Client Operations

Productive

Agency and consultancy operations, project financials and resource planning

Agency operations and profitability

Starting price$9 / user / monthEssential starts at $9/user/month billed yearly; all plans require at least 3 seats.

Free planNot available

Free trial14 days14-day trial of any plan.

Billing optionsMonthly & annualEssential starts at $9/user/month billed yearly ($10 monthly); all plans have a 3-seat minimum. A 14-day trial is available.

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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