Wieldy
Deployment
Overview
About Wieldy
Wieldy is agency management software for marketing, creative and digital agencies of 5 to 50 people who run on spreadsheets and a dozen tools that don't talk to each other. It started as the internal system of a working marketing agency, so the things agencies make money on are core features: monthly retainers and profit per client; branded invoices with online card payments and reminders; first-month and tiered sales commissions worked out automatically; media-buying money flow (client ad money in, transfers to the buyer, spend out); a sales CRM fed by website forms and WhatsApp; projects, tasks, approvals and team chat; a branded client portal; HR records and payroll; 20+ built-in automations; and an AI assistant that answers questions like "who owes us money?" from your live data, in English or Arabic.
Pricing is flat per workspace, not per user.
At a glance
Software information
Industries served, licensing and the support Wieldy provides.
Industries
- Marketing-advertising
- Design
Licensing
- Proprietary
- Monthly Payment
- Annual Subscription
- Free trial
Support
- 24x7 Support
Training
- Documentation
Knowledge Base
Capabilities
Wieldy features
The full feature set, grouped by module.
Project Management
- Alerts/Notifications
- Collaboration
- Document Management
- Dashboard
- Expense Tracking
- Project Tracking
- Project Planning
- Reporting and Forecasting
- Resource Management
- Task Management
- Workflow Management
- AI Features
CRM
- Calendar & Task
- Contact Management
- Collaboration Tools
- Email Integration
- File Management
- Lead Management
- Mobile Access
- Pipeline Management
- Reporting
- Sales Automation
- Security
- Workflow Automation
- AI Features
Plans
Wieldy pricing
- Clients retainers proposals and invoicing
- Tiered sales commissions and CRM
- Projects team chat and automations
- AI assistant with 200 questions a month
- Branded client portal and white label
- Meta and Google Ads sync with media buying money flow
- Automated client reports and API and webhooks
- AI assistant with 900 questions a month
- Unlimited seats
- Multi branch HQ with separate branch workspaces
- AI assistant with 1200 questions a month
Works with
Integrations
Wieldy connects with the tools your team already uses.
Media
Screenshots & video
