Agency management software
Your bill doesn’t scale until you do.
No credit card required.
Contributor seats: +$9/mo, billed yearly
We set it up with you.
Contributor seats: +$9/mo, billed yearly
100 or more seats, or multiple entities.
Plan comparison
Compare the focus, access and capabilities at every tier.
| Compare plans | Starter | Growth | EnterpriseCustom |
|---|---|---|---|
| Modules and capabilities | |||
| Time tracking, approvals and projects | Included | Included | Included |
| Budgets, profitability and utilization | Included | Included | Included |
| Simple invoicing and expenses | Included | Included | Included |
| Reports and dashboards | Included | Included | Included |
| CRM, proposals | Not included | Included | Included |
| Recurring invoices, retainers and payments | Not included | Included | Included |
| Report builder and client portal | Not included | Included | Included |
| Resource planning and forecasting | Not included | Not included | Included |
| Revenue recognition and month close | Not included | Not included | Included |
| Sales sequences and automations | Not included | Not included | Included |
| Advanced permissions, SSO and API access | Not included | Not included | Included |
| Multiple brands | Not included | Not included | Included |
| SCIM, audit export and custom roles | Not included | Not included | Included |
| Access and collaboration | |||
| Contributor seats | +$12/mo, or $9/mo billed yearly | +$12/mo, or $9/mo billed yearly | +$12/mo, or $9/mo billed yearly |
| Contributor access | Assigned time tracking only | Assigned time tracking only | Assigned time tracking only |
| Contributor AI access | No AI access or credits | No AI access or credits | No AI access or credits |
| Client sharing | Free, no login or seat | Free, no login or seat | Free, no login or seat |
| AI | |||
| Included AI credits | 500 / seat / month | 2,500 / seat / month | Custom workspace credit pool |
| Credit pooling | Included | Included | Included |
| Additional credits | $10 per 1,000 credits | $10 per 1,000 credits | $10 per 1,000 credits |
| Top-up options | Confirm a purchase or enable auto top-up | Confirm a purchase or enable auto top-up | Confirm a purchase or enable auto top-up |
Your discount covers your first 12 months. From month 13, your plan renews at list price, with notice before it changes: $39 per seat/month on Starter, or $32 per seat/month billed yearly.
No. Contributor seats are not included in this offer. They stay at $12 per month, or $9 per month billed yearly, on every plan.
Your rate stays locked, and the discount carries over to the plan you move to. The upgraded plan bills at 40% off its list price, and the 12-month clock restarts from the date of the upgrade. Downgrading is different: your original 12 months keeps running from where it started.
Yes. The 40% discount applies to monthly and annual billing alike. On annual, Starter is $19.20 per seat/month billed yearly for the first 12 months.
Full seats provide access to your plan’s capabilities, subject to permissions. Contributors only track time against assigned work, keeping budgets, financials, reports, clients and other people’s time private. They cost $12 per month on every plan.
No. Sharing is by link and always free. Clients do not need an account, a login or a seat.
Nobody is cut off mid-month. Overage packs cost $10 per 1,000 credits. Confirm an overage charge or enable auto top-up to keep using AI.
Credits are shared across the workspace. Your number of full seats determines the size of the pool; nobody has a personal allowance. Credits reset monthly and do not roll over.
You can upgrade to an available plan at any time, with the change taking effect immediately. Downgrades take effect at your next renewal, and nothing is deleted.
Yes. Annual billing saves 18% and is billed yearly.
Talk to us for multiple entities, intercompany operations, custom roles, or a procurement or security review. Enterprise has custom pricing.
Yes. Try Starter for 14 days, with no credit card required.
Get a clearer view of your agency’s margin, built inside an agency that still runs on it.
14-day trial. No credit card required.