Tech stack consolidation for agencies
Agencies pay for separate tools for project management, time tracking, resource planning, client reporting, and invoicing. Each one charges per seat. By the time you add contractors, the per-seat math gets ugly.
Audit your tech stackThe usual tool pile, and what folds together
Most agencies run six to ten separate tools. The audit identifies which ones earn their fee and which ones overlap.
Profitability needs to be visible before the project ends
Most agencies learn whether a project was profitable weeks after it ships. By then, scope creep and underestimated hours are history. You can learn from the mistake, but you can't fix it.
We build systems where every hour logged updates the running margin. Project leads see when they're burning through budget before it's too late. Retainers show utilization in real time.
How an agency engagement runs
Frequently asked questions
The system creates separate workspaces for each client account while giving your team a unified dashboard view. Project managers see all active projects across clients, while team members only see projects they're assigned to. Client portals give each client visibility into their projects without exposing other client work.
Yes. Team members log time directly against project tasks. The system distinguishes between billable and non-billable hours, applies the correct rates for each client or project type, and generates invoice drafts that match your billing terms. Retainer clients see hours used against their monthly allocation in real time.
The resource planning view shows each team member's capacity and current assignments across all projects. You can see who's overbooked, who has availability, and how project timelines will shift when you reassign work. The system flags scheduling conflicts before they become deadline problems.
Client dashboards show project status, hours logged, budget remaining, deliverable timelines, and approval workflows. You control what each client sees. Dashboards update automatically as work progresses, replacing manual status slide decks with live data your clients can check anytime.
The system connects to common creative tools through native integrations and Zapier. File references from Figma, Adobe CC, and cloud storage appear within project tasks. The goal isn't to replace your creative tools but to keep project data, time tracking, and asset references in one place so nothing gets lost between tools.
See what you're paying per seat
Send your subscription list. The audit shows the real per-person cost and what makes sense to consolidate.