Agency Glossary

Your complete resource for client management, billing, and business operations terminology.

A

Account Management ACH Payments AES-256 Encryption API Integration API Key

B

Bulk Actions

C

Churn Rate Client Lifetime Value (CLV) Client Onboarding Client Portal Client Workspace CRM (Customer Relationship Management) Custom Domain

D

Dunning Management

I

Intake Form IPN (Instant Payment Notifications)

L

Lead Generation Live Mode

M

Milestone Tracking Monthly Recurring Revenue (MRR)

O

Order Form

P

Passwordless Authentication Payment Gateway Productized Service Project Dashboard Project Intake

R

REST API Retainer Model Role-Based Access Control

S

Scope Creep Service Bundling Service Catalog Service Level Agreement (SLA) SSL Certificate SSO (Single Sign-On) Subscription Billing

T

Team Handoffs Template Editor Test Mode TLS Encryption

U

Utilization Rate

V

Value-Based Pricing

W

Webhook White-Label Platform Workflow Automation