The GoHighLevel alternative for marketing agencies

Run your agency and wow your clients from one dashboard.

Track Meta, Google & TikTok ad performance, manage deliverables, send invoices, and give every client a branded portal — all in one place.

Set up your first client in minutes · Plans from $24.99/mo · Cancel anytime

venspace.app/dashboard

Welcome back, Sarah!

Here's how your agency is performing this month.

Total MRR

$48,250

+6.2% vs last month

Active Clients

12

1 new

Avg ROAS

3.8x

+0.2x

Pending Invoices

4

$12,400 total

Revenue Performance

Revenue Monthly Target
$50k$25k$0k
JanFebMarAprMayJunJulAugSepOctNov

Client Overview

View All Clients
Client NameStatusMonthly Retainer
Alpha DynamicsActive$6,500
Stellar TechActive$5,200
Apex SolutionsActive$4,800
Nexus GroupActive$4,100
Quantum MediaPaused$3,500
Innovate Co.Active$3,200
Global ReachActive$2,900
Showing 1–7 of 7
1 Sort
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12+

Client accounts managed

$48k

Monthly retainers tracked

98%

Invoice on-time rate

1 tap

Client payments

Everything your agency needs

One platform — from onboarding a client to collecting payment on the last invoice.

MetaGoogleTikTok
Spend $4.2kROAS 3.8x

Ad performance tracking

Connect Meta, Google & TikTok Ads. Track spend, ROAS and conversions per client in real time.

Week of Aug 12–18
✨ AI: "Spend up 12%, ROAS improved..."

Performance reports

Publish reports as a scrollable timeline — spend, ROAS, leads, revenue — with file attachments.

In Prog

●●●●
●●●●

Done

●●●●
●●●●
●●●●

Approved

●●●●

Deliverables tracking

Every ad, page and content piece with a live status: In Progress, Delivered, Approved.

INV-0042●Paid
Retainer$2,500
Ad management$800
Setup$300
Total$3,600

Invoices & payments

Line items, due dates and online payments. Statuses sync back automatically — no manual updates.

1

Info

2

Retainer

3

Ads

4

Invite

Client onboarding

A guided wizard to create a client, set the retainer and invite their contact in minutes.

portal.venspace.app
Reports
Invoices
Tasks

Branded client portal

Each client gets a clean, secure portal — just their account, branded to your agency.

Summer PromoSent
📬 248 sent👆 42% open🔗 18 clicks

Email campaigns

Create and send marketing emails to client segments — active, paused or onboarding — no extra provider needed.

★★★★★

Google review link sent

Leave a review →

Review requests

Email clients a one-tap link to leave a Google, Facebook or Yelp review — build reputation on autopilot.

Client Intake Form
Name
Email
Budget

Form builder

Build custom intake, feedback and survey forms with conditional fields — collect every response in one place.

⚡Trigger
✉️Action

Automation builder

Wire up trigger-and-action automations — welcome new clients, follow up on paid invoices, request reviews after signing — no code needed.

2:14

Billable · $85/hr

Time tracking

Log billable hours per client and team member with rates — then drop them straight onto an invoice.

Monthly retainer🔁 Auto
Next: Sep 1$2,500

Recurring invoices

Set weekly, monthly or quarterly schedules that auto-generate draft invoices — no more manual retainer billing.

6-month outlook↑ 18%
MRR $48kARR $576k

Revenue forecast

See projected MRR and ARR from active retainers and recurring schedules, plus a 6-month outlook.

Inter · 400 / 600 / 700

Brand kits

Store each client's logo, colors, fonts and guidelines in one place so your whole team stays on-brand.

✓Weekly report
✓Monthly invoice
Sync Shopify

Recurring tasks

Templates that auto-create tasks on a daily, weekly or monthly cadence — weekly reports, monthly invoicing, on autopilot.

S

Sarah K.

Designer

$65/hr
M

Mike T.

Dev

$95/hr
L

Lisa R.

SEO

$50/hr

Vendors & subcontractors

Manage freelancers and subcontractors, assign them to clients, and track rates — all in one directory.

RepCommission
J. Lee$1,250Paid
M. Chen$890Pending
S. Rivera$2,100Paid

Commissions

Track sales rep commissions on closed deals and mark them paid when the invoice collects — no separate spreadsheet.

M
T
W
T
F
S
S
● Draft● Scheduled● Published

Content calendar

Plan content per client across idea, draft, scheduled and published — keep your editorial pipeline visible at a glance.

Employment Agreement

Account Manager · Full-time

Confidentiality
IP ownership
Termination
Signed
FT
PT
Offer

Employee contracts

Draft contracts from full-time, part-time, contractor or offer-letter templates, with a clause library you can customise — sign, store and download.

Oct 1–15Paid
Gross$3,200
Deductions−$640
Net$2,560
Bank transfer · PDF ready

Pay stubs & payroll

Generate pay stubs with earnings and deductions, auto-calculated gross and net, and a PDF your team can keep.

MMaya ChenActive
JJordan LeeActive
SSam RiveraClosed
Seat closed · access revoked

Team offboarding

Close a seat in one tap — access is revoked, the reason and last day stay on record, and rejoining is just as fast.

Three sides of one platform

You get the control room, your staff get a desk of their own, and your clients get a calm, branded portal.

MRR

$48k

Active

12

ROAS

3.8x

For your agency

  • Manage every client from one dashboard
  • Set retainers and track status at a glance
  • Upload reports, deliverables & invoices per client
  • Internal task board + approval workflow
  • Send email campaigns to client segments
  • Preview any client's portal with one click
portal.venspace.appYour Agency
Reports
Invoices
Deliverables

Weekly Report — Aug 12

★★★★★
Invoice #0042Pay $3,600

For your clients

  • A clean, branded portal — just their account
  • Scroll through reports & deliverables anytime
  • See invoices and pay online securely
  • Leave feedback and message your team
  • Reach their account manager in one tap
A

Alex · Appointment Setter

Today

Live

My tasks today

Call 6 new leads
Book 2 meetings
Send weekly update
Owner:Great week — keep going 👏

For your team

  • A desk built for their role — setter, closer, account manager
  • Live presence, so you always know who's working
  • Their own leads, clients, calendar & tasks in one place
  • Private one-to-one line straight to you
  • Employment contracts and pay stubs on their account
Meet Donna — your AI Chief of Staff

An AI assistant that actually runs your agency

Donna scrapes leads, sends outreach, replies to emails, follows up with quiet prospects, books meetings, and briefs you every morning — all on her own, in your timezone.

D

Donna

● Online · Chief of Staff

Good morning! ☀️ Quick pulse check — 3 new leads came in overnight, 2 replied to your outreach, and 1 wants to book a call. Want me to walk you through the hot one?
Yeah, what did they say?
Bright Smile Dental — the owner replied 'sounds interesting, can we chat this week?' I already responded and proposed 2 slots from your calendar. Thursday 2 PM ET or Friday 10 AM ET work?
Thursday works
Booked. ✅ Calendar invite sent to them, and I've set up their client profile so you're ready to go the moment they sign. Anything else?
Ask Donna anything…

24/7 Chief of Staff

Donna monitors your entire agency around the clock — leads, invoices, contracts, campaigns — and volunteers a pulse check the moment you open a conversation.

Two-way lead conversations

She sends personalized outreach, reads every reply from your Gmail inbox, writes human-sounding responses, and detects the moment a lead wants to book a call.

Automatic follow-ups

Leads go quiet? Donna sends up to 3 polite nudges on her own — then stops the instant they reply, so you never bug someone who already said no.

Smart scheduling

She checks your team's calendar, proposes conflict-free slots, and books meetings — all in your timezone, with explicit confirmation before anything is locked in.

Morning pipeline summaries

Every day at 8 AM your time, Donna emails you a scannable snapshot: new leads, overnight replies, booked calls, and the one thing to focus on.

Strictly per-agency

Each agency owner gets their own private Donna. Data is isolated by row-level security — she physically cannot see or leak another agency's clients or leads.

Agencies run smoother on VenSpace

Real outcomes from teams who replaced their spreadsheets and shared drives.

Our clients stopped emailing for updates. They just log in and see everything.

M

Maya Chen

Founder, Velocity Creative

Onboarding a new client went from an hour of setup to a three-minute wizard.

J

Jordan Lee

Head of Ops, Atlas Media

Invoices get paid faster because paying is literally one click.

P

Priya Shah

Account Lead, Northwind

The branded portal makes us look like a much bigger agency than we are.

S

Sam Rivera

Director, Bloom & Co.

Approvals used to live in DMs. Now everything's tracked in one place.

D

Devon Park

Creative Lead, Lumen Studio

We finally have one source of truth across reports, deliverables, and billing.

A

Aisha Khan

Partner, Driftwood Marketing

Simple, affordable pricing

Plans that grow with your agency

Every new agency starts with a 30-day free trial — full access, no card required. Pick a paid plan when it ends.

Trusted by 50+ agencies

Starter

For solo agencies managing their first few clients

$239.90/year

Billed annually

  • Up to 3 active client accounts
  • Branded client portal for each client — reports, invoices & deliverables in one place
  • Performance report builder with weekly status reports (spend, ROAS, revenue)
  • Deliverable tracking with approval workflows (In Progress → Delivered → Approved)
  • Invoice creation with Stripe & Square online payment links
  • Contract management with built-in e-signature
  • Client onboarding wizard, discovery forms & invite links
  • Task board with priorities, due dates & team assignments
  • Team calendar, internal messaging & meeting scheduler
  • Email template library for client notifications
  • Review request management (Google, Facebook, Yelp links)
  • Custom form builder for intake, feedback & surveys
  • Time tracking with billable rates per client
  • Recurring invoice scheduling (weekly, monthly, quarterly)
  • Revenue forecast dashboard with 6-month MRR outlook

Growth

For agencies scaling ad management and lead generation

🧠

Donna Assist included

Lead scraping, personalized outreach campaigns & daily pipeline summaries

$767.90/year

Billed annually

  • Up to 10 active client accounts
  • Everything in Starter, plus:
  • 🧠 Donna Assist — AI lead scraping, personalized outreach campaigns & daily pipeline summaries
  • Meta Ads, Google Ads & TikTok Ads performance sync (spend, ROAS, conversions)
  • Shopify sales tracking with daily revenue & order counts
  • Automated weekly report delivery emailed to each client
  • Overdue invoice reminder emails sent automatically
  • AI lead scraper — search businesses by industry, location & size (up to 15 leads/search)
  • AI-personalized bulk email outreach with your own Gmail
  • Cross-agency lead deduplication — prospects already engaged elsewhere stay hidden
  • Trigger-action automations (welcome new clients, follow up on paid invoices, request reviews after signing)
  • Brand kits per client — store logos, colors, fonts & guidelines
  • Content calendar with pipeline stages (Idea → Draft → Scheduled → Published)
  • Vendor & subcontractor directory with assignment tracking
  • Sales commission tracking on closed deals
  • Recurring task templates that auto-create tasks on a schedule
⭐ Most popular

Pro

For established agencies with advanced branding & analytics needs

🧠

Donna Autopilot included

Full autopilot — autonomous two-way email conversations, booking intent alerts, auto-follow-ups & auto-contact new leads

$1439.90/year

Billed annually

  • Unlimited active client accounts
  • Everything in Growth, plus:
  • 🧠 Donna Autopilot — autonomous two-way email conversations, booking intent alerts, auto-follow-ups & auto-contact new leads
  • White-label client portal — fully your branding, your agency name, your colors
  • Advanced agency analytics dashboard — revenue trends, client health scores & retention
  • Client retention reports with at-risk client flagging
  • Unlimited lead scraping & outreach campaigns (no per-search cap)
  • Priority support with faster response times
  • Quote builder for prospects with line items & totals
  • Agency goals & target tracking with progress dashboards
  • Security event audit trail for compliance
  • Client health monitoring with automated risk scoring
30-day free trial on every plan
Cancel anytime, no lock-in
No refunds on periods already billed

All plans include secure client portals, row-level data isolation, and a branded experience. Prices shown in USD.

Give your clients a portal they'll actually use

Create your VenSpace account and onboard your first client today — plans from $24.99/mo.