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.Â
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.Â
Automate Your Agency’s
Workflow
Switch from multiple tools and spreadsheets to one scalable agency management system.
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.
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.
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.
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.
See How New Business Affects Your Profitability
Get an overview of your client acquisition costs and factor them into your project profitability rates.
NIKA SERDONER
PROJECT MANAGER
ENKI
From a managerial point of view, the main benefit of the tool is seeing your profitability in real time. It’s there. We don’t have to calculate it or ask for financial reports from our accountant.
MARKO BARIĆ
CEO
TYPEQAST
If it wasn’t for Productive, we would have struggled to steer our company’s growth. We tripled in size since we started using it.
ERVIN JAGATIĆ
HEAD OF CLIENT SERVICES
INFINUM
Insights have become our central place to follow key metrics, analytics, numbers, graphs, and—simply said—the pulse of our agency. Currently it’s hard to imagine what our jobs would look like without insights. It’s a lock-in feature for us, for sure.
nika serdoner
project manager
enki
From a managerial point of view, the main benefit of the tool is seeing your profitability in real time. It’s there. We don’t have to calculate it or ask for financial reports from our accountant.
marko barić
ceo
typeqast
If it wasn’t for Productive, we would have struggled to steer our company’s growth. We tripled in size since we started using it.
Achieve Your Agency’s True Potential
Switch from multiple tools and spreadsheets to one scalable agency management system.
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.
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.
brendon nicholas
co-founder and technical director,
dotdev
Having a platform that considers everybody’s salaries, as well as operating expenses, and feeds that into project budgets gives us a much more real-time and accurate view of the profitability of specific projects.
NIKA SERDONER
PROJECT MANAGER
ENKI
From a managerial point of view, the main benefit of the tool is seeing your profitability in real time. It’s there. We don’t have to calculate it or ask for financial reports from our accountant.
MARKO BARIĆ
CEO
TYPEQAST
If it wasn’t for Productive, we would have struggled to steer our company’s growth. We tripled in size since we started using it.
ERVIN JAGATIĆ
HEAD OF CLIENT SERVICES
INFINUM
Insights have become our central place to follow key metrics, analytics, numbers, graphs, and—simply said—the pulse of our agency. Currently it’s hard to imagine what our jobs would look like without insights. It’s a lock-in feature for us, for sure.
brendon nicholas
co-founder and technical director,
dotdev
Having a platform that considers everybody’s salaries, as well as operating expenses, and feeds that into project budgets gives us a much more real-time and accurate view of the profitability of specific projects.
nika serdoner
project manager
enki
From a managerial point of view, the main benefit of the tool is seeing your profitability in real time. It’s there. We don’t have to calculate it or ask for financial reports from our accountant.
marko barić
ceo
typeqast
If it wasn’t for Productive, we would have struggled to steer our company’s growth. We tripled in size since we started using it.
High-Performing
Agencies Rely on
Productive
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.
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.
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.
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.
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.
Brendon Nicholas
Co-founder and technical director,
Dotdev
Having a platform that considers everybody’s salaries, as well as operating expenses, and feeds that into project budgets gives us a much more real-time and accurate view of the profitability of specific projects.
NIKA SERDONER
PROJECT MANAGER
ENKI
From a managerial point of view, the main benefit of the tool is seeing your profitability in real time. It’s there. We don’t have to calculate it or ask for financial reports from our accountant.
MARKO BARIĆ
CEO
TYPEQAST
If it wasn’t for Productive, we would have struggled to steer our company’s growth. We tripled in size since we started using it.
ERVIN JAGATIĆ
HEAD OF CLIENT SERVICES
INFINUM
Insights have become our central place to follow key metrics, analytics, numbers, graphs, and—simply said—the pulse of our agency. Currently it’s hard to imagine what our jobs would look like without insights. It’s a lock-in feature for us, for sure.
Brendon Nicholas
Co-founder and technical director,
Dotdev
Having a platform that considers everybody’s salaries, as well as operating expenses, and feeds that into project budgets gives us a much more real-time and accurate view of the profitability of specific projects.
NIKA SERDONER
PROJECT MANAGER
ENKI
From a managerial point of view, the main benefit of the tool is seeing your profitability in real time. It’s there. We don’t have to calculate it or ask for financial reports from our accountant.
Marko Barić
ceo
typeqast
If it wasn’t for Productive, we would have struggled to steer our company’s growth. We tripled in size since we started using it.
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.
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.
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.
BRENDON NICHOLAS
CO-FOUNDER AND TECHNICAL DIRECTOR,
DOTDEV
Having a platform that considers everybody’s salaries, as well as operating expenses, and feeds that into project budgets gives us a much more real-time and accurate view of the profitability of specific projects.
NIKA SERDONER
PROJECT MANAGER
ENKI
From a managerial point of view, the main benefit of the tool is seeing your profitability in real time. It’s there. We don’t have to calculate it or ask for financial reports from our accountant.
MARKO BARIĆ
CEO
TYPEQAST
If it wasn’t for Productive, we would have struggled to steer our company’s growth. We tripled in size since we started using it.
ERVIN JAGATIĆ
HEAD OF CLIENT SERVICES
INFINUM
Insights have become our central place to follow key metrics, analytics, numbers, graphs, and—simply said—the pulse of our agency. Currently it’s hard to imagine what our jobs would look like without insights. It’s a lock-in feature for us, for sure.
BRENDON NICHOLAS
CO-FOUNDER AND TECHNICAL DIRECTOR,
DOTDEV
Having a platform that considers everybody’s salaries, as well as operating expenses, and feeds that into project budgets gives us a much more real-time and accurate view of the profitability of specific projects.
nika serdoner
project manager
enki
From a managerial point of view, the main benefit of the tool is seeing your profitability in real time. It’s there. We don’t have to calculate it or ask for financial reports from our accountant.
marko barić
ceo
typeqast
If it wasn’t for Productive, we would have struggled to steer our company’s growth. We tripled in size since we started using it.
Achieve Your Agency’s True Potential
Switch from multiple tools and spreadsheets to one scalable agency management system.
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 deals 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.
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
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.
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
BRENDON NICHOLAS
CO-FOUNDER AND TECHNICAL DIRECTOR,
DOTDEV
Having a platform that considers everybody’s salaries, as well as operating expenses, and feeds that into project budgets gives us a much more real-time and accurate view of the profitability of specific projects.
NIKA SERDONER
PROJECT MANAGER
ENKI
From a managerial point of view, the main benefit of the tool is seeing your profitability in real time. It’s there. We don’t have to calculate it or ask for financial reports from our accountant.
MARKO BARIĆ
CEO
TYPEQAST
If it wasn’t for Productive, we would have struggled to steer our company’s growth. We tripled in size since we started using it.
ERVIN JAGATIĆ
HEAD OF CLIENT SERVICES
INFINUM
Insights have become our central place to follow key metrics, analytics, numbers, graphs, and—simply said—the pulse of our agency. Currently it’s hard to imagine what our jobs would look like without insights. It’s a lock-in feature for us, for sure.
BRENDON NICHOLAS
CO-FOUNDER AND TECHNICAL DIRECTOR,
DOTDEV
Having a platform that considers everybody’s salaries, as well as operating expenses, and feeds that into project budgets gives us a much more real-time and accurate view of the profitability of specific projects.
nika serdoner
project manager
enki
From a managerial point of view, the main benefit of the tool is seeing your profitability in real time. It’s there. We don’t have to calculate it or ask for financial reports from our accountant.
marko barić
ceo
typeqast
If it wasn’t for Productive, we would have struggled to steer our company’s growth. We tripled in size since we started using it.
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.
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.
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.
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.
brendon nicholas
co-founder and technical director,
dotdev
Having a platform that considers everybody’s salaries, as well as operating expenses, and feeds that into project budgets gives us a much more real-time and accurate view of the profitability of specific projects.
NIKA SERDONER
PROJECT MANAGER
ENKI
From a managerial point of view, the main benefit of the tool is seeing your profitability in real time. It’s there. We don’t have to calculate it or ask for financial reports from our accountant.
MARKO BARIĆ
CEO
TYPEQAST
If it wasn’t for Productive, we would have struggled to steer our company’s growth. We tripled in size since we started using it.
ERVIN JAGATIĆ
HEAD OF CLIENT SERVICES
INFINUM
Insights have become our central place to follow key metrics, analytics, numbers, graphs, and—simply said—the pulse of our agency. Currently it’s hard to imagine what our jobs would look like without insights. It’s a lock-in feature for us, for sure.
brendon nicholas
co-founder and technical director,
dotdev
Having a platform that considers everybody’s salaries, as well as operating expenses, and feeds that into project budgets gives us a much more real-time and accurate view of the profitability of specific projects.
nika serdoner
project manager
enki
From a managerial point of view, the main benefit of the tool is seeing your profitability in real time. It’s there. We don’t have to calculate it or ask for financial reports from our accountant.
marko barić
ceo
typeqast
If it wasn’t for Productive, we would have struggled to steer our company’s growth. We tripled in size since we started using it.
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.
