that an agency user would miss. Keep the pilot scoped and avoid disrupting active delivery.
What is a useful basis for comparing alternatives?
Compare the same real tasks, relevant plans, usage, retained tools, and transition effort. Review dated sources and verify any requirement that determines the purchase. Include the strongest reason to choose another option. A balanced evaluation helps your agency make a durable decision rather than relying on broad claims.
Where can I find practical guidance before buying?
The resource library includes guidance on client onboarding, geo grid measurements, and pricing local SEO services. Read the relevant guide without needing to become a customer. Use it to clarify your process, then consult product pages for the specific Agency Pilot implementation and its current boundaries.
What should I ask if the product fit is unclear?
Describe your service mix, client count, team responsibilities, and the one or two workflows that matter most. Identify any essential requirement that the published pages do not answer. The contact page routes that conversation. Specific operating questions make it easier to discuss fit without assuming capabilities or future commitments.