AI Project Management for Agencies
Build an agency-first PM tool with AI status updates, client portals, and retainer tracking.
In plain English
Agencies that juggle many clients can track tasks, timelines, and ongoing monthly jobs here, and give each client a page of their own. The AI drafts status emails, points out risks, and sends reminders, while people still review the important notes. Agencies pay for each person using it, plus the client page, because they want that status work started for them. A person still does a lot of this business, including selling to agencies and helping a new agency get set up. Connecting the tool with software an agency already uses stays human as well, while drafts, reminders, and billing sit with the AI.
Operator: Not disclosed on TrustMRR
Revenue independently checked: documents reviewed by a publication, or a public dashboard.
Not disclosed.
The tool stack
Billing
OpenAI API ↗LLM / vision
Cursor ↗AI-assisted coding
Prices are the vendors' published list prices as researched in Oct 2026 and change often — always check the vendor's pricing page.
Step-by-step setup
- Ship tasks, timelines, client portals for agencies.
- Add AI that drafts status emails and risk flags.
- Price per seat + client portal.
- Migrate agencies from Asana/ClickUp with import.
What's automated vs. the human 35%
The machine does
- Status drafts
- Reminders
- Billing
You still do
- Agency sales
- Onboarding
- Integrations
Overview
Agency-focused project management with AI assist. Stripe-verified on TrustMRR.
Realistic income
TrustMRR lists Project A as Stripe-verified. Check the live listing for the current MRR snapshot — figures move. This is one company’s result and doesn’t predict yours.
Risks
- Asana/ClickUp/Monday dominate.
- Agency switching costs are high.
- AI features are table stakes now.
*Income figures are illustrative ranges based on public pricing and typical outcomes reported by practitioners, not guarantees. Most new online businesses earn little or nothing at first. Not financial, legal or tax advice.
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