Board View

BOARD VIEW

Map Out Project Progress With the Board View

Group tasks, deals, or budgets in columns and move them around the board.

GROUP

Organize your Tasks, Deals, or Budgets

Group a board by status field, task list, assignee or any custom field you applied to the tasks on that particular project. 

DRAG AND DROP

Overview the Progress of Your Projects

Drag and drop tasks to change their order, status or assignee. Organize your board view the way is suits your agency the best.

ORGANIZE

Customize Your Board View

Decide on the look of your cards by applying different grouping options and filters if needed. 

Automate Your Agency’s
Workflow

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

Free 14-day trial. Cancel anytime.

Board View Aggregations

All fields regarding time, such as initial estimates and worked time will be aggregated in Tasks. The same goes for financial information.

Organize Your Deals in Multiple Sales Pipelines

You can add two or more views and group each one by a different custom field to create multiple sales pipelines.

High-Performing
Agencies Rely on
Productive

Key Benefits for…

Achieve Your Agency’s True Potential

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

Free 14-day trial. Cancel anytime.
Timeline View

TIMELINE VIEW

Visualize Project Progress With the Timeline View

Easily add and plan new tasks, check deadlines and view project progress in real-time, all in a Gantt-like environment.

OVERVIEW

Zoom Out To See the Big Picture

The timeline view gives your teams an in-depth overview of what work needs to get done, who’s doing it, and when.

CUSTOMIZE

Prioritize and
Customize Projects

  • Create and update tasks
  • Group tasks by project, task list, assignee, or custom field
  • Search and schedule unscheduled tasks
  • Color-code tasks by custom field

ORGANIZE

Break Down and Organize Complex Work

The timeline view lets you see each step in advance and leads your team to what’s next.

Automate Your Agency’s
Workflow

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

Free 14-day trial. Cancel anytime.

Oversee Progress In Real-time

See who’s working on which project, who has nothing else scheduled, and easily reassign tasks to your teammates. Check all scheduled tasks and their expected duration.

Reorganize Your Tasks

Reschedule tasks by moving them to the future. Change due dates if your teammates need more time than initially planned.

High-Performing
Agencies Rely on
Productive

Key Benefits for…

Achieve Your Agency’s True Potential

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

Free 14-day trial. Cancel anytime.
Profitability

AGENCY PROFITABILITY

Focus on Agency
Profitability

Run each client, project or service as a separate profit center.

Key Profitability
Metrics
In One Place

Forecast Utilization, Budget Overruns and Future Profit

Visualize and forecast utilization per different metrics in real time. Make your hiring and investments easier and back them up with data.

Group Resources by Skills, Teams, Departments…

Use custom fields to split resources up by team, skill, seniority, and more. Filter views by project, client, or any other parameter to simplify high-level planning.

PROJECT PROFITABILITY

Powerful Profitability Management

With each new tracked hour, monitor your profit margins and amounts left for invoicing.

Fixed-price, Hourly, or Mixed? No Problem

In Productive, build budgets however you want.

Set Up Your Retainer Work

Use Productive’s recurring budgets to easily manage your agency’s retainers.

Forecast Your
Profitability

Make informed decisions with key metrics in real time.

See When a Project Will Run Out of Money

Forecast budget overruns and switch to the Profitability view to see not only budget spend but also future profit margins.

Prevent Budget Overruns with Automated Warnings

You could burn 70% of an estimated budget and not know it. To prevent that from happening, set up custom alerts in Productive.

Real-Time Profitability Tracking

Check the state of your budgets and how profitable your projects are. Don’t wait a month for reports.

High-Performing
Agencies Rely on
Productive

Detailed Expense Monitoring

See how out-of-pocket expenses, freelancers and reimbursements influence your agency’s profitability.

Overhead Calculations

Spread your overhead across all your budgets to see actual project profitability. Productive combines facility costs and time spent on non-billable projects as overhead.

Achieve Your Agency’s True Potential

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

Free 14-day trial. Cancel anytime.

See How New Business Affects Your Profitability

Get an overview of your client acquisition costs and factor them into your project profitability rates.

Achieve Your Agency’s True Potential

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

Free 14-day trial. Cancel anytime.
Time Tracking

TIME TRACKING

Where’s My Agency’s Time Going?

With each tracked hour, get more precise data so you can run a more profitable agency.

Effortless Time Tracking, Real-time Data

Time Is Money. We Show You Where It’s Going

As people track billable and non-billable time against services, profitability is displayed in reports.

Achieve Your Agency’s True Potential

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

Free 14-day trial. Cancel anytime.

Quickly Approve Time Entries or Request Changes

Decide whether employee hours are billable or not using time approvals. Ask team members for more details on time entries when submitted.

No Need for an HR Tool To Manage Time Off

Approve Vacation Request

When a teammate requests time off, their manager needs to approve it in Productive.

Time Off Automatically Becomes Part of Your Resource Plans

As soon as a Time off request is approved, use a filter to see which teammates are on leave.

Connect Your Jira Workflow With Productive

Integrate time tracking on projects in Jira with the rest of your agency business

Save Time on Invoicing

Pull in uninvoiced time tracked on hourly priced projects, or automatically invoice remaining amounts on fixed projects.

High-Performing
Agencies Rely on
Productive

Not Sure Yet?
Gabrijela Is Here To Help

Book a demo to make sure you get the most out of Productive.

Book a demo

We help you set up your first budgets, invite your team onboard and import data.

Reporting

REPORTING

Make Informed Decisions With Key Metrics in Real Time

Predict your next steps, don’t assume them. Use real-time data to make confident, data-driven business decisions. Check the pulse on the numbers that matter to your agency—without waiting a month for financial reports.

Consolidate All
Your Data

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

Tracked time

Budgets

Capacity and availability

Michelle Pittell
Co-President, Brand Labs

Data drives my decisions, and now I have all the data to make the right decisions.

Michelle Pittell
Co-President, Brand Labs

Data drives my decisions, and now I have all the data to make the right decisions.

Access Over 50 Agency-Focused Reports

Need to zoom in on profitability by client or utilization per team member? Want to see revenue by business unit? Visit the Reports Library.

patricK osburn
service operations manager,
quintica

Before using Productive, I would have to spend 8 hours to figure certain numbers out. Now, I have those numbers in real time, at a glance.

Actual Utilization by People

Monitoring staff utilization can help you maximize the profitability of your projects.

See Where Profit is Coming From

Understand where profit is coming from and get granular on projects, clients, employees or industries.

Always Know What’s Next For Invoicing

Never worry about forgetting to invoice a project or project phase. Find the amounts you have left for invoicing in the Reports Library.

Achieve Your Agency’s True Potential

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

Free 14-day trial. Cancel anytime.

Build Your Own Customized Reports

Create easy-to-read progress reports from scratch by focusing on what’s important to your business.

High-Performing
Agencies Rely on
Productive

Check Your Agency’s Financials In Real Time

Monitor your revenue, costs, profit, average rate, hours worked, and everything spending-related. Use history and present data to predict and plan future decisions.

Orion Jensen
CEO, Clear Launch

We’ve always known how we were doing as a company on a monthly basis, but knowing on a per-project level, in real time—we never really had that visibility.

Achieve Your Agency’s True Potential

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

Free 14-day trial. Cancel anytime.

Get Updates In Your Inbox With Pulse

Pulse lets you subscribe to an insight or a view from Productive and sends daily, weekly or monthly status updates straight into your inbox.

Not Sure Yet?
Our Team Is Here To Help

Book a demo to make sure you get the most out of Productive.

We help you set up your first budgets, invite your team onboard and import data.

Not Sure Yet?
Our Team Is Here To Help

Book a demo to make sure you get the most out of Productive.

We help you set up your first budgets, invite your team onboard and import data.

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Resource Planning

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Budgeting

Project management

PROJECT MANAGEMENT

Set Up, Streamline, and Deliver Projects

Start and deliver each billable and non-billable service by centralizing communication. Collaborate with teammates on tasks in real-time, streamline best practices, and let clients in on progress.

Choose a View That Works Best for You

Talk About Work Where the Work Is Happening

Stop spreading work across platforms. Subscribe to tasks to track progress, assign date ranges and deadlines, and check granular steps off with TODOs.

Nika Serdoner
Project Manager, ENKI

Having a complete overview of projects, open tasks, team occupancy, and profitability—it makes project management so much easier.

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

Deal won? Now It’s a Project. Let Your Team Start Working

After turning a quote into a project, let dedicated teammates know when they can start working.

Don’t Let Anything Go Unnoticed

Updates and mentions will pop up in your inbox. Configure it or hit “Do not disturb” for deep work.

Streamline Processes With Project Templates

Save time by creating the perfect template and duplicating projects for your team.

Estimate Tasks and Track Their Progress

Estimate how much time your teammate will need for a task

Let your team member start tracking

Compare estimated time with actuals


With an overview of estimations and tracked time, you’ll improve estimations and budgeting in the future.


Achieve Your Agency’s True Potential

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

Free 14-day trial. Cancel anytime.

Keep Clients In the Loop

Invite your clients into projects to speed up giving updates and getting feedback.

Move Projects Forward Faster

No more bouncing back and forth with emails – get comments and reactions from clients as changes happen.

Let Clients See the Status of Their Budgets

Clients can access project budgets at any time to see how much they’ve spent.

Get Task Updates—Wherever You Go

Never miss an update, comment, or reaction with Productive’s mobile app.

Not Sure Yet?
Our Team Is Here To Help

Book a demo to make sure you get the most out of Productive.

We help you set up your first budgets, invite your team onboard and import data.

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Budgeting

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Billing

Sales

SALES

Get Better at Winning New Clients

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

Know Your Sales Funnel Inside and Out

Learn from insights and with custom fields, dig deeper into your data to increase sales revenue.

Forecast Potential Sales Revenue

Get an overview of won deals and those in negotiation.

Ditch Your Old Sales Spreadsheets

Forget complex formulas and data all over the place, just open sales reports.

Achieve Your Agency’s True Potential

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

Free 14-day trial. Cancel anytime.

Take Your Sales Leads to the Finish Line

Work on opportunities and deals in one place.

Never Forget To Follow Up on That Lead

Reassign prospects to different sales team members and set TODOs as reminders to follow up on deals.

Track Communications With Prospects

Forward your emails to sales dales to ensure all communication with the prospect is in one place.

Send Quotes Directly From Productive

With service rates already saved in the tool, build your estimates and export quotes as PDF files.

Turn Won Deals Into Projects

Deal won? Cheers! Now turn that quote into a project. Let dedicated teammates know when they can start working.

Achieve Your Agency’s True Potential

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

Free 14-day trial. Cancel anytime.

Improve Winning by Tracking Why You’re Losing

Keep track of why you’re losing deals so you can improve your win rates.

Who Are Your Biggest Sales Stars?

And who needs extra help to get better at closing new deals? Zoom in on each sales representative to check out their:

number of closed deals

total revenue won

breakdown of reasons why deals were lost

type of deal closed per each sales rep

High-Performing
Agencies Rely on
Productive

Not Sure Yet?
Gabrijela Is Here To Help

Book a demo to make sure you get the most out of Productive.

Book a demo

We help you set up your first budgets, invite your team onboard and import data.

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Billing

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Resource Planning

Billing

BILLING

Eliminate Hours Spent on Invoicing

Automatically track invoiced amounts and be confident you’ve billed everything you need. Simply generate invoices using tracked time on billable services.

High-Performing
Agencies Rely on
Productive

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

Saving time is the name of the game. Pull in uninvoiced time tracked on hourly priced projects, or automatically invoice remaining amounts on fixed projects.

lore hamilton
Program Manager, rietta

Between the recurring templates that I use and standard line item options, doing invoicing for 30-40 clients each month takes me a couple of hours, tops.

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

Forget thinking about it. Let Productive remind you that your recurring budgets are ready for invoicing.

Achieve Your Agency’s True Potential

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

Free 14-day trial. Cancel anytime.

Get a High-level View of Your Invoicing

Peek into invoicing reports to see data such as:

amounts already invoiced

amounts left for invoicing

overdue amounts

Perfect For Agencies That Operate Globally

Support For Multiple Subsidiaries In One Account

Easily separate how you will manage your accounting per each branch.

Invoice in Multiple Currencies

Pay or receive payments in multiple currencies by combining them in the same invoice.

Track and Pay Expenses In Different Currencies

The currency your budgets are in can be different from the currency of your additional expenses.

Achieve Your Agency’s True Potential

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

Free 14-day trial. Cancel anytime.

Let Your Invoices Keep Your Agency’s Look and Feel

We can help you standardize and customize the invoices you send out to your clients.

Create Branded Invoices and Proposals

Design invoices to fit your agency’s branding with Productive Premium.

Send Clients Invoices Directly From Your Company Email

Send clients branded invoices using your work email, directly from the tool.

Integrate With the World’s Leading Accounting Tools

Seamlessly automate payments by integrating with your accounting tools—even if you use different platforms in each subsidiary.

Not Sure Yet?
Our Team Is Here To Help

Book a demo to make sure you get the most out of Productive.

We help you set up your first budgets, invite your team onboard and import data.

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Project Management

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Sales

Budgeting

BUDGETING

Get Full Control of All Your Budgets in One Place

With each new tracked hour, monitor the state of your budgets, profit margins, and amounts left for invoicing in real time. Keep a global outlook of your project budgets or get granular to the point of a single service.

Powerful Budget Management

Effectively build and manage any kind of budget—be it fixed price, hourly, with or without third-party expenses.

Fixed-price, Hourly, or Mixed? No Problem

In Productive, build budgets however you want.

Set Up Your Agency’s Retainer Work

Use Productive’s recurring budgets to easily manage your retainers. Combine fixed-price or hourly models when billing services.

Manage Complex Projects With Multiple Phases

When you have large, long-term projects, make things easier by splitting budgets up into separate phases. You’ll have a full overview of your projects’ health and simplify money management.

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.

Budget Tracking and
Profitability

Make informed decisions with key metrics in real time.

See When a Project Will Run Out of Money

Forecast budget overruns and switch to the Profitability view to see not only budget spend but also future profit margins.

Prevent Budget Overruns with Automated Warnings

You could burn 70% of an estimated budget and not know it. To prevent that
from happening, set up custom alerts in Productive.

Real-Time Profitability Tracking

Check the state of your budgets and how profitable your projects are. Don’t wait a month for reports.

Time Is Money. We Show You Where It’s Going

As people track billable and non-billable time
against services, costs are automatically
displayed in reports.

Quickly Approve Time Entries and Expenses

Manage out-out-pocket expenses, reimbursements, and budget approvals faster. Decide whether employee hours are billable or not using time approvals.

Achieve Your Agency’s True Potential

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

Free 14-day trial. Cancel anytime.

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Reporting

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Project Management