14-day free trial

Try agency project tracking free for 14 days

Run each client's work as a project that knows its budget, its hours and its invoices. Free for 14 days, for the whole team.

Start free trialSee the full time tracking

No card to start. Your trial opens in projects, with the rest of the platform a click away.

  • Projects created from the deal or proposal
  • Budgets and hours on the same page as the work
  • Delivery and billing that agree

What you get

Everything Pro has for projects, from day one.

The trial is the real thing, not a cut-down version. Bring the whole team and run a live month through it.

Projects on the client record

Every project belongs to a client, with its retainer or project budget attached.

Created when the deal is won

A won deal or signed proposal creates the project, so delivery starts without set-up.

Hours against the budget

Time is tracked against the project and its departments, paced against the allocation.

Tasks and imports

Clients, projects and tasks import from Harvest, Toggl Track, Clockify, Everhour and Productive.io.

Ready to bill

Approved hours and project amounts become invoice lines from the same record.

The whole picture

Proposal, project, hours and invoices sit together, so the numbers agree.

How it works

Up and running in an afternoon.

  1. 01

    Start your trial

    Add your clients, or import them with their projects.

  2. 02

    Set up the project

    Give it a budget and the departments doing the work, or let a won deal create it.

  3. 03

    Deliver and bill

    Track hours against it, watch the pacing and invoice from the same record.

The trial

14 days of Pro. Then $99 a month, only if it earned it.

Pro includes 3 full and 5 contributor seats, then pay only for the people who sign in each month.

  • Every Pro feature for 14 days, no card to start
  • Bring your whole team; seats are free during the trial
  • Keep everything when you subscribe. Nothing is re-entered
  • Import from the tools you use now, with a preview first and one-click undo

Also in your trial

Each tool is useful on its own and better together, because they all read the same client record.

CRMTrack every prospect from first call to signed retainer, in a pipeline that reads as recurring revenue. Free for 14 days, no card.Lead formsPut a form on your site and every submission arrives as a contact, a company and a deal. No spreadsheet in between.ProposalsTurn an afternoon of proposal writing into minutes. Packages you already sell become a scope table, a signed agreement and a first invoice.InvoicingBill retainers, hours and projects from one client record, with a pay link on every invoice. Free for 14 days, no card.Time trackingKnow whether the client is paying for the hours, not just how long the work took. Free for 14 days, for the whole team.

Questions

What does the trial include?

Everything on Pro for 14 days: projects, budgets and pacing for the whole team, plus the CRM, proposals, time tracking and invoicing on the same client record. No card is needed to start.

How do projects connect to billing?

Each project belongs to a client and carries its budget. Approved hours and project amounts become invoice lines from the same record, so delivery and billing never disagree.

Can I import projects from another tool?

Yes. Clients, projects, tasks and time entries import from Harvest, Toggl Track, Clockify, Everhour and Productive.io, with a preview first and one-click undo.

Does it replace our project management tool?

It runs the client work your agency bills for: budgets, hours and invoices on one record. Many agencies keep a task board alongside it and import the tasks.

Agency operating software

Start with projects. Keep the whole system.

14 days free, no card, and every tool you add later reads the same client record.

Start free trialStart with another tool