Productive
Agency and consultancy operations, project financials and resource planning
Agency operations and profitability
Best for
Agencies and consultancies that need to connect project budgets, time tracking, resource planning, sales pipeline and invoicing.
Not ideal for
Solo consultants or small teams unwilling to pay for at least three seats, or users wanting a lightweight task manager without financial operations.
Strengths
- Connects deals and budgets with project tasks, time, expenses, resourcing and financial reports.
- Built for agency and consultancy operations, including billable work and project profitability.
- Clients can be invited to collaborate without paying for client seats.
Limitations
- All plans require a minimum of three seats; contractors count as paid users.
- Advanced financial, approval and forecasting functions require higher tiers.
- Teams needing only task tracking may find the operations and financial feature set broader than needed.
Overview
What to know
Agency operations software connecting projects, budgets, time tracking, resource planning, sales and invoicing. Essential starts at $9 per user/month billed yearly, with a three-seat minimum.
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