The Agency Management Software That Actually Keeps Up With Your Team
Stop switching between tools — run clients, projects, timesheets, invoicing, and team chat from one HIPAA-compliant platform.
Running an agency means juggling clients, deadlines, invoices, and a whole team all at the same time. Hexa Piper brings every piece of that puzzle into one clean, easy-to-use platform so you can stop switching between tools and start focusing on what matters: delivering great work.
What Is Agency Management Software — And Why Does It Matter?
Agency management software is a platform that helps agencies handle their day-to-day operations from one place. Think client management, project tracking, team timesheets, invoicing, and payments — all connected, all talking to each other.
Most agencies end up stitching together 5–7 different tools just to stay afloat. That works, until it doesn't. Things fall through the cracks, your team spends more time updating spreadsheets than doing actual work, and billing becomes a nightmare.
Hexa Piper solves exactly that. It's one HIPAA-compliant platform built for agencies of all types — marketing, healthcare, staffing, consulting — that want to run leaner and smarter.
Everything Your Agency Needs, Right Out of the Box
Here's what you get the moment you log into Hexa Piper:
- CRM & Client Management — Keep all your client info, contacts, and history in one place. No more hunting through email threads to find a contract or call note.
- Time Tracking + Payroll — Your team logs hours directly in the platform and those hours feed straight into payroll. Less admin, fewer errors, happier staff.
- Invoicing from Your CRM — Turn a client into an invoice in a few clicks. Track payments, send reminders, and stay on top of what's owed without switching apps.
- Online Payments & ACH — Accept payments directly through the platform. Give clients an easy way to pay and cut down on your receivables lag.
- Task Management with Kanban — Plan projects, assign tasks, track progress visually. Your team always knows what's next and nothing slips through the cracks.
- HIPAA-Compliant Team Chat — Need to discuss sensitive client info? Built-in chat is HIPAA-compliant by default — safe for healthcare agencies, useful for everyone.
- Secure Document Management — Store, share, and organize client files securely. Role-based access means the right people see the right things — nothing more.
- Income & Expense Tracking — Get a clear picture of your agency's financial health. Track what's coming in, what's going out, and where you can tighten things up.
- Vendor Management — Manage freelancers, contractors, and third-party vendors alongside your internal team — all from the same dashboard.
- Built-In Password Manager — Share login credentials securely with your team. No more sticky notes, no more risky spreadsheets.
Built for All Agency Types
Whether you're a 5-person boutique or a 50-person operation, Hexa Piper scales with you. Here's who it's built for:
- Marketing & Digital Agencies — Manage client campaigns, track billable hours, and invoice faster.
- Healthcare Agencies — Stay HIPAA-compliant while managing staff, clients, and patient-related documents.
- Staffing & Recruitment Agencies — Track candidates, manage vendor relationships, and automate payroll.
- Consulting Agencies — Keep project notes, track time, and deliver clean invoices to every client.
- Creative & Design Agencies — Organize briefs, approvals, and client feedback in one shared workspace.
Why Agencies Choose Hexa Piper Over a Stack of Separate Tools
Most agency tools are built for one job. Hexa Piper is built for your entire agency. With Hexa Piper, you're not paying for five separate subscriptions or spending hours making tools talk to each other. Everything is already connected and HIPAA-compliant from day one.
| Before | With Hexa Piper |
|---|---|
| A standalone CRM subscription | CRM & customer management — included |
| A time-tracking app | Timesheets with approvals & billable hours — included |
| A project/task board | Kanban & list task management — included |
| Invoicing software | Invoicing with automated reminders — included |
| A team password manager | Built-in password manager — included |
| A vendor/contractor spreadsheet | Vendor management — included |
See how we compare: Hexa Piper vs Thryv · vs monday CRM · vs Zoho CRM
HIPAA Compliance on Every Single Plan
Most platforms bolt on HIPAA compliance as an expensive add-on. Hexa Piper includes it on every plan — even the free one. If your agency works with any health-related clients or employee health data, you're covered without paying extra.
Encrypted communications · Role-based access controls · Audit trails · PHI protection. Read the full security overview or HIPAA compliance details.
Simple Pricing. No Surprises.
Hexa Piper starts at $0 per month. You get full access to core features without needing to hand over a credit card. As your agency grows, plans scale with you — and every tier includes HIPAA compliance.
- Free plan available — great for small teams getting started
- Paid plans for growing agencies with advanced needs
- No hidden fees, no surprise overage charges
- Free 1-month trial on all plans
Getting Started Is Easier Than You Think
Most agencies are up and running on Hexa Piper in a single day. Here's how it works:
- Create your free account — Tell us about your agency: team size, current tools, key pain points. No credit card required.
- Set up your workspace — Add your team members, clients, and turn on the modules you need. No technical skills required.
- Start running your agency from one place — Your team logs in, picks up their tasks, tracks time, chats securely — and you manage everything from one clean dashboard.
30-minute walkthrough · Personalised for your agency type · Setup in minutes
Questions? We've Heard Them All.
Is Hexa Piper really free to start?
Yes. Hexa Piper offers a free plan with access to core features and a free 1-month trial on paid plans. No credit card required to get started.
Do I need to be a healthcare agency to use HIPAA-compliant features?
Not at all. HIPAA compliance is available on every plan and is useful for any agency handling sensitive client or employee data. It's a security standard, not just a healthcare requirement.
How many users can I add?
Hexa Piper is built for teams of 5 to 50 people. Whether you're a small boutique or a mid-sized operation, the platform grows with you.
Can I replace my current tools with Hexa Piper?
That's exactly what Hexa Piper is designed to do. Most agencies replace 5 or more separate tools — CRM, project management, time tracking, invoicing, team chat — with a single Hexa Piper subscription.
What kind of support is available?
Hexa Piper includes 24/7 support. You can also start a free trial to explore the platform at your own pace.
Is my data secure?
Absolutely. Hexa Piper uses enterprise-grade security including role-based access, audit trails, encrypted communications, and automated backups. Your data is always protected.
Ready to Run a Smarter Agency?
See how Hexa Piper brings your clients, team, and finances together in one place. No credit card required · Free 1-month trial · Setup in minutes.
Start your free trial today, or compare plans for your team size.