The Only Tool You Need To Run a Profitable Agency

Build proposals and easily map out resources, streamline projects and save time on billing.

One Scalable Platform
for Agencies of All
Shapes and Sizes

  • Consolidate data in one agency management system
  • Run projects from prospect to payment and everything in between
  • Use one tool for complex budgeting and resource planning
  • Have a single source of truth for all your financial data, leads, budgets, and team communication

Agencies Rely on


Who’s Overbooked and Who Needs More Work?

  • Balance your team’s workload and assigned tasks
  • Approve vacation and manage time-off requests and see who’s on vacation or sick leave
  • Use placeholders to create scenarios for hiring
  • Filter resources by team, skill or seniority with custom fields


Choose a View That Works Best for You


Powerful Budget Management

  • Effectively build and manage any kind of budget
  • With each new tracked hour, monitor your profit margins and amounts left for invoicing
  • Make informed decisions with key metrics in real time


Get Better at Winning New Business

Set your sales funnel up in stages. Get actionable data to lead your next moves and increase your agency’s win rates. Easily send out proposals.


Access Over 50 Agency-Focused Reports

When all your data is in the system, reports give you comprehensive and consolidated data. Reports give you consolidated data built from different sources:

  • Service rates
  • Salaries
  • Utilization
  • Budgets
  • Capacity and availability


Create Invoices In a Couple of Clicks, Whether Fixed-Price or Hourly

Eliminate the time you spend on invoicing. Pull in uninvoiced time tracked on hourly priced projects, or automatically invoice remaining amounts on fixed projects.

Invoicing Flexibility

Combine various projects and services and invoice multiple budgets at once.

Bill an Entire Project, or a Part of It

Decide how much of an original budget you need to get paid for.

Retainer Invoicing

Let Productive remind you that your retainer budgets are ready for invoicing.

Connect Apps and Deliver Projects Faster

Integrate with the rest of your business tools like JIRA, Slack, or QuickBooks and deliver projects faster.

Key Benefits for…

Achieve Your Agency’s True Potential

Switch from multiple tools and spreadsheets to one scalable agency management system.