More productive billable hours
Turn long, unstructured meeting follow-up into a focused daily attention queue. Meeting prep and follow-up time drops, but quality and consistency go up.
Stop spending 30-40 minutes per call doing manual wrap-up.
Comparisons
Agency Hero vs Other Tools
Agency Hero is an AI meeting-to-work OS for agencies and consultancies. It sits between AI note-takers and project management tools: you keep your PM and CRM, but replace generic meeting bots with a system that turns every client conversation into tasks, decisions, risks, expansions, and proofs.
Not just a note-taker. Not trying to be your PM.
Agency Hero doesn't try to replace your entire tech stack. Instead, it focuses on the messy space between meetings, CRMs, and project management tools. AI note-takers capture what was said. Project tools track what's being worked on. Agency Hero connects the two: it turns every client meeting into structured tasks, decisions, risks, expansions, and proofs that your team can actually act on.
Most agencies today have three problems: follow-up takes too long, scope creep quietly destroys margins, and expansion opportunities are easy to miss. The compare pages you'll find here show how Agency Hero stacks up against tools you already know, and when you should keep them, complement them, or replace them.
The outcomes agencies expect from Agency Hero
Protected profit margins
Make scope decisions and risks visible instead of buried in transcripts and Slack threads. Catch scope creep early, before it quietly erodes margin.
Turn just one more thing into a conscious choice, not a default.
More expansion and renewals
Capture upsell signals and proofs from every meeting so expansion and renewal motions are driven by the actual history of conversations and outcomes.
Walk into QBRs and renewals with proof already organized by account.
How Agency Hero compares to other categories
Most buyers ask the same questions: Is Agency Hero a note-taker? A project management tool? A CRM add-on? The answer: it's the meeting-to-work layer that ties all of those together for agencies and consultancies.
AI note-takers & bots
Beyond AI note-takers like Fathom, Fireflies, and Read
AI note-takers are great at recording and summarizing calls. Agency Hero assumes call capture is table stakes. It focuses on what happens next: turning meetings into structured tasks, decisions, risks, expansions, and proofs - all linked to deals and client workspaces.
Project & work management
Upstream of ClickUp, Asana, and Teamwork
Agency Hero does not try to replace your project management tool. Instead, it feeds it better. Meetings become structured work inside Agency Hero, then key tasks and signals can sync into ClickUp, Asana, Teamwork, or whatever you already use to run delivery.
Revenue systems
Side-by-side with your CRM, not instead of it
Your CRM is the system of record for accounts and opportunities. Agency Hero is the system of record for what actually happens in the meetings that drive those opportunities. It turns unstructured calls into the context your CRM doesn't capture on its own.
Agency Hero vs AI note-takers
Already using a meeting bot like Fathom, Fireflies, Read, or Otter? Start here.
Agency Hero vs Fathom
Fathom is a great free AI note-taker. Agencies choose Agency Hero when they want those meetings to become structured tasks, scope-creep alerts, expansion opportunities, and renewal proof.
Agency Hero vs Fireflies.ai
Fireflies focuses on capturing and summarizing calls across your stack. Agency Hero focuses on using those calls to drive agency workflows, margin protection, and account growth.
Agency Hero vs Read.ai
Read.ai is built around meeting analytics and insights. Agency Hero is built around turning meetings into work: tasks, registries, and knowledge that teams can actually execute on.
Agency Hero vs Otter.ai
Otter makes transcripts and notes easy to capture. Agency Hero assumes transcripts are step one, then layers agency-specific structure on top so you can run accounts, not just store audio.
Agency Hero vs project management tools
You probably already use ClickUp, Asana, Teamwork, or something similar. Here's how Agency Hero fits around them.
Agency Hero vs ClickUp
ClickUp is where work gets managed. Agency Hero is where work gets created from meetings. Use Agency Hero to capture and structure post-meeting work, then sync key tasks into ClickUp.
Agency Hero vs Asana
Asana is a powerful project management platform. Agency Hero focuses on client and revenue meetings, making sure every commitment, risk, and opportunity ends up in your delivery and revenue workflows.
Agency Hero vs Teamwork
Teamwork is built for client work delivery. Agency Hero is built for client conversations. Together, they give you continuity from what was said in the meeting to what gets delivered and billed.
How to evaluate Agency Hero vs your current tools
You don't have to rip out your stack to see if Agency Hero is a fit. Most agencies follow a simple path when they're comparing us to AI note-takers and project management tools.
- 1
Map where meetings live today
List the types of meetings that matter most to revenue and margin: new business calls, onboarding, strategy sessions, account reviews, and QBRs. Note where notes, tasks, and decisions end up after those calls.
- 2
Identify follow-up and margin pain
Quantify how long follow-up takes, how often scope creep appears late, and how many opportunities or renewals depend on someone manually remembering what was said in past meetings.
- 3
Run Agency Hero alongside your note-taker or PM
Start by piping a subset of key meetings into Agency Hero. Use it to generate tasks, decisions, risks, expansions, and proofs while keeping your existing bots and project tools in place.
- 4
Decide what to keep, complement, or replace
Once you see which parts of your workflow Agency Hero absorbs, you can decide whether your AI note-taker is still necessary and how tightly you want to integrate with project and CRM tools.
Compare Agency Hero at a glance
These are the questions most teams ask when they're looking at Agency Hero alongside AI note-takers and project management platforms.
Is Agency Hero a note-taker or a project management tool?+
Agency Hero is neither a generic note-taker nor a full project management tool. It's a meeting-to-work OS for agencies and consultancies. AI note-takers capture what was said. Project tools track work in progress. Agency Hero connects the two by turning every client meeting into structured tasks, decisions, risks, expansions, and proofs.
Positioning
Do we still need our AI note-taker if we use Agency Hero?+
Many teams start with both tools and then decide. If you only need recordings and summaries, a note-taker might be enough. Agencies usually keep Agency Hero for client and revenue-impacting meetings because it adds structure, follow-up, and margin protection that typical bots don't provide.
Stack
Do we still need ClickUp, Asana, or Teamwork?+
Yes. Today, Agency Hero is designed to sit upstream from your project management tools. It focuses on turning meetings into structured work and signals. You can sync key tasks into ClickUp, Asana, Teamwork, or other systems where your teams already execute delivery.
Stack
What outcomes should we expect if Agency Hero is a good fit?+
Teams that are a good fit for Agency Hero typically see faster meeting follow-up, fewer dropped balls on client commitments, better visibility into scope creep, and a clearer view of expansion and renewal opportunities across their portfolio.
Outcomes
Can we roll out Agency Hero gradually?+
Yes. Most agencies start with a single team or a subset of high-impact meetings (like new business and QBRs). As workflows and outcomes stabilize, they expand usage across client success and operations.
Adoption
Next step
See how Agency Hero fits alongside your current tools
Bring your stack, your current note-taker, and a couple of real client meetings. We'll show you exactly where Agency Hero adds leverage - and what you can safely keep or replace.
- Map Agency Hero to your existing stack
- Compare against the tools you use today
- Leave with a concrete next-step plan