Agency Solution

Scale Your Agency with Intelligent Client Communication

AI-powered calling platform that automates lead qualification, project updates, proposal follow-up, and client reporting. Close deals 45% faster, reduce admin overhead 60%, and retain 40% more clients.

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White-label branding
Project management integration
Multi-client support
45%

Faster proposal-to-close time

60%

Less administrative overhead

40%

Improvement in client retention

3x

More qualified leads handled

Built for Agency Excellence

Intelligent automation designed for creative and marketing teams

Instant Lead Response
Contact new prospects within minutes. AI pre-qualifies leads, collects creative briefs, and schedules discovery calls before competitors respond
Project Visibility Dashboard
Real-time view of all active projects, approval bottlenecks, at-risk clients, and team capacity across your entire agency
White-Label Branding
Complete customization with your agency branding, voice, and messaging. Clients experience seamless communication under your brand identity
Client Health Monitoring
AI tracks engagement patterns, satisfaction signals, and project health to identify at-risk clients and upsell opportunities proactively

Automate Every Client Touchpoint

From first inquiry to ongoing retainer management

Lead Qualification & Client Discovery
AI screens prospects 24/7, assesses project fit, and gathers creative briefs before team involvement
  • Pre-qualify leads instantly
  • Collect project requirements
  • Budget and timeline assessment
  • Filter tire-kickers automatically
Kickoff & Review Meeting Scheduling
Automated booking for discovery calls, kickoff meetings, creative reviews, and campaign check-ins
  • 24/7 scheduling availability
  • Multi-stakeholder coordination
  • 50% reduction in scheduling time
  • Automated meeting reminders
Proposal & Contract Follow-Up
Persistent follow-up sequences on proposals, SOWs, and contracts to accelerate deal closure
  • Automated proposal delivery
  • Multi-touch follow-up campaigns
  • Answer common objections
  • 45% faster close rates
Project Status Updates & Approvals
Proactive client communication about project milestones, deliverables, and approval requests
  • Automated milestone notifications
  • Asset delivery confirmations
  • Approval request reminders
  • Reduce "where are we?" calls 70%
Campaign Reporting & Performance Updates
Automated delivery of campaign reports, KPI updates, and performance summaries to clients
  • Scheduled report delivery
  • Performance alert notifications
  • ROI documentation
  • Client transparency automation
Client Satisfaction & Case Studies
Systematic feedback collection, testimonial requests, and case study interview scheduling
  • Post-project satisfaction surveys
  • Real-time NPS tracking
  • Automated testimonial collection
  • Case study development workflow

Complete Agency Management Platform

Everything you need to win, serve, and retain clients

Client Acquisition
  • Lead qualification & scoring
  • Discovery call scheduling
  • Creative brief collection
  • Budget & timeline assessment
  • Proposal tracking & follow-up
Project Delivery
  • Kickoff meeting coordination
  • Milestone tracking & alerts
  • Deliverable approval workflows
  • Revision request management
  • Launch coordination
Client Success
  • Regular check-in scheduling
  • Campaign performance updates
  • Satisfaction survey automation
  • Contract renewal reminders
  • Upsell opportunity alerts
Agency Growth
  • Referral request campaigns
  • Case study interview scheduling
  • Testimonial collection automation
  • Portfolio development support
  • Award submission reminders
View All Features

Solutions for Every Agency Type

Customized workflows for different agency disciplines

Digital Marketing Agencies
SEO, PPC, social media, content marketing, conversion optimization
Creative & Design Agencies
Brand identity, graphic design, web design, UI/UX, packaging
Advertising Agencies
Media buying, campaign strategy, creative production, brand positioning
PR & Communications Agencies
Media relations, crisis management, thought leadership, content strategy
Web Development Agencies
Website design, e-commerce, web apps, mobile development, maintenance
Social Media Agencies
Community management, influencer marketing, paid social, content creation
SEO & Content Agencies
Search optimization, content strategy, link building, technical SEO
Full-Service Agencies
Integrated campaigns, multi-channel strategy, brand development

People love FoneSwift

Results from industry leaders

100+
Businesses use FoneSwift daily
2000+
Calls processed daily
500+
Calls handled by AI
24/7
Customer support
50+
Integrations available
"FoneSwift transformed our client communication. We went from responding to leads in 24 hours to under 5 minutes. Our close rate jumped from 30% to 52%, and we're handling 3x more prospects without adding staff. The proposal follow-up alone has generated $400K in additional revenue."
Jessica Martinez photo
Jessica Martinez
Founder & Creative Director, Spark Creative Agency
"As a digital marketing agency managing 50+ active campaigns, keeping clients informed was overwhelming. FoneSwift automates project updates, report delivery, and approval requests. Our team focuses on creative work while clients feel incredibly well-served. Retention is up 40%."
Marcus Johnson photo
Marcus Johnson
CEO, Growth Digital
"We're a boutique web development agency competing against huge shops. FoneSwift gives us enterprise-level client communication at a fraction of the cost. The white-label branding makes everything feel seamless and professional. We've doubled our client base in 8 months."
Sophia Chen photo
Sophia Chen
Managing Partner, Pixel Perfect Studios

Why Agencies Choose FoneSwift

See how we compare to manual processes and generic tools

45% Faster Close Rates

Automated proposal follow-up

45% reduction in sales cycle

60% Less Admin Time

Automate routine client touchpoints

60% reduction in admin overhead

40% More Client Retention

Proactive communication

40% improvement in retention
Features
FoneSwift

AI-Powered Platform

Traditional Methods

Manual Processes

Client Acquisition
Lead Response Time
Under 5 minutes
24-72 hours
Discovery Call Booking
Self-service 24/7
Email back-and-forth
Creative Brief Collection
Automated intake
Manual forms
Efficiency & Cost
Monthly Cost
From $249/team member
$800-$2,500/member
Client Onboarding Time
60% faster
Manual processes
Administrative Overhead
Automated
Dedicated account coordinators
Client Experience
Project Updates
Proactive & automated
Client has to ask
Approval Requests
Persistent follow-up
Manual reminders
Campaign Reporting
Scheduled delivery
Ad-hoc when requested
Best For

Growth-focused agencies

See Platform Demo

Agencies with unlimited admin time

Join 400+ agencies using FoneSwift

White-label branding included
Free project management integration
30-day money-back guarantee

Frequently Asked Questions

Everything you need to know about AI automation for agencies

How does FoneSwift help agencies close more deals?

FoneSwift accelerates your sales cycle through instant lead response, automated qualification, and persistent proposal follow-up. When prospects inquire via your website or referrals, the AI immediately engages them (within minutes), collects project requirements and creative briefs, assesses budget and timeline fit, schedules discovery calls for qualified leads, and initiates automated follow-up sequences after proposals are sent. The proposal follow-up is particularly powerful - most agencies send proposals and hope for the best. FoneSwift follows up on days 2, 4, 7, 10, and 14 with tailored messages that address common objections and create urgency. Our agency customers report 45% faster close rates and significantly higher conversion from proposal to signed contract.

Can FoneSwift handle different agency service lines?

Absolutely! FoneSwift is highly customizable for different agency offerings. You can configure separate workflows for brand design, web development, SEO services, paid advertising, social media management, content marketing, and more. Each service line can have its own qualification questions (e.g., SEO agencies ask about current rankings and traffic, design agencies ask about brand guidelines and competitor preferences), proposal templates and follow-up sequences, project milestone definitions, and reporting cadences. For full-service agencies offering multiple disciplines, the system intelligently routes leads to the appropriate team based on project requirements.

How does automated project communication work?

Project communication automation keeps clients informed without manual effort from your team. You define milestones for your typical projects (kickoff, initial concepts, revisions, final delivery, launch, etc.), and FoneSwift automatically notifies clients when each milestone is reached, sends deliverables for review with approval deadlines, follows up on pending approvals to prevent project delays, schedules regular check-in calls, and delivers campaign reports on a set schedule. For example: a web design project might have milestones for wireframes, design mockups, development staging, and launch. At each stage, the client receives proactive updates and clear next steps. This eliminates 70% of "where are we?" status inquiry calls.

What about the white-label branding option?

FoneSwift offers complete white-label customization - critical for agencies where brand perception is everything. All client-facing communications use your agency branding including custom caller ID with your agency name, branded voice prompts using your brand voice and tone, your agency logo and colors in SMS/email communications, custom scheduling domains (meetings.youragency.com), and your specific terminology and messaging style. Clients experience seamless, professional communication as if you had a dedicated internal operations team. This is especially valuable for boutique agencies competing against larger shops - it projects enterprise sophistication without the overhead.

Can we use FoneSwift for campaign reporting and performance updates?

Yes! Campaign reporting automation is a huge time-saver for digital marketing agencies. FoneSwift can schedule automated report delivery (weekly, monthly, quarterly), send performance alert notifications when KPIs exceed or fall below thresholds, coordinate quarterly business review meetings, and deliver ROI summaries and case study data. For example: if you manage PPC campaigns, the system can automatically notify clients when conversion costs drop significantly or when monthly spend thresholds are approaching. This proactive communication builds trust and positions you for contract renewals and upsells. Many agencies report that consistent reporting automation directly contributes to 40% higher client retention.

How does FoneSwift integrate with agency project management tools?

FoneSwift integrates with popular agency tools including project management (Asana, Monday.com, ClickUp, Basecamp, Trello), CRMs (HubSpot, Salesforce, Pipedrive), time tracking (Harvest, Toggl, Clockify), file sharing (Dropbox, Google Drive, Box), and communication (Slack, Microsoft Teams). The integrations are bi-directional: we pull project status, milestone completion, and deliverable approvals from your PM tools, and we write back client communication history and feedback. This ensures your project management system remains the source of truth while FoneSwift handles all client-facing communication automatically. Most integrations are set up in 1-2 days.

Is FoneSwift suitable for agencies with recurring retainer clients?

Yes! FoneSwift is particularly valuable for retainer-based agencies. For ongoing client relationships, the system can schedule recurring check-in calls (weekly, bi-weekly, monthly), automate monthly performance report delivery, send proactive updates on campaign optimizations or new opportunities, coordinate regular strategy sessions, and trigger renewal conversations 60-90 days before contract expiration. The system also identifies at-risk clients based on engagement patterns - if a client stops responding or seems disengaged, it flags them for your team to intervene. For agencies with 20-50+ retainer clients, this consistent communication is the difference between 60% retention and 95% retention.

How does the lead qualification process work for agencies?

Lead qualification is customized to your agency's ideal client profile. When a prospect inquires, the AI asks targeted questions including project type and scope (website redesign, ongoing SEO, brand refresh, etc.), budget range (to filter out prospects below your minimum), desired timeline and launch date, decision-making process (who needs to approve?), previous agency experience (what worked/didn't work?), and specific pain points or goals. Based on these answers, the system calculates a lead score and either schedules a discovery call for high-fit prospects, nurtures medium-fit leads with case studies and content, or politely declines low-fit prospects. This ensures your team spends time exclusively with qualified leads who can afford your services and are ready to move forward.

Still have questions?

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Seamless Integration with Your Agency Stack

Connect with your project management, CRM, and collaboration tools

Monday

Productivity

ClickUp

Productivity

Asana

Productivity

HubSpot

CRM

Salesforce

CRM

Slack

Communication

Google Drive

Productivity

Dropbox

Productivity

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Agency Growth Strategies

Learn how leading agencies scale with automation

Agency project communication workflow diagram
Guide

How Top Agencies Keep Clients Informed (Without the Busy Work)

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Agency proposal conversion funnel with follow-up timeline
Guide

The Proposal Follow-Up System That Closes 45% More Deals

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400+ Agencies Already Using FoneSwift

Ready to Scale Your Agency?

See how FoneSwift can help you close more deals, deliver better client experiences, and grow faster - all in a personalized demo for agency professionals.

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White-label branding included
Special agency pricing available
30-day money-back guarantee