AgencyGenius
Pricing
CRMPipelineInquiry → Lead → Deal → AccountQuotes & invoicingLine items to branded PDF, paid via StripeAccountsCustomers and projects, joined upTasks & timelineEvery record keeps a memoryAutomationsFollow-ups on autopilot, no code
WorkspaceVault32 drop-in widgets, paste and shipToolsRedirects, audits, launch checklistsDesign systemsLight/dark systems with live preview
Duda power-upsForms → CRMForm fills land as leadsPull your sitesWhole book of business, importedAI site buildBrief in, Duda import file outComments → ticketsStaging feedback, tracked to done
See it run
One pipeline, zero tabs.
Today
New lead enriched by AI
Proposal sent from quote
Won → onboarding started

Watch an inquiry become a paid project without leaving one screen.

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Free forever to start - browse the Vault and the community, no card.Compare plans
Wired in at API levelDuda agenciesDeep integration — pull sites, forms, staging comments
Runs alongside your builderWebflow agenciesRun the agency side; build wherever you likeWix agenciesFull CRM, quoting and delivery, platform-agnosticSquarespace agenciesFull CRM, quoting and delivery, platform-agnosticWordPress agenciesFull CRM, quoting and delivery, platform-agnostic
Built for your tools
The agency side doesn't care what you build in.

Pipeline, quotes, invoicing and delivery run the same on every platform. Duda gets API-level extras on top.

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For your stack

Squarespace builds, run properly.

Squarespace is a fine place to build a site and a poor place to run an agency. AgencyGenius covers the rest: where the lead came from, what you quoted, whether it is paid, and what is left before launch.

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What you get on Squarespace

  • Inquiry → Lead → Opportunity → Account pipeline
  • Quotes and proposals as branded PDFs
  • Invoicing and subscriptions through your own Stripe
  • Projects, tasks, timeline and launch checklists
  • The Vault, design systems and the toolbox
  • Automations, AI sales briefs and lead scoring

Why agencies on Squarespace use it

The bit Squarespace leaves you

Squarespace builds the site. It does not tell you where the lead came from, what you quoted, whether the deposit landed, or what is left before launch. That is this.

Retainers that bill themselves

Recurring subscriptions run on your own Stripe, so a monthly care plan is set up once and then simply happens, with the payments reconciling against the account.

Every client in one record

Fee, contacts, sites, projects and payment history on a single account page — the answer to "what does this client actually pay us?" in one look.

What we don't claim

There is no integration between AgencyGenius and Squarespace. Nothing here reads from or writes to your Squarespace projects — the build stays where it is, and this runs everything around it. Duda is the one platform wired in at API level today, and saying otherwise would be found out on day one of a trial.

Build on something else?

Duda

Deep integration — pull sites, forms, staging comments

Webflow

Run the agency side; build wherever you like

Wix

Full CRM, quoting and delivery, platform-agnostic

WordPress

Full CRM, quoting and delivery, platform-agnostic

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AgencyGenius

The one platform a modern web agency actually runs on.

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