AGENCY CRM SOFTWARE
Get a Clear Overview of Your Sales Pipeline
  • Track your entire sales funnel
  • Get accurate revenue forecasts
  • Win deals and turn them into projects
Book a Demo
Book a Demo

2,000+ Companies Trust Productive to Run Their Operations

Are You Facing These Challenges?

01

Struggling to keep track of leads, deals, and follow-ups across multiple platforms

02

Spending hours untangling your sales pipeline, guessing your revenue, and drowning in admin work

03

Deals slipping through the cracks because your team is stuck on busy work instead of closing sales

Boost Your Agency’s Win Rate With Productive

CENTRALIZE LEADS
Stop Losing Track of Opportunities
  • Automatically assign tasks and set reminders for follow-ups
  • Keep all client comms centralized in Sales Deals
  • Stay focused on closing deals, not chasing information

FORECAST WITH CONFIDENCE

Get the Visibility You Need To Stay Ahead

  • Get an overview of won deals and those in negotiation
  • Add probability to your deals and forecast your weighted revenue
  • Track essential sales metrics by time period or client
AUTOMATE PROPOSALS AND REPORTS
Cut Down on Admin Time and Boost Your Win Rate
  • Quickly create estimates by importing your default or client-specific rate cards
  • Create proposals and export them as PDFs
  • Work on opportunities and deals in more than one pipeline
WIN MORE DEALS
Deal Won? Now Turn It Into a Project
  • Turn deals into projects without moving data between tools
  • Manage projects and track deadlines efficiently
  • Monitor client profitability and avoid budget overruns

How Agencies Thrive With Productive

Increased billable utilization by 10%

360-degree view of performance

Real-time project performance visibility

Increased performance from 50% to 70%

Streamlined resource planning process

Achieve Your Agency’s True Potential

Book a Demo
Book a Demo

Connect Apps and Deliver Projects Faster

Integrate with the rest of your business tools like Xero, JIRA, Slack, or QuickBooks.

Slack
QuickBooks
Hubspot
Google Cal
Zapier
Xero
Sage
Exact
Slack
QuickBooks
Hubspot
Google Cal
Visma
Fortnox
Twinfield
CPP
BreatheHR
BambooHR
CharlieHR
Personio
Rippling
HiBob
Visma
Fortnox
Twinfield
Key Benefits for..

Operations Manager

CEO

Financial Manager

Account Manager

Team Manager

  • Team capacity overviews

  • Profitability in real time

  • Keeping clients in the loop

  • Easy resource planning and vacation management

“With growth comes a bigger need for one source of truth, and that’s what it gives us, and that’s really important.”

Fréderique van der Wijk

OPERATIONS DIRECTOR,

MAKERSTREET MARKETING & INNOVATION

  • To know the big picture of sales, hiring, resource management, projects, finance and billing

  • Key company metrics available in real-time

  • Company KPIs are accessible in a few clicks

“Our company could work without Productive, but the benefits that we get from it make it really hard to imagine living without Productive.”

Daniel ackermann

CEO,

DEGORDIAN

  • Revenue recognition

  • Revenue and profit forecasting

  • Global overview of billing

  • Invoiced revenue by month

  • Accounting tool integrations (XERO, QuickBooks, Exact)

“Productive helps me stay on top of internal and external budgets, manage invoices and payments, and store information for each project. Not to mention the reports, which provide me with crucial data right away.”

Luana costa

ACCOUNTING AND FINANCIAL MANAGER,


SQUARE1 SOFTWARE

  • Budgets and profitability overview

  • To transparently share progress with clients

  • Projects billed on time

  • Customer relationships and success

  • Alignment on tasks between teams

“This was a major benefit we experienced after switching to Productive: using it to see profitability for specific projects and to check out our revenue.”

Nika Serdoner

PROJECT MANAGER,

ENKI

  • One place for updates on projects and tasks

  • Clear ownership, priorities, start and due dates

  • Effortless time tracking

  • Easy adoption, fast and user-friendly

“If I didn’t have Productive, I would feel lost in space and time.”

Mateja Gredelj

OFFICE ASSISTANT,

PORSCHE DIGITAL CROATIA

Book a Personalized Demo

In 30 minutes you’ll get to:

  • Leverage our expertise – with 2,000+ agency customers, we know your pain points

  • See how Productive can work for your use case – no clicking around for weeks

  • Ask questions – and get answers on the spot

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