Built to keep agency
data protected and
controlled.

Agencies manage sensitive information every day: client work, project files, budgets,
invoices, expenses, team data, reports, financial performance, and business decisions.

Access control

Not everyone in your agency needs access to every project, file, report, budget, or invoice. Graysync helps teams manage access based on roles, responsibilities, and visibility needs.

Control access to projects and workspaces.

Control access to projects and workspaces.

Control access to projects and workspaces.

Control access to projects and workspaces.

Role-based
visibility

Agency owners, finance teams, operations managers, project managers, creatives, and client service teams all need different views of the business. Graysync should give useful visibility without oversharing.

Project manager planning agency work on a laptop

Secure document management

Project documents, creative files, briefs, contracts, reports, financial records, and client assets should be easy to find, but not carelessly exposed. Graysync keeps documents organised in project spaces with controlled access.

Financial data control

Financial information such as budgets, expenses, invoices, payments, forecasts, and profitability should be visible to the people who need it, not everyone by default.

Team member managing project timelines at a computer

Need to discuss security before choosing Graysync?

FAQs

Everything you need to know about Graysync

Graysync is an all-in-one agency management platform. It brings your projects, resources, finances, reporting, collaboration and workflows into one connected workspace, so your team can run every job from first brief to final invoice, protect margins and spend less time chasing admin.

Graysync is built primarily for agencies, including creative agencies, marketing agencies, digital agencies, PR and communications agencies, professional services teams and in-house marketing teams.

No. Project management is one part of it, but Graysync also covers resource management, financial management, business intelligence, team collaboration and workflow automation with Gracie. Instead of stitching together separate tools, your agency gets one shared source of truth for the work, the people and the numbers.

Book a demo and we’ll walk through how your agency works today. From there, we set up your workspace, import your clients, projects and team, and help you decide which areas to switch on first. You’ll have a clear rollout plan before anyone logs in.

Pricing depends on your plan (Starter, Growth, Scale or Enterprise) and how many people will use Graysync. Book a demo and we’ll recommend the right plan for your agency and send you a quote.