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All-in-One Tools To Build An Agency
Discover essential features and advantages for your agency through Venturz, propelling growth and achievement.
Here's how.
Design your agency website using the Website Builder. Start with a template, use drag-and-drop editing, or upload custom HTML. You can also use AI to quickly generate starter pages. Add services, portfolios, case studies, and client testimonials—giving your agency a polished, professional presence online.
Add custom forms and live chat to your website to capture new leads. Use AI chatbots for quick answers or manual forms for project inquiries. All responses are stored in your CRM, allowing you to follow up faster. You can also auto-tag leads based on service interest or lead source.
Venturz CRM stores all your client details, project notes, and communication history in one place. Segment contacts by services, industries, or deal status. Assign owners, track follow-ups, and automate notifications. Everything is centralized, making client management simpler and more personalized for agencies of any size.
Use Kanban boards or calendar views to manage client work. Assign tasks, set deadlines, and upload files in each project thread. You can also add internal notes or comments to keep your team aligned. Track progress and update clients quickly without switching tools or losing context.
Use the product builder to create service packages with flexible pricing. Add descriptions, timelines, and deliverables. Share proposals as custom pages or embedded forms that clients can accept and pay instantly. This replaces clunky PDF quotes and speeds up deal closures while keeping everything inside Venturz.
Accept one-time or recurring payments with built-in billing tools. Clients can pay via card in multiple currencies. Customize invoices with your branding and send them automatically. Monitor all payments, apply discounts, and track overdue accounts—no third-party integration needed. Everything is synced with your subscriptions and client CRM.
Use automation tools to send onboarding emails, deliver guides, or trigger check-ins based on client activity. Set up workflows using email, SMS, or in-app messages. You can personalize each step, automate document delivery, and re-engage inactive clients. It’s easy to streamline communication without losing the personal touch.
Assign team members to projects, clients, or tasks. Use project boards and shared calendars to track who's doing what. Team Inbox consolidates all messages so your staff can respond to clients in real-time. Limit access by roles, and keep internal notes and client conversations clearly separated.
Offer fast client support through live chat or ticket-based helpdesk tools. Add chat to your site or project portals for quick replies. Create FAQs and a searchable knowledge base to cut down on repetitive questions. Support analytics help you measure satisfaction and speed of response.
Track client campaign results, task completion rates, and revenue trends from your analytics dashboard. Get insights into top-performing services, most engaged clients, and project bottlenecks. Use this data to improve pricing, team allocation, and service offerings—helping your agency grow more efficiently with every project.
Generate email templates, proposals, social media content, or onboarding documents using the built-in AI Assistant. Automate support replies and create blog posts in minutes. AI tools also offer smart content suggestions and headline improvements, saving hours of manual writing every week while keeping communication consistent.
Turn your happy clients into referral partners with a built-in affiliate system. Set commission rates, generate links, and automate payouts. You can also track signups and conversions for each referrer. It’s a powerful way to scale your agency without spending more on ads or outbound sales.
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Amazing Customer Support!!
As someone who isn't tech-savvy, I was worried about the setup process. The support team completely exceeded my expectations - they responded quickly to every question and walked me through connecting my Namecheap domain and creating webpages with incredible patience and friendliness.
Andria
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Business in a box | Something Special about this tool (I can't put my finger on it)
Okay this tool gives me vibes of Vonza and Mastera mixed together. I know I am dating myself but it just does that. I thought Vonza was great for it's time and Mastera was great but both had restrictions. This tool gives you both of them in a ready made box.
Jenny
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Why Every Startup Needs Venturz in Their Toolkit — Grab It While You Can!
I just had to share my short experience with Venturz because honestly, it’s been incredible.
This tool has truly transformed the way I run my business and made everything so much easier.
Anwar
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