Building an Agency With Venturz

Build your agency effortlessly with Venturz. Access intuitive tools and dedicated support for rapid expansion.

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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.

1. Create a Professional Agency Website

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.

2. Capture Leads and Client Inquiries

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.




3. Manage Contacts and Client CRM

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.

4. Plan and Track Projects

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.






5. Create and Send Proposals or Offers

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.

6. Accept Payments and Send Invoices

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.






7. Build Automated Client Funnels

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.

8. Collaborate with Your Team

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.






9. Support Clients in Real-Time

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.

10. Monitor Campaigns and Performance

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.






11. Use AI to Save Time

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.

12. Scale with Referrals and Affiliates

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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The impact we made, in their own words...



⭐️⭐️⭐️⭐️⭐️

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

⭐️⭐️⭐️⭐️⭐️

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

⭐️⭐️⭐️⭐️⭐️

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

Check out our Wall of Love ❤️ 👉

🙋🏻 Frequently Asked Questions (FAQs)

What pricing plans does Venturz offer for agencies?
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Yes, Venturz offers flexible pricing plans tailored to meet the needs of agencies of all sizes. Whether you're just starting out or looking to scale, our plans are designed to grow with your agency. From a basic free plan to more advanced options, each plan provides access to a suite of tools and features that support your agency's growth and operational efficiency.
How does Venturz ensure the security of my agency's data?
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Venturz takes data security seriously, implementing robust security measures to protect your agency's and your clients' information. With end-to-end encryption, regular security audits, and compliance with industry standards, you can trust that your data is safe and secure.
Can Venturz integrate with other tools my agency uses?
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Absolutely. Venturz is built to play well with other tools and platforms, offering seamless integrations with a wide range of software including marketing tools, social media platforms, and productivity apps. This ensures you can maintain your workflow and leverage Venturz's capabilities without disrupting your existing ecosystem.
Is there support available for agencies new to Venturz?
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Definitely. Venturz offers comprehensive support and resources for agencies getting started on our platform. From detailed guides and tutorials in our Startup Academy to responsive customer support and community forums, we're here to help you make the most of Venturz every step of the way.
How can Venturz help my agency with client acquisition and retention?
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Venturz provides a suite of tools designed to not only attract new clients but also retain them. With our CRM for managing client relationships, marketing campaigns to engage and attract new leads, and project management tools to deliver exceptional service, Venturz equips your agency with everything needed to grow your client base and keep them coming back.

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