Free trial

Try Agency Root free for 14 days

Explore with sample data before you import anything.

The Agency Root trial gives one admin user 14 days in the Agency Root app with sample data, so you can evaluate the product before importing your own company.

  • 14 calendar days
  • One admin user
  • A demo company already set up
  • Nothing to import

Trial

Start the trial

Sign-up opens with the trial host. Until then the team opens the account for you: one admin user, sample data, 14 days. Tell us your agency name and we set it up.

Start a 14-day trial

What you get

What the trial includes

  • 14 calendar days.
  • One admin user. The trial is for the person evaluating the product, usually the owner or operations lead.
  • Sample data. A demo company is already set up, so you can open dashboards, the calendar, client profitability and the client workspace without entering anything first.
  • The Agency Root app. The trial runs in the Agency Root app, not in a branded app of your own.

Your trial is kept separate from customer accounts.

What to look at

Four things to check in your first hour

  1. 1
    The company calendar. See how shoots, meetings and leave share one view.
  2. 2
    Client profitability. Open a client and see what drives its margin.
  3. 3
    The client workspace. Look at what a client sees, and what stays hidden.
  4. 4
    Plans. Compare plans against what you used most.

After the trial

What happens after 14 days

When the trial ends, you choose a plan and a six-month or annual term. Moving to a paid plan starts your company's registration. It does not turn the trial into your live account, so nothing from the sample company is carried into your real one.

If you do not continue, the trial simply ends and its data can be deleted.

Onboarding

From trial to your branded app

After purchase, onboarding follows a clear order:

  1. 1
    You share your brand and company details.
  2. 2
    Your workspace is created and your admin verifies their email.
  3. 3
    Departments, schedules, leave rules, employees and clients are set up or imported.
  4. 4
    Your branded iOS and Android apps are built, checked and approved by you.
  5. 5
    The apps are submitted to the App Store and Google Play.
  6. 6
    Your admin is trained and your employees are invited.
  7. 7
    Your account goes live.

Details of the branded build are on the white-label page.

Questions

Questions about the trial

Can my team join the trial?

The trial is for one admin user. Your team joins when your company account is set up.

Do I need to import my data to try it?

No. The sample company is there so you can explore first.