Run Your Entire Business in One Place
Scalio combines client management, project tracking, client portals, billing, and team collaboration in one intuitive platform
See Scalio in Action
See how agencies like yours are streamlining their entire workflow in one powerful platform
Everything Your Business Needs in One Platform
Comprehensive feature set designed specifically for agencies and professional service providers
CRM & Sales Pipeline
- Unlimited customers & contacts
- Unlimited leads & deals
- Visual sales pipeline
- Email integration (Gmail/Outlook)
- Lead scoring & analytics
Project Management
- Unlimited projects & tasks
- Gantt charts & timelines
- Time tracking & billing
- Team collaboration tools
- File sharing & storage
Billing & Customer Portal
- Unlimited customer portal & users
- Unlimited orders
- Unlimited invoices & payments
- Branded client portals
- Payment processing integration
Automation & Forms
- Hundreds of automation workflows
- Prebuilt form templates
- Prebuilt email templates
- Smart notifications & alerts
- Custom workflow builder
Dashboards & Reports
- Hundreds of prebuilt reports
- Executive dashboards
- Custom report builder
- Real-time analytics
- Data export capabilities
Platform Features
- Free tier in ever plan
- Intitve Design for User Adoptabilty
- 24/7 customer support
- Regular updates & new features
- Secure & Hosted in USA data centers
Ready to streamline your business?
Join the waitlist and be first in line when we launch
Join WaitlistCRM & Sales Pipeline
Never lose track of leads again. Manage your entire sales pipeline with contact management, deal tracking, and automated follow-ups.
Contact Management
Unlimited contacts with rich profiles and interaction history
Sales Pipeline
Visual deal tracking with customizable stages
Email Integration
Sync with Gmail/Outlook for seamless communication
Lead Analytics
Track conversion rates and sales performance
Project Management & Tasks
Keep projects on track with powerful project management tools, task assignments, time tracking, and team collaboration features.
Task Management
Create, assign, and track tasks with deadlines and priorities
Time Tracking
Built-in time tracking for accurate billing and reporting
Project Timelines
Gantt charts and milestone tracking for project visibility
Team Collaboration
Comments, file sharing, and real-time updates
Billing & Customer Portal
Professional invoicing and branded client portals that enhance your client experience while streamlining your billing process.
Professional Invoicing
Branded invoices with automated payment reminders
Payment Processing
Accept payments online with multiple payment methods
Client Portal
Branded portals for project updates and file sharing
Financial Reports
Revenue tracking and financial analytics
Automation & Forms
Streamline repetitive tasks with powerful automation workflows and customizable forms that capture leads and client information seamlessly.
Workflow Automation
Automate repetitive tasks and client communications
Custom Forms
Lead capture forms and client onboarding forms
Email Templates
Pre-built templates for common client communications
Smart Notifications
Automated alerts for deadlines and follow-ups
Dashboards and Reports
Make data-driven decisions with comprehensive dashboards and detailed reports that give you insights into every aspect of your business.
Executive Dashboard
High-level business metrics at a glance
Sales Analytics
Pipeline performance and conversion tracking
Financial Reports
Revenue, profitability, and cash flow analysis
Custom Reports
Build reports tailored to your specific needs
Built for Agency Success
Experience the difference a truly integrated business management platform can make
"After 15 years in the agency business, I can confidently say that Scalio is the most comprehensive business management platform I've ever used. It's not just a tool—it's become the backbone of our entire operation. Even in beta, it's already become an everyday tool for us."
Join the Waitlist
Be among the first to experience the all-in-one agency platform. Get exclusive early access and launch-day pricing.
You're on the list!
Thank you for joining our waitlist! We'll notify you when Scalio launches on November 30th. Check your email for confirmation.
No spam, ever. Updates only when we have something meaningful to share.
Simple, Transparent Pricing
No hidden fees, no complex tiers. Choose the plan that fits your business size and scale as you grow.
Freelancers
Perfect for solo professionals and small teams
Includes 1 user
Users included:
1 user included
Additional users: $25 per user/month
Everything included:
- Unlimited customers, contacts, leads/deals
- Unlimited projects, tasks
- Unlimited customer portal and customer users
- Unlimited orders, invoices and payments
- Hundreds of prebuilt reports
- Prebuilt form and email templates
- Hundreds of automation workflows
Small Business
Ideal for small teams and small businesses
Includes up to 5 users
Users included:
Up to 5 users included
Additional users: $25 per user/month
Everything included:
- Unlimited customers, contacts, leads/deals
- Unlimited projects, tasks
- Unlimited customer portal and customer users
- Unlimited orders, invoices and payments
- Hundreds of prebuilt reports
- Prebuilt form and email templates
- Hundreds of automation workflows
Growing Business
Perfect for scaling teams and enterprises
Includes up to 25 users
Users included:
Up to 25 users included
Additional users: $20 per user/month
Everything included:
- Unlimited customers, contacts, leads/deals
- Unlimited projects, tasks
- Unlimited customer portal and customer users
- Unlimited orders, invoices and payments
- Hundreds of prebuilt reports
- Prebuilt form and email templates
- Hundreds of automation workflows
- Priority support
- Advanced analytics and reporting
All plans include:
Frequently Asked Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect immediately.
What payment methods do you accept?
We accept all major credit cards and ACH bank transfers for annual plans.
Is there a setup fee?
No setup fees ever. We also provide free data migration and onboarding support.
What happens after the free trial?
You can choose a plan to continue or cancel anytime. No credit card required for the trial.
Ready to End Tool Chaos Forever?
Join agencies who are ready to run everything in one place. November 30th can't come soon enough.
Join today and experience the difference Scalio makes for your business