Business & Operations

AgencyDesk

Source code included

Client portal and agency workspace for creative, design, marketing and digital agencies

Built by Max code Updated 6 Oct 2026 14,678 lines of code

Open live demo Built withClaude Code

Why AgencyDesk

What makes it better
than the alternatives

  1. 01

    Approval workflows with versioning

    Clients approve or request changes; staff upload new versions until sign-off

  2. 02

    Desk Assistant trained from Knowledge Hub

    Answers client questions from uploaded documents, websites and custom Q&A entries

  3. 03

    Read-only portal preview

    Admins and project managers can view any client's portal to see exactly what they see

  4. 04

    Multi-tenant with strict isolation

    53 Feature tests enforce agency_id scoping, project visibility and role permissions

  5. 05

    Template system

    Project templates, invoice templates and editable email templates speed up recurring work

Projects & Tasks

  • Project creation from templates with milestones and progress tracking
  • Task board with four columns (todo
  • doing
  • review
  • done) and client visibility toggle
  • Status updates posted to client portal
  • Team member assignment with role labels
  • Project manager and account manager assignment

Approvals & Files

  • Share deliverables for approval with due dates and custom messages
  • Client decision: approve or request changes with optional comments
  • New versions after change requests
  • tracked with version numbers
  • Pin comments to specific points on images (x/y coordinates)
  • Reminders: manual
  • 'Remind all' and daily scheduled job
  • File uploads with version history and client visibility control
  • Password-protected share links with expiry and download toggle
  • 30-day soft delete trash

Invoices & Payments

  • Invoice creation from templates with line items
  • VAT and custom terms
  • Milestone-linked invoices (auto-create on milestone completion)
  • Record bank transfer
  • cheque and cash payments (no live gateway)
  • Payment reminders: before due
  • on due date and overdue
  • Invoice status: draft
  • sent
  • paid
  • overdue
  • void
  • Duplicate invoices
  • void sent invoices
  • CSV export of all invoices
  • Statement of account for clients

Messages

  • Threaded conversations per client or project
  • Attachments on messages
  • Draft suggestions from project timeline and Knowledge Hub
  • Read receipts and unread counts
  • Notification preferences: instantly
  • hourly digest or off

Desk Assistant & Knowledge Hub

  • Train from uploaded documents (PDF
  • DOCX
  • TXT stored in storage/app/private)
  • Train from website URLs (crawls pages
  • stores content)
  • Custom Q&A entries with keywords for matching
  • Unanswered questions log for continuous improvement
  • Hand-off to human when assistant cannot answer
  • Test chat for admins
  • Conversation history and CSV export
  • Enable/disable per agency
  • show/hide from clients

Team & Permissions

  • Four roles: admin
  • project_manager
  • team_member
  • accounts
  • Permission matrix: 12 permissions (manage_projects
  • manage_clients
  • manage_invoices
  • view_all_projects
  • etc.)
  • Email invitations with accept flow
  • Project assignment (admins and project managers see all
  • others see assigned only)
  • Workload view: active projects
  • waiting approvals
  • unpaid invoices per member
  • Session management: view active sessions
  • revoke devices

Clients & Contacts

  • Client company profiles with internal notes
  • Multiple contacts per client (owner
  • approver roles)
  • Account manager assignment
  • Statistics: total invoiced
  • paid
  • outstanding
  • average days to pay
  • Portal preview: admins/PMs sign in as client owner (read-only
  • logged to activity)
  • Client status: active
  • inactive

Security & Authentication

  • Two-step email verification (optional or required per role)
  • Trust device cookie (30 days)
  • Password reset with 30-minute token expiry
  • Rate-limited sign-in (5 attempts per minute)
  • Session timeout: 30 minutes
  • 8 hours or 7 days
  • Activity log: every create/update/delete with user
  • client
  • timestamp
  • Share-link passwords (bcrypt hashed)

Settings & Branding

  • Agency name
  • logo and brand colour (6 presets)
  • Custom portal domain
  • Currency
  • VAT rate and invoice number format
  • Email templates: 8 editable templates (invitation
  • password reset
  • approval shared
  • etc.)
  • Notification switches: approval reminders
  • payment reminders
  • hand-over alerts
  • Portal language: English only or English + Arabic
  • Two-factor requirement toggles for team and clients separately

Reports & Dashboard

  • Agency dashboard: active projects
  • waiting approvals
  • unpaid invoices
  • recent activity
  • Reports page: revenue
  • invoices sent/paid
  • approvals
  • projects over 6 months or 12 months
  • Global search: clients
  • projects
  • files
  • invoices
  • team (scoped by visibility)
  • Notification centre with unread count
  • Daily summary email (optional per user)

Quality report

Manually reviewed

94/ 100

Automated audit score

◷ 2 open warnings

Passed the audit and a manual review.
Audit run: 4 Oct 2026
Reviewed by Vibe96 staff, Dubai.

Security95
Code structure82
Docs & completeness100
Dependency health100
Build & deploy92

What to know before you buy

2 non-blocking findings shown publicly: database access is safe; minor schema gaps (missing indexes on some foreign keys); strong authentication and role checks; minor ownership gaps on read-only endpoints; good separation of concerns with minor duplication and some oversized controllers; build reproducible with gaps: missing database setup steps and incomplete docker instructions. The seller has been notified; fixes ship in the next version.

Versions & updates

1.0.0
First release6 Oct 2026✓ Reviewed & audited

No updates yet. New versions appear here with a changelog.
Buyers receive updates free for 1 year.

Quality report

What you get

  • </>Full source codeThe complete audited source, delivered as a download from your account. No obfuscation.
  • ▤DocumentationSetup guide, architecture notes, CLAUDE.md and AGENTS.md.
  • ↻One year of updatesEvery new version the builder publishes, free for 12 months.
  • ♧30 days of supportInstallation and defect support through Vibe96 tickets.
$199Single-site licence Details