Manage clients, deliver projects, track retainer hours, and invoice — all in one platform designed around how agencies actually work. Plus, every paid invoice funds charitable giving through our Giving Engine.
Switching between CRM, project management, time tracking, invoicing, and email costs hours every week.
Tracking hours used vs allocated across multiple clients and months is a manual nightmare.
Creating invoices, syncing with accounting software, and chasing overdue payments eats into billable time.
Building client-facing reports from scattered data sources takes longer than the work itself.
Purpose-built features that address your specific challenges.
CRM, projects, retainers, invoicing, and email in one platform. No more tab-switching.
Track hours per client per month, sync from Everhour, and share reports via secure token links.
Push invoices to Xero, pull payments back. Auto-incrementing invoice numbers and payment tracking.
Draft replies, extract contacts and deals from emails, and manage your inbox — all powered by AI.
When a deal is won, create an invoice and spin up an Asana project from a template in one click.
Every paid invoice creates a charitable obligation. Show clients the impact their business makes.
Start free today. No credit card required. Built by agency people, for agency people.
