For Agencies

Project & Account Management Software

Intuitive project management software that delivers meaningful insights in real-time. Discover  the features that will make your team shine.


Develop project estimates, schedules and creative briefs

Easy-to-use templates allow you to create accurate estimates and route them to clients for approval, to develop schedules with multiple target dates, and to generate creative briefs quickly.

Track Open Items & project communications in one place

Track and share all project communications, including client conversations, to streamline project management. Communications that are organized and easily searchable keep your project on track.

Manage client and project budgets

Integrate budget tracking and insights into every project, to ensure that you’re meeting targets. Get notifications of budget concerns early in the process, so you can allocate resources more effectively.

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Even more project & account management features


Obtain client approval & feedback

Streamline the feedback process to keep projects on schedule, and get fast approval from your clients for a more efficient turnaround.

Track time spent

Get insight into elapsed time for every project, allowing you to bring on additional resources or make staffing changes that are needed to hit your deadlines.

Prepare status reports

Stay on top of every aspect of every project with status reports that can be easily shared with clients, or internal teams.

Get real-time project status

Every change, every bit of feedback, every communication: you’ll have it all. Projects are updated in real time, so you always know exactly where you stand.