AgencyFlow | Esteban Martinez

All-in-one SaaS platform for digital marketing agencies. Combines CRM, automations, lead capture, and calendar in a single tool with multi-tenant architecture.

The Problem

Small and medium marketing agencies use multiple disconnected tools: - HubSpot or Pipedrive for CRM - Calendly for appointments - Zapier for automations - Typeform for forms

This generates: - High costs ($200+/month per tool) - Fragmented data - Fragile integrations - Multiple learning curves

Solution

AgencyFlow unifies everything in a platform with:

Visual Pipeline CRM

┌─────────────────────────────────────────────────────────────┐
│  Pipeline: New Clients                                       │
├─────────────┬─────────────┬─────────────┬─────────────────┤
│  Initial    │  Proposal   │  Negotiation│  Closed         │
│  Contact    │  Sent       │             │                 │
├─────────────┼─────────────┼─────────────┼─────────────────┤
│ [Lead 1]    │ [Lead 3]    │ [Lead 5]    │ [Lead 7]        │
│ [Lead 2]    │ [Lead 4]    │             │ [Lead 8]        │
│             │             │             │ [Lead 9]        │
└─────────────┴─────────────┴─────────────┴─────────────────┘

Drag & drop to move leads between stages, with real-time updates via HTMX.

Automation System

Automation engine based on triggers and actions:

# Automation model
class Automation(CompanyBoundModel):
    name = models.CharField(max_length=200)
    trigger_type = models.CharField(choices=TRIGGER_TYPES)
    trigger_config = models.JSONField()
    is_active = models.BooleanField(default=True)

class AutomationAction(models.Model):
    automation = models.ForeignKey(Automation, related_name='actions')
    action_type = models.CharField(choices=ACTION_TYPES)
    action_config = models.JSONField()
    order = models.IntegerField()
    delay_minutes = models.IntegerField(default=0)

Available Triggers: | Trigger | Description | |---------|-------------| | lead_created | When a new lead is created | | stage_changed | When a lead changes stage | | form_submitted | When a form is submitted | | appointment_booked | When an appointment is scheduled | | tag_added | When a tag is added to the lead |

Available Actions: - Send email - Send SMS (via Twilio) - Add tag - Move to stage - Create task - Notify team - External webhook

Lead Capture

Embeddable forms with customizable design:

<!-- Embed code -->
<script src="https://agencyflow.app/embed.js"></script>
<div data-af-form="abc123"></div>

Forms: - Adapt to site style - Automatically capture UTM parameters - Real-time validation - Trigger automations on submit

Appointment Calendar

Integrated scheduling system:

@rt('/book/{calendar_slug}')
def booking_page(calendar_slug: str):
    calendar = get_calendar_by_slug(calendar_slug)

    # Get availability
    available_slots = get_available_slots(
        calendar=calendar,
        start_date=date.today(),
        end_date=date.today() + timedelta(days=14)
    )

    return BookingForm(calendar, available_slots)

@rt('/book/{calendar_slug}')
async def post(calendar_slug: str, slot: str, name: str, email: str):
    # Create appointment
    appointment = create_appointment(calendar_slug, slot, name, email)

    # Trigger automation
    trigger_automation('appointment_booked', {
        'appointment': appointment,
        'lead': get_or_create_lead(email, name)
    })

    return BookingConfirmation(appointment)

Hypermedia Architecture

AgencyFlow uses HTMX for a SPA-like experience without heavy JavaScript:

# Pipeline drag & drop
@rt('/leads/{lead_id}/move')
async def post(lead_id: int, stage_id: int):
    lead = move_lead_to_stage(lead_id, stage_id)

    # Trigger automation
    trigger_automation('stage_changed', {
        'lead': lead,
        'new_stage': stage_id
    })

    # Return only the updated card
    return LeadCard(lead)

<!-- Frontend with HTMX -->
<div class="lead-card"
     draggable="true"
     hx-post="/leads/123/move"
     hx-vals='{"stage_id": "target_stage"}'
     hx-target="this"
     hx-swap="outerHTML">
    ...
</div>

Multi-Tenancy

Each agency has its completely isolated space:

class CompanyMiddleware:
    def __call__(self, request):
        # Detect company by subdomain
        host = request.headers.get('host', '')
        subdomain = host.split('.')[0]

        if subdomain and subdomain != 'www':
            request.company = Company.objects.get(subdomain=subdomain)
        elif request.user.is_authenticated:
            request.company = request.user.company

        return self.get_response(request)

Tech Stack

Framework: FastHTML (Python)
Interactivity: HTMX + Alpine.js
Database: PostgreSQL
Cache/Queue: Redis + Celery
Email: SendGrid
SMS: Twilio

Metrics

50+ agencies in private beta
10,000+ leads processed
5,000+ automations executed
99.5% uptime

Next Steps

Facebook Leads integration
Analytics dashboard
Mobile app for notifications
White-label for large agencies