An AI assistant, a sales CRM, clients & retainers, commissions, media-buying money-flow, invoicing, online payments, and a branded client portal — all in one place, built for marketing agencies.
Stop stitching together spreadsheets, a CRM, an invoicing app, and five other tabs — plus an AI assistant that runs it all for you, by voice. Wieldy replaces the lot.
Ask by text or voice — "what's my dashboard," "who owes me," "tell Amr to post for EZ Abayas." It reads your data and takes actions. Speaks English & Egyptian Arabic.
Track every contract, monthly retainer, renewal, and who's ending soon — in a list or a board.
A visual pipeline that captures leads from WhatsApp & your website automatically, with follow-up nudges so nothing slips.
Send a proposal, the client signs online, and it becomes a client + first invoice automatically.
A task board, timeline and content calendar to track every deliverable from to-do to client-approved.
Auto-generate retainers, chase overdue invoices, and let clients pay by card online.
Auto-calculated sales commissions by tier, monthly goals, payout runs, and printable statements.
Follow ad money from client → your account or media buyer → spend, with full reconciliation.
Connect Meta & Google Ads to pull real ad spend into every campaign automatically — no more manual reports.
Clients log in — with your logo & colors — to view invoices, pay, and approve deliverables.
A public meeting-booking page, plus 20+ built-in robots that chase approvals, flag overspend, and run onboarding for you. See the automations →
P&L, cash flow, per-client margin, CAC/LTV, and one-click CSV export for your accountant.
A full people directory, documents with auto expiry alerts, payroll runs and payslips — your whole team's HR in one place.
Send tracked campaigns to your leads & clients — templates, scheduling, open/click tracking and one-click unsubscribe, built in.
Branded monthly performance reports build themselves and email to each client — content, deliverables, ad spend and hours.
A permissioned file drive for the whole company, plus scoped guest access so freelancers help on set work — no extra seat needed.
Wieldy ships with 20+ built-in automations — little robots that watch your leads, work, and money and act the moment something needs attention. No Zapier, no code. Flip on the ones you want; they run quietly in the background and ping you in-app, by email, Slack, or WhatsApp.
New WhatsApp & website leads get an instant follow-up — and escalate to a manager if they sit untouched. Speed wins the deal.
When a deal is won, Wieldy emails the contract to sign, spins up the project from a template, and seeds the content calendar.
Deliverable waiting on the client? Wieldy nudges them and your account manager until it's signed off.
Get warned before a client burns through their retainer hours or a campaign overspends its ad budget.
Overdue invoices get chased automatically, and clients get a receipt the moment they pay.
Every account manager is reminded days before a contract comes up for renewal — so you keep the business.
A weekly digest keeps each client in the loop — what's awaiting approval, what's coming up, what's owed.
Route any robot to in-app, email, Slack, or WhatsApp — with quiet hours so nobody gets pinged at 3am.
…and more: idle-lead nudges, proposal follow-ups, task escalations, monthly content projects, weekly team summaries. Set them once — Wieldy runs your agency in the background.
Real screens, not mockups — click through the pieces your team will use every day.
Here's the kind of difference Wieldy is built to make for a growing agency.
"Everything used to live in five spreadsheets and my head. Now retainers, commissions, and profit per client are all in one screen — I actually know my numbers."
"The media-buying money-flow is the killer feature. Client money in, transfers to our buyer, ad spend out — reconciled automatically. That alone was worth it."
"Sending a proposal that turns into a client and first invoice on its own feels like magic. Clients love the branded portal too — we look far bigger than we are."
Every plan starts with a 7-day free trial. No credit card to start.
Yes. Three-month retainers, first-month and tiered sales commissions, and media-buying reconciliation with your buyer are core features — not bolt-ons. It's shaped around how agencies actually make money.
No. Every plan starts with a 7-day free trial with no credit card required. Sign up, add your first client, and explore everything in a few minutes.
Three simple, flat plans — Growth $59/mo (6 seats, core ops, sales CRM & the AI assistant), Pro $105/mo (15 seats, white-label, client portal, and live Meta & Google Ads sync), and Scale $174/mo (unlimited seats and multi-branch HQ). These are launch prices — 40% off and locked for life if you join during the launch. No per-client fees, ever.
A built-in assistant you talk to by text or voice. Ask it "what's my dashboard," "who owes me money," or tell it "assign Amr a post for EZ Abayas" — it reads your live data and takes actions, all scoped to each person's permissions. It even speaks Egyptian Arabic. Included on every plan, with a generous monthly allowance that grows with your tier.
No — Wieldy has 20+ automations built right in, no Zapier, no code, no extra subscription. Toggle on the ones you want in Settings and they run in the background: instant lead follow-ups and escalations, auto-sending contracts and spinning up projects when a deal is won, chasing client approvals and overdue invoices, warning you before a retainer or ad budget is blown, renewal reminders, weekly client and team digests, and more. Each robot can notify you in-app, by email, Slack, or WhatsApp — with quiet hours so nobody's pinged overnight.
Yes, on Pro and Scale. Each client gets a secure portal — with your own logo and colors — where they can view and pay their invoices and approve deliverables. They only ever see their own account, never your internal numbers.
Yes. Clients can pay by card through Stripe, and the payment is recorded against the invoice automatically. You can also record cash, bank transfers, and other methods manually.
Completely. Every agency's workspace is fully isolated — only your team can see your data. Access is role-based, so account managers, sales reps, HR, and staff each see exactly what they should and nothing more.
Yes. Add owners, account managers, sales reps, HR, and staff, each with the right permissions. Growth includes 6 seats, Pro up to 15, and Scale is unlimited.
Of course. Wieldy is month-to-month — upgrade, downgrade, or cancel whenever you like from the billing portal. No lock-in.
Set up your workspace in minutes and see every client, dollar, and deliverable in one place — or jump into the live demo first, no sign-up needed.
Drop in your email and jump straight into a fully-loaded Wieldy workspace — no signup, no password.
