01
Client Management
Streamlined client onboarding, relationship tracking, and automated communication workflows.
The operating system for digital agencies
Agency operations,
streamlined for growth.
Streamline your agency operations, automate workflows, and build stronger client relationships — with Dux.
Dashboard
Search clients, projects…
MC
MRR$48,250▲ 12.4%
Active clients27▲ 3 this month
Hours saved136this month
Revenue by month2026
Live activity● Live
- Brightsmith SEO — renewal in 12 daysRenewal
- Loop Social — invoice paid · $2,400Paid
- Northlight Media — brief approvedApproved
- Harbour & Co — onboarding 80%On track
The platform
Everything you need to scale
Powerful tools designed specifically for agencies to manage clients, projects, and growth.
02
Project Analytics
Comprehensive insights into project performance, client satisfaction, and revenue optimization with actionable data.
03
Workflow Automation
Automated task management, deadline tracking, and seamless team collaboration tools that save hours every week.
04
Revenue Growth
Data-driven strategies to increase client retention, upsell opportunities, and maximize agency profitability.
One system
Run the whole client relationship from one place
Eight modules, one synced record per client. Turn on what you need — the rest is ready when you are.
01
CRM
One synced record for every client, contact, and deal.
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02
Client Portal
Your brand, one login, zero “where’s my report?” emails.
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03
Onboarding
Intake forms and e-sign that kick off delivery automatically.
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04
Projects
Tasks, deadlines, and capacity across every retainer.
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05
Messaging
Client chat and internal threads tied to each project.
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06
Billing
Invoices, subscriptions, and dunning on autopilot.
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07
Reporting
Live dashboards and scheduled client-ready reports.
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08
Automations
If-this-then-that for everything you repeat weekly.
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The switch
Quit context switching
What got you to 5 clients won’t get you to 500. Trade the tab-juggling for one system of record.
Before Dux
- Five tabs to answer one client email
- Spreadsheets standing in for a CRM
- Renewals discovered after they lapse
- Reports rebuilt by hand every month
- Tools duct-taped together with Zaps
With Dux
- One synced record behind every client
- Workflows that start themselves
- Renewals flagged 30 days out
- Live reports your clients can open anytime
- One login for your whole team
How it works
From first payment to upsell, on autopilot
See how client work moves through Dux — every step kicks off the next.
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01
Collect
Invoice paid — project created, client welcomed, brief requested.
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02
Onboard
Forms, files, and access requests gathered in the portal.
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03
Deliver
Tasks routed, deadlines tracked, capacity balanced.
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04
Communicate
Updates, approvals, and chat in one thread per project.
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05
Grow
Renewals, upsells, and referrals triggered on schedule.
300+Agencies run on Dux
1.2MTasks automated
11 hrsSaved weekly per team
98%Client retention
Customer love
What agencies are saying
“We onboard new clients in minutes now. It used to take a week and a spreadsheet.”
“Renewals used to sneak up on us. Now Dux flags them a month early — with the upsell attached.”
“Our churn basically vanished. Clients see their work happening in real time.”
Pricing
One simple price. Unlimited clients.
$99
/ team member / month
- Unlimited clients & projects
- All eight modules included
- No setup costs
- No hidden fees
- Cancel anytime
- Free onboarding migration
14-day free trial — no card required
Latest
What’s new at Dux
10/2026
Client Portal 2.0
White-label themes, custom domains, and per-client dashboards.
Read more → 09/2026Billing, out of the box
Subscriptions, dunning, and revenue recovery — no Stripe plumbing required.
Read more → 09/2026Introducing Automations
40+ triggers and actions that move client work forward while you sleep.
Read more →Focus on growth,
not operations.
Join hundreds of agencies using Dux to streamline their operations and scale their business.