Professional Services Automation Software

PROFESSIONAL SERVICES AUTOMATION SOFTWARE

The Only Tool You Need To Run a Profitable Company

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

One Scalable Platform
for Businesses 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

High-Performing
Agencies Rely on
Productive

RESOURCE PLANNING

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

PROJECT MANAGEMENT

Choose a View That Works Best for You

BUDGETING

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

SALES

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.

REPORTING

Access Over 50 Company-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

BILLING

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 Company’s True Potential

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

Agency Management Software

AGENCY MANAGEMENT SOFTWARE

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

High-Performing
Agencies Rely on
Productive

RESOURCE PLANNING

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

PROJECT MANAGEMENT

Choose a View That Works Best for You

BUDGETING

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

SALES

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.

REPORTING

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

BILLING

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.

Agency Management Software Comparison

COMPARE PRODUCTIVE

Agency Management Software Comparison

You may be wondering how similar tools like Mavenlink, Scoro, Harvest, ClickUp, and others compare to Productive. These services all have a lot in common, but they fall short in key features for agency management.

Profitability insights by business unit

Agency utilization insights

Profit forecasting

Sales pipeline

Forecasting sales revenue

Customizing reports

Project and time tracking

Customizing task management

No additional costs

Productive

$20

per user / month

Mavenlink

Scoro

$63

per user / month

Harvest

$10.8

per user / month

ClickUp

$12

per user / month

Achieve Your Agency’s True Potential

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

Free 14-day trial. Cancel anytime.

High-Performing
Agencies Rely on
Productive

Achieve Your Agency’s
True Potential

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

Free 14-day trial. Cancel anytime.