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
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 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
- 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.
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.
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.