Run your agency like software, not a service.
Budget guardrails that stop overruns.
Billable hours that track themselves.
Proposals that close in one click.
Built for agencies shipping work, not shuffling spreadsheets.
Start shipping. No card needed.
Your margin stops bleeding here.
Real-time budget consumed tracker on every project. The moment you hit 80%, red alert fires. No more surprises at month-end. No more projects that looked profitable until they weren't. See spent vs. remaining in one glance. Scope creep gets caught before it kills your margin.
Stop leaving money on the table.
System automatically separates billable from non-billable time. Generates client-ready invoices in one click—itemized, clear, ready to send. No manual reconciliation. No "did we charge for that?" conversations. Hours tracked. Hours billed. Revenue collected.
Quote-to-cash that actually closes fast.
Unified sales cockpit. Customers, proposals, invoices — all in one view. Client approves a proposal? One click converts it to an invoice. Change request comes in? System estimates the cost automatically. You approve or reject in minutes. Scope stays locked. Margin stays safe.
Real-time alerts prevent projects from exceeding budgets.
System tracks billable vs non-billable hours automatically.
Generate professional invoices instantly from tracked time.
Convert approved proposals to invoices in seconds.
Track project profitability in real-time.
Automated controls stop unauthorized work expansion.
Monitor how effectively your team spends their time.
Handle dozens of client projects without confusion.
Automated invoicing reduces payment delays.
No more tedious time logging or data entry.
All client conversations in one searchable place.
Approve scope changes in minutes, not days.
Real-time alerts prevent projects from exceeding budgets.
System tracks billable vs non-billable hours automatically.
Generate professional invoices instantly from tracked time.
Convert approved proposals to invoices in seconds.
Track project profitability in real-time.
Automated controls stop unauthorized work expansion.
Monitor how effectively your team spends their time.
Handle dozens of client projects without confusion.
Automated invoicing reduces payment delays.
No more tedious time logging or data entry.
All client conversations in one searchable place.
Approve scope changes in minutes, not days.
See all projects, clients, and finances at a glance.
Predict project completion dates with data.
Automate repetitive tasks and paperwork.
Transparent progress builds trust and loyalty.
Grow your agency while maintaining standards.
Approve scope changes in minutes, not days.
See all projects, clients, and finances at a glance.
Predict project completion dates with data.
Automate repetitive tasks and paperwork.
Transparent progress builds trust and loyalty.
Grow your agency while maintaining standards.
Approve scope changes in minutes, not days.
One dashboard.
Every answer.
Six systems that talk to each other. When one updates, they all update.
No more switching tabs. No more "let me check that spreadsheet."
Single Source of Truth
All data. Always in sync.
Know margin before it bleeds.
Every billable hour captured.
$12,450 readyProposal approved? Invoiced.
See burnout before it happens.
They approve. You get paid.
/proposal/abc123Change request? Auto-priced.
+16h → +$2,400When a proposal gets approved, the system creates the project, sets the budget, assigns the team, and starts tracking time. Automatically.
// What happens when client approves
proposal.onApprove(() =>
project.create()
budget.setFromProposal()
team.assignResources()
time.startTracking()
invoice.scheduleFirst()
<'>'')'
// That's it. You're already working.No credit card required • Setup in 3 minutes
Scale teams and clients.
Without scaling headcount.
Six traps kill growing agencies. Here's how to escape each one.
The Founder Bottleneck Breaker
From operator to orchestrator
You built the agency. Now you're trapped running it. Every decision routes through you. Clients want "you" on their project. Your calendar is a hostage negotiation.
→ The problem isn't that only you can do it well. It's that "how you do it" lives only in your head.
Wiki-based playbooks. Documented workflows. Checklists that encode your standards. Your method becomes the team's method. Delegate without quality decay.
Wiki with version history
Knowledge that evolves
Task templates with SOPs
Consistency at scale
Recurring task automation
Processes run themselves
Role-based permissions
Right access, right people
freed weekly
Budget burn-rate dashboard
Daily margin visibility
Automated billable tracking
Zero revenue leakage
Capacity utilization metrics
Optimal allocation
Scope lock with change requests
Margin protection
margin recovered
Margin Multiplication System
Revenue growth that doesn't kill cashflow
More clients. Same margin. Or worse—negative margin hidden in "busy" months. The agency paradox: growth feels like success but bleeds cash.
→ You're not revenue-poor. You're efficiency-blind. Repetitive work eats hours. Misallocation burns budget. Scope creep kills margin.
Automation for the repetitive. Smart allocation for the rest. Every hour tracked against budget. Every project margin visible in real-time. Grow revenue. Keep margin.
Quality Control at Scale
Delegate high-stakes work without reputation risk
Clients hired you for a reason. Now juniors touch deliverables. Quality varies. Some projects ship clean. Others need firefighting. Your brand is only as strong as your weakest output.
→ Quality isn't about talent. It's about systems. Brilliant people produce inconsistent work without documented standards.
Checklists before delivery. QA workflows built into every project. Review gates that catch issues before clients do. Standards encoded, not assumed.
Multi-level checklists
Nothing ships unchecked
Workflow column automation
Review gates built-in
Blocker flagging system
Risks surface early
Sprint health monitoring
Delivery quality scores
first-time approval
Proposal pipeline tracking
Draft → Sent → Won → Paid
Revenue forecasting dashboard
See cash before it lands
Client health scoring
At-risk accounts flagged
Win rate analytics
What's working, what's not
pipeline visibility
Predictable Client Pipeline
End the feast-famine revenue cycle
Referrals got you here. But referrals plateau. Some months overflow. Others feel like freefall. You're either rejecting work or desperate for it. Never just... stable.
→ Random inbound isn't a strategy. Feast-famine is the symptom. Missing pipeline visibility is the disease.
Proposals tracked from draft to won. Revenue forecasted before it arrives. Client health visible at a glance. Pipeline you can predict, not pray about.
Team Retention & Culture Fortress
Scale without burning out your best people
Fast hiring. Shallow onboarding. Culture dilution. Your best people leave. New hires never quite "get it." The agency that made you successful feels like a stranger.
→ Burnout isn't about hours. It's about chaos. Context-switching. Unclear priorities. Work that never ends because it's never defined.
Async workflows that respect focus time. Capacity planning that prevents overload. Career paths that aren't just promises. Culture documented, not just felt.
Workload distribution view
See burnout before it hits
Team standup automation
Alignment without meetings
Capacity planning tools
40h means 40h
Activity heatmaps
Patterns reveal problems
less context-switching
Cross-project portfolio view
All projects, one screen
Profitability by segment
Know your best clients
Risk detection system
Blocked, stale, overdue
Manager pulse dashboard
Daily digest, zero effort
to any answer
Visibility-to-Action Dashboard
Real-time insight into what actually matters
You have data. Everywhere. Spreadsheets, tools, reports, Slack threads. But when leadership asks "how are we doing?"—you scramble. Answers take hours. Decisions take weeks.
→ Data without synthesis is noise. You don't need more metrics. You need the right metrics, updating in real-time, visible in one place.
Portfolio view across all projects. Profitability by client, team, project type. Capacity utilization at a glance. Risks flagged automatically. Decisions in minutes, not meetings.
Stop surviving. Start scaling.
The playbook exists. The system is ready. You just need to start.
No credit card required • Setup in 3 minutes