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Agency operations
Run the whole agency from one connected system
Projects, clients, proposals, invoicing, payments and AI in one place, so the work flows from a won deal to a paid invoice without a handoff between tools.
kazii.ai/dashboard
Business intelligence
Cash flow & per-client profit, live
One connected ecosystem
Every module, one login
Quick answer
All-in-one agency management software replaces the separate tools an agency uses for projects, CRM, proposals, invoicing and payments with one connected system. KAZI links these so a won deal becomes a project with a draft invoice, delivery runs through a branded client portal, and payment settles through Paystack, with AI creation and business-intelligence reporting built in. It works from solo to team, not freelancer-only.
The problem
Your agency runs on six tools that don't talk to each other
The project lives in one app, the client history in another, proposals in a third, and invoicing somewhere else again. Every handoff is a copy-paste, context leaks at each step, and nobody can answer "which client is actually profitable" without a spreadsheet night.
How KAZI does it
One system where the work actually connects
KAZI holds the pipeline, clients, projects, proposals, invoicing and payments together. A won deal converts to a project with its budget and a draft invoice. Delivery runs through a branded portal. Billable hours become invoice lines. Payment settles through Paystack, and the analytics show real per-client profit, so you can see which "big" client is quietly the least profitable.
What you get
Built into KAZI, and connected to the rest of the work you run there.
Pipeline to project
Convert a won deal into a project with budget and a draft invoice attached, no re-keying.
Branded client portal
Clients message, approve, e-sign and pay in one branded space, with no account to create.
Proposals and contracts
AI-drafted proposals and contracts with e-sign, and acceptance that auto-creates the project and deposit invoice.
Invoicing and payments
Paystack invoices with reminders and late fees, escrow for staged work, and billable hours that become invoice lines.
Real profit analytics
Per-client profitability, P&L, cash flow and AR aging, so pricing decisions rest on real numbers.
AI and automation built in
AI content and studio tools plus recurring billing, reminder ladders and deal-to-project automations, included in the plan.
How it works
- 1
Bring the agency in
Import clients, set up your pipeline, and add your branding and banking once.
- 2
Run the work end to end
Win deals, spin up projects, deliver through the portal, and track billable time.
- 3
Bill and measure
Invoice through Paystack, then read real per-client profit to price the next quarter.
Run this, and the rest of your business, from one place
Start free. Priced per business, not per seat.
FAQ
Common questions
What does agency management software replace?
KAZI brings project management, CRM, proposals, contracts, a client portal, invoicing, payments and reporting into one system, so an agency stops stitching separate subscriptions together.
Does it handle client billing and payments?
Yes. Invoices run on Paystack with automatic reminders and late fees, escrow is available for staged work, and billable hours become invoice line items.
Can it show which clients are profitable?
Yes. The analytics show per-client profitability along with P&L, cash flow and AR aging, so you can see where the margin really is.
Is it only for large agencies?
No. KAZI scales from solo to team. The same system suits a one-person studio and a growing agency, priced per business rather than per seat.
What about enterprise features?
Business and higher tiers add role-based access, white-label portals, API access and audit logs. Single sign-on (SSO) is on the roadmap, not yet live.
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