Onboard Clients and Manage Your Agency Tasks With Ease
Finally a task management and onboarding solution designed for marketing agencies and consultants
“I have worked in Internet Marketing for over a decade. By far one on the biggest issues is project/customer management.
Evolutly, definitely offers an easy platform to manage your projects and the team members that you assign tasks to!
Any Internet Marketer would benefit from being better organized. Thanks for the great software tool!"
Glen Ingram - Owner of Web Search Pros
About Evolutly
Evolutly focuses on simple task management for marketing agencies, freelancers and consultants.
Scale With Confidence
As you build your team Evolutly handles all of your task management.
Designed with agencies in mind, it's simple to view progress, onboard clients and assign employee tasks for every project.
“Evolutly is a really great solution for organizing client SEO tasks and projects as well as managing and delegating tasks to outsourcers. ”
Greg Jeffries - Owner of IMSource Marketing
Manage Client Tasks
Manage all of your client tasks in one simple dashboard
Onboard Clients With Ease
Create custom onboarding intake forms for new clients
Track Virtual Assistants
Assign tasks and keep track of projects
Designed For Ultimate Task Management
Designed For Digital Marketing Agencies
This software was designed with agencies and consultants in mind.
Most task management tools are very broad in nature and are not designed to work with how an agency would tackle task management.
Quick Insights
Want to know how far a client has progressed with tasks in a given month?
We give you a quick progress status you can view to see exactly how many tasks were completed for that client’s campaign at anytime.
White Label Reporting
Export task reports into a PDF using your own company logo and branding.
You can share these reports to show clients progress and keep them updated.
Client Task Management
Manage your client tasks with ease using a simple sub-task system for organizing your projects and to do lists.
Add Custom Training Videos
Want to train your employees or virtual assistants on a specific task?
Add your own custom training videos and integrate them within your client tasks.
Customized Onboarding
Tired of hunting down emails and documents with all your clients information?
Create a customized on-boarding questionnaire for your clients asking questions about their company, password information and more to store inside of each client’s dashboard.
Template Management
Have a set series of tasks for each client?
Save templates for all of your tasks and import them across each client campaign. Easily implement a list of tasks you can use over and over again with new clients.
Unique Point System
Use our integrated point system to assign a point value to your tasks.
You can tally up points based on an entire campaign and use points to add more weight to a given task.
testimonials
What Agency Owners Are Saying About Evolutly
It takes an incredible amount of time and organization to run my marketing agency.
The funny thing is, that the more clients I get, the less time I have to keep my ducks in a row.
The new Evolutly software helps me to centralize all of my project workflow in one easily accessed area, and can keep my entire team on the same page. If your constantly wasting time double checking your project management like I was, I recommend picking up a copy of Evolutly.
Nick Ponte
Owner of Nick Ponte Marketing
Watch The Live Demo
Manage Client Tasks With Ease
Manage your client tasks with ease using a simple sub-task system for organizing your projects and to do lists.
Onboard Your New Clients Using Custom Questionnaires
Our onboarding process is simple. You can create a custom template each and every time you bring on a new client.
Send them the questions and all of their data will be stored within your client's campaign so you never need to worry about losing those emails or documents again.
These Customers Love Evolutly
Evolutly not only solves the problem of easily managing our monthly client SEO tasks, clients love the transparency that they can log in to Evolutly at any time and see the status of work on their accounts.
Dave Wunsch
Owner of ProRank Digital
Evolutly could not have come at a better time!
My business has really grown in the last year and keeping track of VA’s work and allowing clients to see progress has been a challenge, until now.
I remember John being frustrated on trying to find a software like this but failed, so he created it himself. John is a true visionair in the digital marketing world!
Paul Leary
Owner of Are You On Page 1 Marketing
About The Creators
John Shea & Paul James
We created Evolutly based on our own "pain points" when working with clients on a day to day basis.
John was highly inspired by Trello during the build of the project. We specifically wanted features that catered to people running marketing agencies.
Get Started With Evolutly Today
Annual Plan
Our yearly plan
$
948
/year
FAQ
Here are some common questions about Evolutly
What happens when the trial period is over? Will we be charged?
Are there any user limitations?
Are there any limits to adding clients or campaigns?
What can Evolutly do in terms of Whitelabel reporting for my clients?
What are the biggest differences in Evolutly vs. other task management solutions?
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