The end-to-end platform for
running your digital agency
Purpose-built to help digital agencies plan, sell, build, and support custom software for their clients.
Your clients expect more.
Your tools can't keep up.
AI is raising the bar on the websites, apps, and automations your clients expect. Most agencies are still stitching a dozen tools together to deliver.
Scoping takes forever
Rebuilt from scratch every time across multiple tools.
Proposals need 7 tools
CRM, contracts, payments — stitched together manually.
Not ready for AI
Disconnected tools make it hard to automate delivery.
Billing is a mess
No tool handles how agencies actually get paid.
Same app, rebuilt every time
Auth, CI, App Store — every project starts from zero.
Overhead kills margins
Small projects don't pencil — you're turning away revenue.
Web, iOS, and Android
Clients want all three. Most agencies can only ship one.
Clients can't self-serve
Every small change needs a developer. Clients hate waiting.
One platform. Five pillars.
Every stage of the agency lifecycle.
Most tools solve one problem. Platfio covers the entire agency journey — a necessary transition for agencies embracing AI.
Find and win clients before your competitors do
Prospect for businesses in your target market, build conversion funnels, and run outbound campaigns — without leaving Platfio.
- Outbound Tool — Map-based prospecting to identify businesses based on their geography
- Funnel Builder — Guided funnels for signup, purchase, and onboarding flows
Scope entire projects in hours, not weeks
Discovery, personas, user stories, flows, design, and tech stack — all in one guided tool. Output a shareable PRD your clients can actually understand.
- Plan Builder — Multi-step planning from discovery through shareable project requirements
Turn plans into signed deals, faster
Professional proposals flow directly from your Plan Builder output. Clients review, approve, and sign — all integrated with your CRM and payment processing.
- Proposal Builder — Proposals clients can review, approve, and sign online
- CRM — Track businesses, contacts, pipeline stage, and deal history
- Payment Processing — One-off and recurring payments built into the platform
Ship web and mobile apps directly to the app stores
Build web and native Android/iOS apps from a single platform. Deploy to the Apple App Store and Google Play Store from one workflow — no separate tooling required.
- App Builder — Web, Android & iOS apps out of the box — fully featured and infinitely extensible
- Website Builder — Client websites with managed hosting and custom domains
- Deployments — Apple App Store and Google Play Store from one workflow
Keep clients happy long after launch
A branded portal for progress and communication, structured ticketing, and a guided onboarding wizard — so every client starts with confidence.
- Client Portal — Branded portal for progress updates, communication, and account management
- Ticketing System — Structured support workflow from submission to resolution
- Onboarding Wizard — Step-by-step onboarding to set clear requirements and expectations
Revenue you're leaving on the table
With the right tools, there are so many opportunities for efficiency improvements in software agencies. Here are just some of the results we've seen.
Projects below your minimum threshold, leads that go cold without a polished proposal, clients lost to competitors with slicker systems — that's $50K–$150K/yr in recoverable revenue.
Plans flow directly into proposals. Faster discovery lowers your CAC. Fewer deals go cold waiting on paperwork. Better scoping means fewer disputes down the line.
Context switching and manual handoffs between disconnected tools drain margin. Fewer mistakes, clearer scope, and faster sales cycles — that's where the 30% comes from.
Your team already knows how to sell and build software. Give them a system where best-practice processes are built in by default, and watch them do more with less.
Agentic teammates built directly into the agency operating system
Platfio is building native agentic capabilities into the agency operating system, so agents can work like teammates across marketing, planning, sales, delivery, and support.
Agencies transformed by Platfio
Some adopt Platfio end-to-end. Some supplement their existing workflows. Everything in between — learn how different agencies make it work for them.
"We always delivered technology for our clients, but it was limited to WordPress and ClickFunnels. Platfio gave us the ability to deliver real, custom applications — and that changed everything."
"Ashgrey Digital delivers end-to-end solutions with Platfio — from selling projects and scoping builds to deploying apps and supporting clients, all in one platform."
"My background is marketing and SEO. I understand what businesses need to grow. Platfio lets me actually build those solutions instead of just recommending them."
Looking for an app for your business?
Many business owners discover Platfio after seeing a competitor's app — or hearing about a colleague who had one built. Those apps were made by agencies on our platform, and you can get the same thing.
Tell us a bit about your business and we'll connect you with an agency in our network that specialises in your industry.
Find an agency for your businessSelect your industry
Ready to use tools purpose-built for you?
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