Project command
Move every order from brief to delivery
Track scope, milestones, assignments, time, files, approvals, invoices and client communication inside one project.
Agency management software features
Connect every part of agency delivery
Explore project delivery, monthly retainers, onboarding, scope control, time and costs, team planning, client approvals and connected updates.
Client delivery•Monthly retainers•Finance tracking•Agency analytics
One operating system
Everything your agency needs to deliver work clearly
Each part of the workspace shares the same project, client and financial records, so updates remain consistent across your operation.
Financial control
Know what came in and what went out
Connect project invoices, verified payments, operating expenses and team settlements to see the financial picture without duplicate spreadsheets.
Role-based workspaces
Give owners, staff, talent and clients the exact access they need while keeping internal costs and discussions private.
OTTC
Invoices remain attached to the work
Clients can follow their invoice and payment history alongside delivery progress and approvals.
More of your day, connected
The details that keep an agency running
Manage one-off delivery and recurring client relationships with shared service, client and financial records.
Services, sales & agreed scope
Turn a request into work with a clear agreement.
- Service packages and intake briefs
- Sales pipeline, quotes and order conversion
- Saved scope for new orders
- Client-approved changes to price, dates and revisions
Delivery, reviews & files
Keep every deliverable and decision together.
- Assigned milestones and delivery dates
- Internal review before client delivery
- File versions and visual proof comments
- Revision requests, approvals and project history
Client & talent onboarding
Bring people into the right workspace.
- Manual onboarding linked to your agency
- Welcome emails and initial login details
- Client login help from the team directory
- Role-based access and delegated team permissions
Monthly retainers & invoicing
Give recurring client billing its own place.
- Choose existing clients and services
- Monthly fee and billing date
- Payment logs with paid invoices
- Invoice emails and a clear payment history
Costs, time & financial records
Understand the records behind each balance.
- Time entries, estimates and approvals
- Project cost entries and cost states
- Invoices, payment schedules and credit notes
- Expenses, collection balances and talent settlement records
Planning & agency reporting
Plan upcoming work and review your operation.
- Production queue and team workload
- Capacity planning and resource calendar
- Client economics and agency reporting
- CSV history import and operations export
Feature access and limits depend on your package and permissions. Compare current plans.
Recurring client work
Monthly billing, without another project to manage
Set up a retainer using an existing client and service. Keep its monthly fee, billing date, payment logs and invoices in a focused billing view, separate from your delivery task list.
- 1
Connect the agreement
Select the client and service, then set the monthly fee and billing date.
- 2
Record each received payment
Choose the billing month and payment date to keep a clear history.
- 3
Keep the invoice and client informed
Each recorded payment creates a paid invoice and sends the client an invoice email.
Payments are recorded after you receive them through your chosen payment channel. A billing date does not automatically charge the client’s card.
App maintenance
Monthly subscription
Monthly fee
$80.00
Billing date
Last day of the month
Payment history
October · $80.00
Paid invoice created
September · $80.00
Paid invoice created
The client receives an invoice email.
Start with the relationship you have
Bring clients and talent into your agency
Add people manually when a relationship starts outside the platform. Welcome emails identify your agency and provide initial access details, so they know who added them and where to sign in.
Agency-linked onboarding
Connect client and talent records to your agency and assign the appropriate role.
A clear welcome and login help
New manually onboarded accounts receive login details. Admins can send client login help when access is forgotten.
Record agreements made elsewhere
Admins can activate a retainer for an agreement already made with the client, without waiting for portal acceptance.
Keep people informed
Updates where your team works
Use workspace notifications and connected tools to keep delivery dates and project updates visible.
Slack project updates
Connect a Slack incoming webhook to send project titles and stage changes to your chosen channel.
Requires agency connection and platform setup.
Google Calendar deadlines
Manually sync milestone deadlines to a connected Google account’s primary calendar as all-day events. Repeated syncs update the same events.
One-way sync; existing calendar events are not imported.
Operational reminders
Enable reminders for deadlines, submitted deliveries, internal reviews and overdue collections through workspace notifications and registered push devices.
Reminders must be enabled; these are not reminder emails.
For platform operators
Manage the platform as well as the workspace
Super Admin tools bring agency subscriptions, payment-proof reviews, account management, package configuration and branding together. Operators can manage blog content and email broadcasts, and review platform-wide visitor, source, page and named-click reports in Audience. These tools are separate from each agency’s operational analytics.
Explore the client-facing workspaceGive your agency one place to move work forward
Start with your projects, clients and team. Add financial and reporting workflows as your operation grows.
Agency management software features
Keep each agency decision attached to the work
Connect projects, clients and your service catalog
Create an order for an existing client and service, define its brief, assign the people responsible and keep files, milestones and discussions together. Your team can review the current state without finding a separate spreadsheet or asking who has the latest version.
Give every role a useful view
Agency owners manage their operation, team members work within their granted permissions, and clients see the work shared with them. Keep internal costs and team discussions within the agency while providing a clear route for client feedback and approval.
Track billing and recurring client work
Keep invoices and payment records connected to projects. Monthly retainers have their own billing date and payment history. Record received payments to create paid invoices and notify the client, while keeping the agency work list focused on delivery.
Evaluate features with a real project
During the trial, test a complete path: create a client, choose a service, assign a milestone, submit work for review and record a payment. Check the current pricing page for the limits and features included in each plan before choosing a workspace.
Practical agency operations guides
Invoicing software for agencies
Compare invoice records, payment follow-up and what to test before choosing an agency billing workflow.
Read guideAgency capacity planning
Plan team availability and upcoming work before accepting another client deadline.
Read guideClient portal launch checklist
Set up client access, reviews, approvals and invoicing with a clear launch checklist.
Read guide