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Agency Pilot review

Client onboarding, reporting and billing for marketing agencies in one login
No verified user reviews yet · #1 of 2 in Agency Management · Reviewed October 31, 2026
WebiOSAndroidPaid · SubscriptionSaaS
86/100
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Starting price$39/mo
Free planNo
Free trial14-day trial
Best fit1–75 clients
DeploymentCloud / SaaS, LeadPulse mobile app
HeadquartersLitchfield, OH

Bottom line

Agency Pilot bundles the operational tools a local SEO or marketing agency otherwise buys separately: client access requests through a single onboarding link, a CRM, geo-grid rank tracking, SEO audits, client reporting, a portal, lead attribution and heatmaps. Credits pay for the things that cost money to run (scans, audits, reports, citations). For a small agency it replaces several subscriptions and the week spent chasing client logins. It is a young product with a short integration list and a credit system you need to understand before buying. Disclosure: Agency Pilot shares an owner with this site; it is scored on the same criteria as every other product and its rank is not adjusted.

Choose Agency Pilot iflocal SEO and marketing agencies with 5–75 clients, or freelancers who want onboarding, reporting and a client portal without five tools.
Look elsewhere ifagencies that need best-of-breed rank tracking or reporting with hundreds of integrations, or large agencies with 150+ clients who need enterprise controls and SLAs.

Disclosure. Agency Pilot and Best Software Reviewed share an owner. It was scored on the same rubric as every other product; Read our disclosure policy.

What is Agency Pilot?

Agency Pilot is management software for local SEO and marketing agencies. A single onboarding link gets the agency into a client's Google, Meta and other accounts without passwords, then a Mission Control screen tracks every client's spend, leads, rankings and revenue. Reporting, a client portal, invoicing, project management and local SEO audits are included; usage-based credits pay for scans, audits and reports.

Who it's for

  • Local SEO and marketing agencies with 5–75 clients
  • Freelancers who want onboarding, reporting and a client portal without five tools
  • Agencies that want AI assistants (Claude, ChatGPT) to read client data through MCP

Who should look elsewhere

  • Agencies that need best-of-breed rank tracking or reporting with hundreds of integrations
  • Large agencies with 150+ clients who need enterprise controls and SLAs
  • Teams uncomfortable with credit-based metering for scans and reports

Typical uses

  • Onboarding a new client with one link that grants Google and Meta access
  • Monthly branded reports and a portal clients can check any time
  • Geo-grid rank tracking and local SEO audits
  • Lead attribution and call tracking (with Lead Source) across client campaigns

Key features, tested

Client access requests

One link lets a client connect Google Ads, Analytics, Search Console, Business Profile and Meta at the access level you choose, with no password sharing; the agency is added automatically where platforms allow and guided where they don't.

Mission Control

A single screen across every client showing spend, leads, calls, traffic and rankings with change indicators, so the agency sees who needs attention first.

Local SEO tools

Geo-grid rank tracker, SEO audit tool, citation and backlink ordering, paid with monthly credits that scale by plan.

Reporting and client portal

Branded reports that notify you when opened, a client portal and the LeadPulse app for clients to check results, with Google and Meta data built in.

Attribution, heatmaps and chat

Agency and above add server-side tracking, lead attribution, conversion reporting, heatmaps, session recording (add-on), internal team chat and client chat, plus webhooks and MCP connections for AI apps.

Screenshots

Homepage
Homepage · 1 of 3

Agency Pilot pricing 2026

Freelancer

$39/mo ($468 billed yearly)

5 clients, up to 2 users, 1,500 credits a month.

  • 5 clients and 2 users
  • Client onboarding links
  • Client portal and Mission Control
  • Google and Meta reporting
  • Local SEO scans, audits and reports

Agency

$143/mo per block of 15 clients

Unlimited users, 4,500 credits per block, attribution, heatmaps and chat.

  • Clients in blocks of 15
  • Unlimited users
  • Lead attribution and conversion tracking
  • Heatmaps and session recording (add-on)
  • LeadPulse app, webhooks and MCP

Powerhouse

$397/mo ($4,764 billed yearly)

Up to 150 clients, 25,000 credits, rollover and priority support.

  • Up to 150 clients
  • Unlimited users
  • 25,000 credits a month
  • Unused credits roll over
  • Priority support

Enterprise

Custom

150+ clients with custom credits.

  • 150+ clients
  • Custom credit allocation

What the sticker price leaves out. Credits meter scans, audits, reports, citations and backlinks; plans include a monthly allowance (1,500 on Freelancer, 4,500 per 15-client block on Agency, 25,000 on Powerhouse) and only Powerhouse rolls unused credits over. Agency clients are sold in blocks of 15. The 14-day trial includes 300 credits and requires a card.

Starting price is 60% below the category median for Agency Management tools we list (median $97/mo). Prices checked October 31, 2026; confirm on the vendor's pricing page before buying.

Agency Management feature checklist 8 of 8

The features buyers in this category ask for most, and whether Agency Pilot includes them on a plan you can actually buy. Percentages show how many agency management buyers call each one essential.

✓Client onboarding links80%
✓Client reporting93%
✓Client portal71%
✓Rank tracking66%
✓Invoicing & payments62%
✓Project & task management74%
✓Lead attribution58%
✓White-label reports69%

Integrations, deployment and support

Integrations

Google AdsGoogle Analytics 4Google Search ConsoleGoogle Business ProfileMeta AdsStripeLead SourceWebhooksMCP (Claude, ChatGPT)Zapier

Deployment

  • Cloud / SaaS
  • LeadPulse mobile app
  • Mac desktop screen recorder

Support

  • Email
  • Live chat
  • Priority support (Powerhouse)

Training

  • Documentation
  • Product walkthrough
  • Onboarding call

Platforms

  • Web
  • iOS
  • Android

Agency Pilot pros and cons

Pros

  • One onboarding link replaces chasing client logins
  • Reporting, portal, invoicing and project management in one subscription
  • Local SEO audits and rank tracking built in

Cons

  • Credit-based usage pricing takes some getting used to
  • Younger product with a smaller integration list than established tools
  • Agency plan adds clients in blocks of 15

Agency Pilot user reviews

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Agency Pilot alternatives and comparisons

GoHighLevel81

Best for marketing agencies that want to run client campaigns and resell a white-label platform

$97/mo · 14-day trial

All Agency Pilot alternatives · Best agency management software 2026

Agency Pilot FAQ

How much does Agency Pilot cost?

Freelancer is $39 a month for 5 clients, Agency is $143 a month per block of 15 clients with unlimited users, and Powerhouse is $397 a month for up to 150 clients. All include a 14-day trial with 300 credits.

What are credits used for?

Credits pay for actions that cost money each time they run: SEO scans, audits, report generation, citations and backlinks. Core features like the CRM, portal, onboarding links and dashboards do not use credits.

Is Agency Pilot related to Best Software Reviewed?

Yes. Agency Pilot and Best Software Reviewed share an owner. The listing carries a disclosure, the product is scored on the same four criteria as every other listing, and its rank is not adjusted. See our disclosure page.

Does Agency Pilot include call tracking?

Call tracking comes from its sister product Lead Source, which feeds call data into Agency Pilot's dashboards and reports.

Is there a free version of Agency Pilot?

No. Agency Pilot has no free plan, but offers a 14-day trial so you can test it before paying.

What are the best alternatives to Agency Pilot?

In Agency Management, the closest alternatives we rate are GoHighLevel (81/100). See the full list of Agency Pilot alternatives for a side-by-side comparison.

How we reviewed Agency Pilot

We score every product on four weighted criteria: ease of use (25%), features (30%), value (25%) and support (20%), from hands-on testing of the plans buyers can actually purchase, the vendor's published pricing and documentation, and verified user reviews. Vendors cannot pay for a higher score or a better rank; paid placements are labelled. This review was last updated on October 31, 2026. Read the full methodology and our disclosure policy.