The Agaro workspace
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From the first customer record to the final payment, every tool shares the same workspace. Search the full collection or browse by area.
Accounting
Explore area →Invoices
Create, send, and track invoices from your customer and catalog records. Email them with reminders, share a payment link, set payment schedules, issue credit notes, and run recurring invoices and subscriptions. Add custom invoice fields in Studio.
Customer and catalog contextPayments
Record payments against the invoices they settle, send payment links customers can pay online, and review transactions and payment analysis. Recurring revenue and receivables sit in the same workspace.
Payments tied to invoicesExpenses
Capture expenses with receipt uploads, send them for approval, post them, and reimburse the employee. Track recurring costs, company cards, and spending analysis, and add your own fields in Studio.
Everyday expense recordsIncome
Record income that does not come from an invoice and keep it beside invoiced sales and costs. Add your own fields in Studio.
Revenue beyond invoicesBank
Import or connect bank transactions, reconcile them with reconciliation models, record internal transfers, and manage business loans from one accounting area.
Transactions and connectionsVendor Bills
Capture vendor bills by hand, email, or PDF, post them, register payments, and review what remains payable. Add your own fields in Studio.
Capture the billReports
Profit and loss, balance sheet, cash flow, trial balance, ledgers, aging, budgets, cash forecast, tax liability, and year end reports, with CRM reports alongside. Follow a total back to the records behind it.
Financial statementsTaxes
Manage tax rates and fiscal positions, track VAT and tax returns by period, and review payroll taxes. Cash basis reporting is available, and tax records can carry your own fields in Studio.
Rates your business chargesLoans
Manage amortized business loans inside Accounting. Record principal, rate and term, review the repayment schedule, and post drawdowns and installments to the ledger.
An amortization schedule you can followBudgets
Plan amounts by account and period, then compare the budget with actual figures read from your accounting ledger.
Account based planningQuotes
Create and follow estimates using the same customer, line item and document framework as your invoices.
A dedicated quote listCRM
Explore area →Contacts
Companies and people with addresses, notes, and history in one place, shared by sales, marketing, and finance. Add your own custom fields and shape the list, grid, and board views in Studio.
People and companies, togetherLeads
Capture leads through intake forms, move them through pipeline stages you define on a list or kanban board, and convert the winners to customers. Add custom fields, and every stage change stays in the record history.
A pipeline you can readScheduling
Calendar, bookings, and event types beside your contacts. Connect Google Calendar or Outlook Calendar, take bookings, and keep each meeting on the customer record.
Bookings with contextEvents & Bookings
Create event types with their own booking forms, availability, and confirmation rules inside Scheduling. Guests pick a time, you approve when needed, and the booking lands on the shared calendar. Event fields can be customized in Studio.
Event types inside SchedulingPipeline
See the lead board, the opportunity pipeline, and the forecast together. Edit stages, assign owners, and keep next steps in view for the sales team.
Lead and opportunity boardsOpportunities
Follow opportunities through their stages with customer context and open next steps. Add custom fields, and keep the forecast close to the deals behind it.
Opportunity recordsSales Teams
Organize sales teams, leaders, monthly targets, and lead assignment limits. Make ownership clear as new opportunities arrive, and add team fields in Studio.
Teams and leadersCommissions
Set up sales commission plans, tiers, and individual achievements, and keep the incentive structure connected to your sales team. Plan fields can be customized in Studio.
Commission plansProductivity
Explore area →Studio
Customize the modules you already use and build your own, by describing what you need in Studio chat. Change summary cards, views, columns, and required fields, add custom fields, and publish each change as a reviewed change set with undo and version restore. Studio is for owners and managers, and custom records keep workspace permissions and activity history.
Define your recordsTasks
Tasks with owners, due dates, states, and recurring work, with My Today and team views in list or board layout. Log time against tasks and sync with Google Tasks or Microsoft To Do. Add custom task fields in Studio.
Assigned work with a stateProjects
Organize project work, assign tasks, track a budget, and follow delivery progress. Start repeatable work from templates, and add project fields in Studio.
Project recordsApproval Center
Bring requests waiting for approval into the task workflow. Keep the decision, the responsible person, and the work it affects together.
A place for waiting decisionsKnowledge Base
Organize company knowledge and personal knowledge in the workspace. Keep useful information available to your team and the assistant within their access.
Workspace knowledgeActivity Log
Review recorded business activity and notifications in one place. Keep a trace of the actions performed across your workspace.
Recorded changesWorkflows
Build visual workflows from triggers, conditions, and actions across Agaro and connected apps. Start from templates, keep credentials and variables in one place, and review every execution.
A visual workflowData Cleaning
Find duplicate records, review merge candidates, recycle stale data, and standardize field values with controlled workspace tools.
Duplicate detectionAgaro Agent
Ask Agaro Agent to find records and do supported work, such as preparing invoices or updating tasks, across the modules you have installed. It acts within your permissions, asks for confirmation where required, and records the result in the activity log.
Business context firstUsers & Roles
Manage who can sign in, invitations, roles, and access reviews, with permissions that decide which records and actions each person can use. Roles and access rules apply across every module.
A workspace membership viewCompanies
Organize the companies and workspaces you can access, and review permitted portfolio information without losing each workspace’s boundaries.
Company membershipFile Manager
Keep your workspace images in one library with folders, tags and descriptions, so the team finds an approved image instead of uploading another copy.
A shared image libraryWebsite
Explore area →Website Builder
Build landing pages, websites, storefronts, and portfolios with forms that become leads and a catalog that comes from your workspace.
Build your public experienceDomains
Search for a domain, review the registration price, manage DNS, and connect the domain to a site published with Website Builder.
Domain search and purchaseWebsite Visitors
Review recent visitors to your published sites and the customer records linked to their activity, when a link is available.
Published site trafficHuman Resources
Explore area →Employees
Directory, org chart, departments, performance, timesheets, recognition, equipment, onboarding, learning, benefits and separation. Add custom employee fields in Studio and keep the working relationship around one employee record.
The whole employee workspaceAttendance
Clock in and out, set working schedules, define overtime rules, and review attendance reports. Approved hours and overtime flow into payroll work entries, and time off and lunch live in the same area.
Record the working dayTime Off
Employees request time off, managers approve it, and allocations are tracked per person. Approved leave carries into working schedules and payroll work entries, with reporting on who is away.
Requests with a homePayroll
Run payroll from contracts, salary structures, work entries, and approved adjustments. Each run produces payslips, payouts and bank files, and a payroll journal for accounting. Localization covers Saudi Arabia (GOSI, end of service, Wage Protection System), the UAE (WPS, end of service accrual, salary advances), and the US (W4 elections, Forms 941 and 940, W2).
Built from stored inputsAppraisals
Run reviews from templates and cycles, set goals, and analyze results and skills growth. Managers work with their team, employees see their own, and appraisal fields can be customized in Studio.
Reviews on the employee recordFleet
Vehicles, models, categories, drivers, service records, and accidents in one fleet register tied to your employees. Add custom fields to vehicles, models, and services in Studio.
Vehicles and driversFront Desk
Register expected visitors, check them in and out at the desk or a kiosk, and notify the host. Visitor fields can be customized in Studio.
Visitor preparationLunch
Employee lunch orders, vendor menus, prepaid balances, and daily vendor orders. Vendor and product fields can be customized in Studio.
Vendor menusMarketing
Explore area →Marketing Overview
One overview of campaigns, email, social, and sequences, built on the contacts and leads you already have. Connect your sender and social accounts once in Connections.
One marketing overviewCampaign Portfolio
Plan campaigns on a board with editable stages, owners, audiences, and status. Track the work across email, social, and sequences against the same customer records.
A portfolio of real recordsEmail Marketing
Design and send email campaigns to your contacts and leads, then review results in email analysis. Keep a blacklist so you stop mailing people who should not be contacted.
Use your workspace audienceSocial Marketing
Connect social accounts, schedule and publish posts, follow feeds, and keep the published history beside the leads and customers you want to reach.
Connected social accountsMarketing Automation
Build message sequences from templates that react to replies, bookings, and stage changes in your ERP. Each next step follows what the customer actually does.
Start from real eventsAdvertising
Connect supported advertising accounts, review authorization status, and open the campaign tools available for those connections.
Advertising connectionsConnections
Manage the email, social, LinkedIn, and advertising connections available to your workspace from one marketing area.
Email sender connectionsOperations
Explore area →Products
One catalog of products with categories, variants, prices, and export. Orders, inventory, invoices, and your storefront use the same record. Add custom product fields in Studio.
Your product masterServices
Your service offerings and prices in a shared catalog, connected to the customer and the work your team delivers. Add service fields in Studio.
A service catalogOrders
Customer orders with their customer, items, and shipments in one record, plus online store channels such as Square. Add custom order fields in Studio.
Customer order recordsInventory
Stock, value, movements, lots, serial numbers, expiry, kits, units of measure, cycle counts, reorder rules, safety stock, and forecasts across warehouses, with barcode scanning. Product records and warehouse activity stay connected.
Stock and movement visibilityShipments
Track customer shipments from draft through carrier handoff and delivery. Keep shipping details connected to the order they fulfill.
A shipment for the orderProcurement
Vendors, requests for quotation, purchase agreements, purchase orders, receipts, and supplier returns in one purchasing workflow, with procurement reports.
Vendors and quotationsWarehouse
Locations, transfers, picking, packing, wave picking, putaway rules, cross dock, batches, carriers, quality inspections, scrap, and stock counts, with a full movement history tied to the inventory it changes.
Locations and transfersSales
Manage sales orders, reservations, deliveries, and customer returns. Follow the operational work behind a fulfilled customer order.
Sales ordersNo matching tools.
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