Built for Agencies
Run Your Agency with One Platform.
Business in a Box gives agencies one intelligent platform to manage client relationships, campaigns, proposals, creative deliverables, and team operations — so you can deliver better work, win more pitches, and scale without the chaos of disconnected tools.
Free Forever Plan · No credit card required · Replaces $500+/mo in software
The Problem
Agencies Run on Creativity, Client Trust, and Flawless Execution — Not Scattered Tools
Whether you run a marketing agency, creative studio, PR firm, design house, or digital agency, your business revolves around winning pitches, delivering campaigns, and managing multiple client relationships simultaneously. Every engagement requires proposals, contracts, creative briefs, project plans, and reporting — all of which must be polished, on-brand, and delivered on time.
But most agencies manage projects in one tool, proposals in Google Docs, client communication across email and Slack, time tracking in yet another app, and invoicing somewhere else entirely. Creative assets live in Dropbox, strategy decks in Drive, and nobody has a single view of which accounts are profitable and which are burning hours.
The result: missed deadlines, scope creep without documentation, burned-out teams, unprofitable accounts, and pitches that take a week instead of a day because nobody can find the right template or past proposal.
In an agency, every client is a separate universe — different SOWs, timelines, deliverables, and stakeholders. Project status lives in one tool, briefs in another, assets in a third. Profitability erodes quietly because nobody has a single view of capacity, hours, and scope in one place.
Your Industry, Our Platform
Every Agency Challenge.
One Connected Platform.
Business in a Box maps directly to how agencies actually operate — so every client account,
campaign, and team process has a system behind it.
Proposals & Contracts
Win Pitches with Professional Proposals
Marketing plans, advertising proposals, sponsorship proposals, NDAs, and marketing agreements — professionally designed, branded, and ready to send for every pitch and engagement.
Client & Account Management
Track Every Client and Campaign
CRM for clients, prospects, media contacts, and partners. Keep engagement history, campaign details, communication logs, and contract details in one place.
Campaign & Project Management
Deliver Campaigns On Time and On Budget
Track campaigns, deliverables, milestones, and creative tasks. Manage team assignments, workload, and client expectations from one dashboard.
Team & Talent Management
Manage Creatives, Strategists, and Freelancers
Manage designers, copywriters, strategists, account managers, and freelancers. Onboarding, time tracking, utilization monitoring, and team communication in one system.
Confidentiality & Legal
Protect Client Relationships and IP
Non-disclosure agreements, marketing agreements, engagement letters, and confidentiality policies — organized, version-controlled, and ready for every new client onboarding.
Communication & Collaboration
Keep Teams, Clients, and Partners Aligned
Team chat, video calls, and internal inbox replace scattered Slack channels, email threads, and text messages. Every conversation connected to the account it serves.
Billing & Finance
Track Retainers, Billable Hours, and Revenue
Invoices, time-based billing, expense reports, and financial statements. Know which accounts are profitable and where every dollar of revenue comes from.
AI & Automation
Let AI Accelerate Creative Production
AI drafts proposals, generates marketing plans, creates campaign briefs, and automates the administrative work that steals time from creative and strategic work.
A Day with Business in a Box
What Your Day Looks Like as an Agency Professional
Instead of juggling 10 apps, everything you need is in one platform.
The Platform
Everything an Agency Needs to Run and Scale
Not a bundle of features. A connected operating system designed for execution,
visibility, and scale. Starting at $0/month.
Dashboard
Real-time visibility into campaigns, accounts, and agency operations.
Tasks & Projects
Track campaigns, deliverables, and creative tasks with deadlines and ownership.
Chat & Calls
Internal messaging, video calls, and audio calls — connected to accounts.
Business AI
Draft proposals, plans, and briefs with AI built into every workflow.
HR & People
Manage creatives, strategists, onboarding, time tracking, and utilization.
Docs & Knowledge
Proposals, contracts, briefs, and strategy documents in one place.
Inbox & Notifications
Internal inbox for team communication, approvals, and campaign updates.
Contacts & CRM
Manage clients, prospects, media contacts, and partner relationships.
Time Tracking
Track billable hours for creatives, strategists, and freelancers.
Sheets & Reporting
Revenue tracking, account profitability, and campaign performance reports.
Replace Your Tool Stack
One Integrated Platform. Not 12 Apps.
The average agency spends $500+/month on disconnected software. Business in a Box replaces them all.
Stop paying for 12 subscriptions. Stop switching between 12 tabs. Start running your agency from one platform.
Agency Outcomes
What Agency LeadersGet Out of the Box
Agency Templates
Templates Built for Agencies
Access business templates for proposals, marketing plans, client agreements, and agency operations.
Each template is designed to help you move faster while giving your business more structure and consistency.
Ratings & Reviews
Rated Highly by Business Professionals Worldwide
What Business Leaders Say
Trusted by 250,000+ Businesses Worldwide
“We pitch 15+ clients a month. Business in a Box cut our proposal creation time from two days to two hours. The marketing plan and proposal templates are exceptional.”
Natalie Park — Managing Director, Catalyst Creative Agency
“Our digital agency used to track projects in Asana, time in Toggl, docs in Drive, and communication in Slack. Now it is all in one platform and we actually know which accounts are profitable.”
Chris DeLuca — Co-Founder, Signal Digital
“As a PR firm, confidentiality and professional documentation are everything. The NDA templates, client agreements, and organized file management gave us instant credibility.”
Amara Osei — Principal, Elevate PR & Communications
Enterprise-Ready Security
Built for Trust, Security, and Compliance
Your data is protected by enterprise-grade infrastructure and compliance standards.
Questions
Frequently Asked Questions
Stop Managing Your Agency Across 12 Apps. Start Running It from One Platform.
One platform for clients, campaigns, proposals, team management, and AI. Replace 12+ tools, save $6,000+/year, and give your agency the system it needs to scale.
Free Forever Plan · No credit card · Set up in minutes · Cancel anytime