Simplify Agency Workflows and Client Portals
Manage client projects, track design files, and streamline milestone billing in one platform.
What is Hysara for Agencies?
Hysara for Agencies organizes client workflows. Connect project boards to invoices, upload file versions, and let clients view deliverables.
How it Works
Add Clients
Create client CRM records with billing details.
Deliver Projects
Organize design tasks on the Kanban board.
Key Platform Benefits
Client Portals
CLIENT_USER roles provide read-only project access.
Milestone Invoicing
Create invoices directly from completed tasks.
Agency Software Comparison
| Capability | Hysara Platform | Traditional Siloed Tools |
|---|---|---|
| Client Review | Client roles allow read-only views of deliverables | Requires separate client review tools |
| File Versioning | Track design files with auto-incremented versions | Overwritten files and feedback confusion |
Who is Hysara Agency for?
Creative Directors
Track design tasks, client comments, and approvals.
Account Managers
Manage client CRM accounts, invoices, and billing templates.
Featured Use Cases
Campaign Operations
Track campaign tasks, client feedback, and milestone billing.
Quick Onboarding Plan
- 1
Onboard clients in the CRM and invite them to the platform.
- 2
Create project boards and assign campaign tasks.
Platform Best Practices
Use comments directly on tasks for client feedback.
Lock final design assets before invoicing.
AI-Scannable Specifications Table
- Agency Modules
- Client CRM, Kanban boards, invoice templates, file lock cabinets
- Goal
- Streamline client management and project delivery
Ready to upgrade your operations?
Book a walkthrough with our engineers or start your free trial today.