WordPress agency management software that knows about clients, not just sites
Most WordPress management tools model sites. Running an agency means also modelling clients, people, hours, entitlements and margin. WPCentrify is a WordPress agency platform that keeps all of it in one place.
Free during early access. No credit card required.
The work happens in one tool and the business happens in four others
A typical agency running WordPress care plans has a management tool for updates and backups, a helpdesk for client requests, a spreadsheet or time tracker for hours, an invoicing system for billing, and a document somewhere describing what each care plan actually includes.
None of these systems know about each other. The management tool does not know that the update it just ran generated three support tickets. The helpdesk does not know the client has used seven of their four included hours. The invoice does not know that this account has consumed twice the labour of a client paying the same amount.
The result is that the monthly client conversation is assembled by hand from four sources, entitlements are tracked in someone's memory, and margin per account is a number nobody can produce on request. At ten clients that is annoying. At forty it is the reason growth stops being profitable.
What one connected system answers
- Which clients are close to breaching their SLA today
- How many included hours each account has used this month
- Which care plans are profitable and which are not
- What work the team should pick up first this morning
- What actually happened on this client's sites since the last report
- Which accounts consume support disproportionately to their fee
Sites, clients and work in one model
Every site belongs to a client. Every client has a care plan with defined entitlements. Every piece of work is attributed to both.
Connect and group
Sites are connected and assigned to client records. Grouping is by client rather than by arbitrary tags, so every view can roll up to the account level without you maintaining a parallel structure.
Define the care plan
Each plan carries its actual terms: included support hours, response and resolution targets, backup frequency, report cadence and update policy. These become tracked entitlements rather than a paragraph in a PDF nobody reopens.
Work flows through the system
Support requests, scheduled maintenance, updates and incidents are all recorded against the client. Time is captured against the work rather than reconstructed at month end from memory.
Reports and margin assemble themselves
The monthly report is built from real events. Labour, licence and infrastructure cost roll up per account, so margin is a figure you can read rather than a figure you estimate.
What a WordPress agency platform covers
Client and company records
Every site, contact, plan and piece of history attached to the account it belongs to, rather than scattered across tools.
Support requests
Client requests captured, assigned and tracked to resolution, with the technical context of what was happening on their sites at the time.
Time tracking
Hours recorded against clients and against specific work, so included-hour consumption is a live figure rather than a month-end reconstruction.
Entitlements and SLA
What each plan promises, tracked against what has actually been delivered, with alerts before a breach rather than after.
Workload and assignment
Who is working on what, across which accounts, and where the team is over-committed this week.
Per-account profitability
Labour, licences and infrastructure attributed per client, so you know which care plans carry the portfolio.
Why margin per account is the number that matters
Most agencies price care plans by looking at what competitors charge and what clients will accept. Very few price by looking at what each account actually costs to service, because the data required has historically lived in four systems and nobody has the time to join it up.
The pattern that emerges once you can see it is consistent. A small number of accounts consume a disproportionate share of support, usually because the client emails rather than raises requests, or because their site is old and fragile. Those accounts are frequently on the cheapest plan, and they are often the ones the agency describes as their most loyal clients.
Seeing that clearly changes decisions. Sometimes the answer is a price increase at renewal. Sometimes it is moving the client to a higher tier that reflects what they actually use. Sometimes it is investing four billable hours in fixing the underlying fragility that generates the tickets. All three are better than continuing to absorb it invisibly.
Signals your care plans are underpriced
- You cannot say which client is least profitable without a spreadsheet exercise
- Support hours are tracked only when someone remembers
- The same client's small requests are never billed because each one felt too minor
- Care-plan pricing has not changed in two years while your costs have
- Growth in site count has not produced proportional growth in profit
Related capabilities
Questions about agency management
For most agencies running WordPress care plans, yes. Client requests, assignment, time and resolution all live here alongside the technical record of what happened on their sites. If you support products beyond WordPress or need advanced helpdesk features like complex routing rules, a dedicated helpdesk may still be the better tool and we integrate rather than compete.
Time is captured against work that is already being recorded, so in most cases it is a matter of confirming rather than entering. Automated work such as updates and backups carries its own duration. The manual entry burden is limited to human work, which is the part you actually want measured.
Only what you choose to expose. The client portal shows their sites, their requests, their reports and their entitlement consumption. Margin, internal notes, team assignment and cost data are never client-visible.
No. It works from labour time, licence costs and infrastructure usage that the platform already knows about, plus the plan price you enter. It is a management figure rather than an accounting one, and it is not intended to replace your books.
That is common and it is usually the first thing worth fixing. Defining what each plan actually includes, in hours and response times, is often the single change that most improves margin, because it makes over-servicing visible. We help structure this during onboarding.
Run the agency, not just the sites
Connect your portfolio, define your care plans, and see for the first time which accounts actually make money.
Free during early access. No credit card required.