Best Clientlex Alternatives in 2026

Find the top alternatives to Clientlex currently available. Compare ratings, reviews, pricing, and features of Clientlex alternatives in 2026. Slashdot lists the best Clientlex alternatives on the market that offer competing products that are similar to Clientlex. Sort through Clientlex alternatives below to make the best choice for your needs

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    Productive Reviews
    Productive is a business management tool used by agencies and professional service providers. Productive’s main objective is to provide customers with an all-in-one platform that gives them a complete and real-time view of their business performance. With the Sales Pipeline overview, you can create deal flow and get sales organized. Use the simple time tracker to track your time and collaborate on tasks. Find bottlenecks that are costing you money and consuming your time. Resource Planning features can help you avoid overbooking, burnouts, and collisions. Track Profitability for hourly and fixed price projects. All billing and invoicing for recurring and one-time projects.
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    Scoro Reviews
    Scoro is work management software specifically designed for service businesses that have grown weary of dealing with disjointed systems, unpredictable workloads, and shrinking profit margins. With its powerful features and intuitive interface, Scoro streamlines and optimizes the entire workflow of agencies, consultancies and other professional service businesses, providing them with a unified platform to manage all aspects of their operations. By consolidating essential functions such as project management, time tracking, collaboration, invoicing, and reporting, Scoro eliminates the hassle of switching between different tools and brings coherence to the work process. It enables businesses to gain better control over their projects, allocate resources efficiently, and monitor progress in real-time. Scoro's data-driven insights and analytics empower businesses to make informed decisions, identify areas for improvement, and drive overall growth and profitability.
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    Income Access Reviews
    Income Access offers marketing technology and a complete suite of digital marketing services for the iGaming, crypto, forex and lottery industries. Our mission is to assist companies and affiliates in these industries in building long-term, profitable and sustainable business relationships. Income Access has been a partner with more than 300 brands since 2002 and has connected with over 25.000 key publishers and affiliates. Our own affiliate marketing software is used and we offer digital marketing services to our partners. This helps them increase customer acquisition, get more exposure for their brand, and maximize revenues. Income Access is a software company, affiliate network, and marketing agency all in one. To learn more, contact one of our industry experts today!
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    Ravetree Reviews
    Top Pick
    Ravetree is an all-in-one platform built specifically for client service businesses that need advanced project management, budgeting, and billing—far beyond generic tools. Forecast project budgets, track actual spend, and get instant insights into fees, costs, and profitability with powerful visualizations and reports. This clarity helps you make informed decisions and keep projects financially on track. Ravetree’s robust time tracking and billing features offer unmatched flexibility. Create time logs in one click, assign them to projects or clients, and manage approvals with custom workflows. Set up client-specific rate cards with start and end dates for billing accuracy and consistency. Assign multiple team members to the same task—each with their own bill rate, work role, and time estimate—so you accurately reflect every specialist’s unique contribution and cost. Generate invoices directly from approved time logs and expenses, with seamless QuickBooks integration for efficient financial management. Benefit from advanced resource planning, real-time project visibility, and customizable dashboards—eliminating the need for spreadsheets and disconnected tools. With unlimited file storage, secure client portals, and real-time collaboration, Ravetree keeps your team and clients connected and informed throughout every project. Whether you manage creative, digital, or consulting projects, Ravetree is the ideal solution for businesses that need a platform that truly supports their needs and drives client satisfaction.
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    SPP.co Reviews

    SPP.co

    SPP.co

    $99 per month
    SPP.co is a comprehensive client-portal solution designed specifically for digital service and productized agencies, unifying billing, onboarding, project management, support, customer relationship management (CRM), forms, portals, and payment processing within a singular branded interface. Agencies can utilize tailor-made order and intake forms to facilitate online service or subscription purchases, automatically generating invoices or Stripe subscriptions while effectively delegating projects and tasks based on predetermined rules and statuses. The platform features a customizable white-label portal for clients, offering the ability to personalize branding, domains, colors, and templates, where they can manage invoices, make payments, track project progress, and collaborate seamlessly. On the administrative side, the system offers robust support for team inboxes, user permissions, both internal and external messaging, task assignments, order history, custom statuses, and role-specific views, allowing agencies to efficiently manage workflows ranging from small teams of 2 to larger groups of 200. With a wide array of integrations, APIs, and webhooks, the platform enhances checkout processes, subscription billing, and more, making it an indispensable tool for agencies looking to streamline their operations and improve client interactions. This holistic approach not only boosts productivity but also fosters stronger relationships between agencies and their clients.
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    Aitarget Tech Reviews

    Aitarget Tech

    Aitarget Tech

    $2500.00/month
    Aitarget Tech is a comprehensive paid social platform specializing in dynamic advertisements and personalized videos on a large scale. We offer both software solutions and managed services tailored for ecommerce and technology businesses that are focused on enhancing their user acquisition and conversions. Our primary strengths include: – optimizing ad performance; – managing product feeds; – testing and scaling creative content. We drive success by aligning with our clients' strategic goals, executing campaigns with expertise, and enhancing creative production through innovative technologies. Our impressive history includes collaboration with medium to large brands and agencies, such as Joom, Autodoc, 12 Storeez, Kaspersky, iProspect, Adidas, Sephora, Estée Lauder, and LG, showcasing our effectiveness in delivering results. This strong portfolio demonstrates our commitment to excellence and innovation in the advertising landscape.
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    eZwoms Reviews
    Introducing eZwoms, the premier platform tailored for digital marketing agencies aiming to optimize their processes, enhance client satisfaction, and foster growth. Crafted explicitly for service-oriented enterprises like yours, eZwoms provides an all-encompassing array of tools and features that facilitate service management, order handling, and client interactions seamlessly. Digital marketing agencies frequently grapple with obstacles such as juggling various clients and projects, guaranteeing prompt service delivery, and upholding transparent communication with clients. These hurdles can result in inefficiencies, overlooked deadlines, and unhappy clients, ultimately hindering the agency's potential for success. By leveraging eZwoms, agencies can address these issues head-on and transform their operational strategies.
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    AgencyPro Reviews
    AgencyPro serves as an all-in-one client portal software tailored for agencies, aimed at optimizing their overall business functions. This platform brings together client management, project oversight, time tracking, automated billing, and team collaboration into a single branded interface that can be personalized with an agency's unique logo, color scheme, and website domain. Equipped with features such as bespoke client portals, automated invoicing, file proofing capabilities, CRM tools, and comprehensive analytics, agencies can efficiently handle every aspect of their operations from the initial onboarding of clients to the final stages of payment processing. Agencies around the globe rely on AgencyPro not only to enhance their profitability by up to 40%, but also to minimize administrative tasks while elevating client satisfaction levels. By integrating these essential functions, AgencyPro positions itself as a vital tool for agencies seeking growth and improved operational efficiency.
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    Sketchnote Reviews
    Look at your current and future tasks from all angles, including lists, timelines, and whiteboards. Analytics can provide data on task progress and workload. Sketchnote allows you to bring all of your work together in one place. Sketchnote allows you to embed Google Docs, YouTube Videos and other external links so that you can work on them from within the file. Each member of your team can choose at any time the view that is most relevant to them. When you track your monthly tasks using the calendar view, a teammate can see their tasks in the time line view and make the best of it. Get detailed, real time reporting analytics to eliminate bottlenecks from your workflow. Sketchnote's timer and estimation feature will help you stay on top of your time tracking.
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    Blutui Reviews
    Blutui serves as a comprehensive web development platform tailored for agencies, aiming to enhance creativity, boost productivity, and optimize project management for website creation. Gain full control over your client sites, seamlessly invite skilled professionals to your agency team with precise permissions, and maintain oversight on aspects ranging from client access to billing details. Effortlessly create both straightforward and intricate data-driven websites. With Blutui Collections, you can eliminate the necessity for costly database and infrastructure support. Experience a remarkable reduction in development time, achieving improvements of between 233% and 375% through the use of pre-configured Blutui Components. Simply choose the required form and function and let your imagination run wild. The platform offers convenient in-page editing for both agency teams and client-side content managers, ensuring robust layouts that are design-protected. This solution provides speed for agencies while delivering convenience for clients. Elevate your studio and your clients’ experiences by adopting the web development platform favored by industry professionals. With Blutui, agencies can significantly streamline their workflows and enhance their overall service offerings.
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    Logoi Reviews
    Accelerate client growth and enhance agency intelligence with AI that elevates your entire operation. Logoi offers a unified dashboard showcasing all client information, serving as the perfect daily reference for everyone in your agency. By systematically organizing communication, Logoi ensures that the rationale behind your actions is clear to all team members. It directs your staff towards the most effective strategies based on prior client interactions. With Logoi, the cumbersome tasks of drafting written summaries, maintaining company knowledge bases, and squandering time away from client service are eliminated. Executives can swiftly access the full spectrum of business relationships to identify both high-potential clients and those that may require extra attention. Team managers gain immediate insights into their team's performance without needing to request additional reports. Moreover, account managers can effortlessly view all their clients in one consolidated location, significantly reducing the time spent on data management tasks. This streamlined approach ultimately empowers your agency to focus on delivering exceptional client services.
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    Agency360 Reviews
    Comprehensive White Label Reporting Solution Tailored for Agencies. This platform encompasses advertising, web leads for B2B, SEO, web analytics, social media management, and form tracking, all featuring intuitive reports with a white label option. With this tool, you can effortlessly provide your clients with a quick summary of the outcomes you achieve on their behalf. It has never been simpler to present your clients with an understanding of their online performance. Agency360 facilitates the generation of consistent, easy-to-read reports, allowing you to oversee all aspects of your campaigns, including Google Ads, Facebook Ads, Instagram, and LinkedIn promotions, connecting to the necessary marketing channels within just a few minutes. You can customize the presentation of metrics tailored to each client, setting up reports that highlight the specific channel data relevant to them, ensuring they are well-informed about their marketing results. This elevated level of customization enhances client satisfaction and strengthens agency-client relationships.
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    Simple Admation Reviews
    Admation is a cloud-based workflow management software that allows brands and agencies to approve their work. A project management tool allows you to streamline your approval workflow by allowing you to track and manage all your reviews and approvals from a single hub. Highlights include online proofing tools, briefing templates, batched feedback and tiered approvals. Reminder notifications, resource management, project tracking, reporting tools, and digital asset management are also included. Admation is for any brand, marketing team or creative agency looking for a cloud based solution to manage all aspects of their marketing projects, including resources and digital assets.
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    Workamajig Reviews

    Workamajig

    Workamajig

    $38.00 per user per month
    All-in-one creative collaboration platform. Workamajig is an integrated workflow management system for all sizes of advertising agencies. You can manage scheduling, budgeting, as well as every other aspect of project administration. Workamajig's responsive website design works seamlessly on any device, including your smartphone, tablet, and computer. It's as simple as that. Collaborate with clients, vendors, and your team. No communication is missed with our approval process. You can organize project details, schedules, calendars, and any other information into one simple-to-use dashboard. To submit new requests, project requestors can access the client portal. All requests are automatically routed to the appropriate approvals. Requests can be rerouted to request clarification or additional information. Once approval is granted, a project is ready to go. Find out which member has the right skill set to help you with your project. Each member of the team updates their tasks, which dynamically updates both the project schedules and budgets.
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    Control G Reviews
    Control G serves as a comprehensive software solution tailored for modern Advertising Agencies and Public Relations or Marketing Firms. This all-in-one software offers an array of features, including Billing, Time Keeping, Payables, Payroll, General Ledger, Trafficking, Estimating, and Media & Purchase Control among others. Control G provides software packages compatible with PC, Macintosh, Windows, and various network platforms. Whether you run an Advertising Agency, an Advertising Firm, a Public Relations Firm, or a Design Boutique, Control G stands out as a budget-friendly option to meet your operational needs. Gabel Systems, Inc., the Colorado-based corporation behind this software, is dedicated solely to the development, servicing, and marketing of Control G. With over a decade in the market and more than 500 users benefiting from its features, Control G has established itself as a reliable choice in the industry. For inquiries or further information, Gabel Systems, Inc. is readily available by phone. The longevity and user base of Control G reflect its effectiveness and commitment to the advertising and marketing sectors.
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    DAXRM Reviews

    DAXRM

    DAXRM

    $0 for 1 Accounts
    DAXRM, the first digital agency extended relationship manager solution, was created by marketers for marketers. DAXRM gives you access to all campaign analytics. Discover PPC, social media and organic campaign performance. Track traffic and conversions. Identify opportunities. With the Google Looker Studio Integration, you can create customizable reports with the click of a mouse. White labeling allows you to create branded reports that are impressive and compelling. With DAXRM, you can track your ranking for any keyword in any location on any device. Compare time periods, analyze rankings fluctuations, check Google positions, and gain actionable insight into your SEO campaign. DAXRM's marketing connectors include Google Ads and Analytics (GA), Facebook and Instagram (FB), Bing, Xero and many more.
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    AgencyAnalytics Reviews
    AgencyAnalytics provides a comprehensive reporting platform for digital agencies. AgencyAnalytics is trusted by more than 2000 marketing agencies. It allows teams and freelancers to monitor and report on their clients' marketing campaigns. This includes SEO and PPC, social and email marketing, review and call tracking, and more. The platform includes automated marketing reports, over 30 integrations, SEO tools and a fully customized, customizable dashboard for agencies.
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    Chase Software Reviews

    Chase Software

    Chase Software

    $17.50 per user, per month
    Chase Software stands out as a leader in advertising management, offering a unique range of agency management solutions that equip agencies worldwide with advanced tools and industry best practices. From small startups to large enterprises, organizations rely on Chase to effectively oversee projects, track time, manage media purchases, issue bills, collect payments, and enhance their overall profitability. Teams can collaborate efficiently from remote locations using Chase's innovative tools, which ensure real-time management of jobs, media, documents, engagements, traffic, time, workflows, archiving, and costs with minimal input required and maximum efficiency achieved. The largest agencies globally trust Chase to handle their comprehensive operations seamlessly. Corporate departments benefit immensely from Chase’s capabilities, ensuring they optimize their advertising expenditures. In addition, numerous smaller agencies are on the rise, leveraging Chase’s essential features to establish themselves as prominent players in the industry. Through its exceptional software and dedicated support services, Chase Software not only provides cutting-edge tools but also shares invaluable expertise, empowering agencies to thrive in a competitive landscape. This commitment to excellence makes Chase a vital partner for organizations seeking growth and efficiency in their advertising efforts.
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    ReportGarden Reviews
    ReportGarden functions as a comprehensive software solution for marketing agencies aiming to enhance the efficiency of client and campaign oversight as well as reporting. This platform enables digital advertising agencies to effortlessly generate performance reports and invoices, oversee campaign budgets, conduct site evaluations, and a variety of additional tasks. In addition, ReportGarden offers features that allow users to send personalized project proposals, manage financial limits, and monitor all project deliverables effectively. It serves as an essential tool for agencies striving to optimize their workflow and improve client satisfaction.
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    Agency Simplifier Reviews
    Welcome to Agency Simplifier, the leading solution designed to enhance and simplify the management of agencies. We understand the complex hurdles associated with managing multiple agencies or various teams within an agency framework. To address this, we have created a powerful platform that simplifies every aspect of agency operations, including client management, project oversight, and financial tracking. Our innovative tools enable agency leaders and managers to consolidate their operations, facilitating smooth coordination and improved productivity across all sectors. Specifically crafted for the unique requirements of agencies, our user-friendly features offer resource allocation, task assignment, and performance analysis, turning complex processes into straightforward, actionable insights. By utilizing our platform, agencies can focus more on their creative endeavors while we handle the operational intricacies.
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    CurrentTrack  Reviews
    CurrentTrack is tailored specifically for advertising agencies, providing a comprehensive web-based workflow management solution that is both flexible and user-friendly. Its seamless functionality allows it to adapt to your unique needs without the hassle of downloading software, overcoming a steep learning curve, or requiring IT support for maintenance. Whether you're handling a large-scale project or a smaller task, CurrentTrack simplifies progress tracking and keeps all stakeholders informed. Explore our client testimonials to discover why numerous agencies consider CurrentTrack to be the most effective workflow management tool they have ever utilized. Access the platform from any Mac or PC with internet connectivity, no matter where you are or what time it is. Additionally, CurrentTrack facilitates reminders for employees, clients, and vendors regarding essential tasks and creative materials while ensuring compliance with timesheet submissions through an automated lock-out feature. With real-time expense reporting, you can optimize your agency’s operations to achieve maximum productivity. Ultimately, CurrentTrack empowers your team to collaborate efficiently and stay organized throughout every stage of a project.
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    Deltek WorkBook Reviews
    Crafted by industry experts, Deltek WorkBook serves as a comprehensive management solution tailored for agencies, offering effective strategies to foster growth. By simplifying the management of projects, personnel, and finances from start to finish, WorkBook enables you to concentrate on client needs while making informed decisions for the future, ensuring enhanced control, insights, and visibility whenever required. Additionally, by integrating Deltek ConceptShare, you can effortlessly incorporate online proofing into your project management processes without sacrificing essential features. Moreover, with the Deltek Power Launch implementation, you can rapidly adopt WorkBook’s tailored, role-specific configurations, further enhancing your agency’s management capabilities. This all-in-one best practice solution streamlines projects, resources, and finances, paving the way for your agency's growth. By refining project management and resource allocation, you can significantly elevate productivity and improve overall utilization rates. Embrace this innovative approach to agency management and witness the transformation in your operational efficiency.
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    Clients & Profits Reviews
    Designed specifically for creative enterprises, advertising firms, design agencies, marketing companies, and corporate communication teams, this tool is essential for handling personnel, projects, media, and finances. At the core of the production workflow, it monitors creative briefs, cost estimates, deadlines, printing specifications, assets, approvals, among other elements. With live scheduling, production updates are reflected instantly, ensuring you're always informed about today, tomorrow, and the week ahead—all without leaving your workstation. Say goodbye to tedious spreadsheets! You can estimate, plan, and bill for all types of traditional and digital media, seamlessly connecting with project management and accounting systems to eliminate redundant data entry. After all, if the client fails to pay, the responsibility falls on you. Tracking time, expenditures, and purchases becomes straightforward and reliable, providing real-time insights into what was required to complete a project. A simple few clicks is all it takes to generate invoices directly from job tickets, meaning no rekeying is necessary. It’s a swift, highly accurate, and remarkably adaptable solution for your business needs. Furthermore, this platform enables better collaboration among team members, leading to increased productivity and efficiency.
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    Retainr Reviews
    Retainr.io is an innovative solution designed to streamline the operations of your creative agency. This comprehensive platform takes care of everything, from engaging with prospective clients to completing significant projects. By leveraging AI technology, Retainr.io enhances your productivity! It can assist in organizing your tasks, establishing timelines, and even determining pricing strategies. Imagine it as a dedicated assistant that is perpetually available to support you. A standout feature of Retainr.io is its ability to be customized to reflect your agency’s branding, allowing you to enhance your professional image in the eyes of clients. With Retainr.io, there's no longer a need for multiple tools, as it provides a unique website for your operations, a client portal to showcase their projects, task management capabilities, and more—all conveniently located in one place. Additionally, Retainr.io offers a remarkable 0% commission fee across all subscription levels, making it an even more attractive option. Whether you operate solo or have a team, Retainr.io is adaptable to meet your specific requirements, ensuring that your agency runs smoothly and efficiently. This flexibility makes it a valuable asset for any creative business seeking to thrive in a competitive landscape.
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    Agency In A Box Reviews
    A transformative shift in how marketing teams and small advertising firms operate has emerged with Agency In A Box. This innovative solution is crafted by professionals in marketing and agency environments specifically for their peers in the industry. Whether managing intricate campaigns across various media platforms or handling a straightforward business card reprint, Agency In A Box streamlines processes, making them efficient and user-friendly. It empowers you to enhance your productivity while overseeing every aspect of your marketing efforts from a single location. Recognizing that business thrives on relationships is essential, and Agency In A Box serves as a helpful resource to foster these connections rather than supplant them. Crucially, it ensures that you retain direct connections with your media partners in your local market. Establishing strong partnerships and harnessing added value is vital for any business's success, and Agency In A Box places this capability firmly in your hands. As the landscape of media channels continues to expand, pinpointing target audiences becomes increasingly challenging, but this tool is designed to help navigate those complexities effectively. Ultimately, Agency In A Box not only simplifies marketing management but also enhances collaborative efforts that are fundamental to achieving business goals.
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    deals&projects Reviews

    deals&projects

    deals&projects

    €29 per user per month
    Optimize your efficiency with the ultimate software designed specifically for agencies. Our cohesive workflows enable you to save valuable time on project management while consolidating all relevant project details into a single accessible location. Instantly assess your agency's order status and identify the clients that require your attention. The integrated workflows facilitate a seamless transition from initial contact to project completion. Additionally, you can track all communication related to contacts and projects within the CRM history. You can also access sales forecasts, resource allocation, project performance metrics, and comprehensive analyses. deals & projects transcend the typical software offerings for agencies, viewing agencies as collaborative partners rather than mere clients. As trailblazers in a transforming work landscape, we are the ideal ally for agencies striving for sustainability. Our organizational culture is free from rigid hierarchies and fixed schedules, allowing us to work in a self-motivated and autonomous manner from various locations around the globe. This flexibility empowers us to adapt and thrive in a rapidly changing environment.
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    Connexify Reviews
    Connexify is a powerful tool that automates and simplifies the client onboarding process for agencies. With just a few clicks, users can connect to various platforms like Google Ads, Analytics, Meta, and Shopify, without any technical expertise required. Connexify allows businesses to create custom links, set permissions, and manage everything from one central dashboard. Whether you’re managing a small client base or scaling up, Connexify offers flexible pricing plans to meet the needs of agencies of all sizes, all while ensuring easy integration, fast client onboarding, and enhanced security.
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    PromoRepublic Reviews
    PromoRepublic is a social marketing solution that offers content distribution workflows to small businesses, franchises, and multi-location brands. Our intelligent products make it easy to distribute editable content, schedule it using AI, manage multiple clients or places, run local ads and keep track of the results.
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    PBworks Agency Hub Reviews
    Gain insights into your agency's operations through detailed management reports. Experience a consolidated visual overview of each project on one screen, facilitating easy access to information. Effortlessly store, share, and collaborate on documents, images, and various files within your team. Connect every task to its pertinent resources and content for streamlined workflows. Establish a collaborative intranet tailored for each office to enhance communication. As a result, your clients will be more informed, engaged, and loyal to your brand. Monitor a dynamic, up-to-date summary of your projects visually, while efficiently assigning and tracking deliverables linked to necessary content. Automated notifications ensure that everyone remains informed about any updates. Foster collaboration among your customers, partners, and vendors seamlessly. Easily store, discuss, search, and share text, files, and documents, with unrestricted access from computers, smartphones, or tablets. Experience an entirely free project management solution with no time constraints. Benefit from expanded content capabilities alongside increased customizability and branding options. Enjoy robust security measures and access control features that ensure data protection. A centralized administration system allows for efficient management and oversight of resources.
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    ProSonata Reviews

    ProSonata

    ProSonata

    €8/month for 1 User (Basic)
    ProSonata enhances and streamlines your project management, time tracking, and billing processes, including offers and invoices, leading to improved productivity. Our clientele ranges from agencies in communication, design, web, PR, events, and exhibition stand construction to marketing teams in corporations and banks, as well as consultants, engineers, trainers, and freelancers. Additionally, service providers for Deutsche Bahn and various trading companies value our flexible software. With a plethora of thoughtfully designed features that avoid unnecessary complexity, ProSonata is both swift and user-friendly. As a web-based application, it is compatible with Mac, PC, and tablets, ensuring accessibility for all users. Our deep understanding of our customers enables us to provide prompt and effective assistance. Since its inception in 2011, ProSonata has been passionately developed, hosted, and supported in Germany. The software complies with DSGVO regulations and meets GoBD requirements, allowing you to work with confidence. By choosing ProSonata, you invest in a solution that not only meets your management needs but also adheres to strict data protection standards.
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    Bionic for Agencies Reviews

    Bionic for Agencies

    Bionic Advertising Systems

    $125 per user per month
    #1 Rated Media Planning Software Software for media planning that is 5-star rated and award-winning. It delivers flawless media plans, beautiful flowcharts and effortless RFPs and Os, flawless trafficking and diligent reporting. Client dashboards and vendor reconciliation are just a few of the many features you will enjoy!
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    Teamogy Reviews
    Teamogy can cover all your company's needs. More time for core business. Increased cooperation Profitable increase Projects that are professionally managed. All in one! Your core business, creativity, projects, clients, should be your top priority. Even if one person works remotely, work together smoothly. All you need to do is use a web browser and an internet connection. Get a complete overview of your company's operations, on-demand and up to date, including job management, important documents and time tracking and management and financial results. Teamogy allows you to schedule tasks and time for your employees on specific clients. You can also track the time spent. You know what your people are doing right now and how effective they're being. It is used by many satisfied agencies all over the globe.
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    Taskeo Reviews

    Taskeo

    Taskeo

    $5 per user per month
    Taskeo aims to be the essential platform for service-based companies that are weary of juggling multiple applications for their operations. This all-in-one solution offers features such as project management, appointment scheduling, customer relationship management, time tracking, and billing. It serves as an invaluable resource for various service-oriented businesses like law firms, agencies, and consulting firms that require effective business and practice management support. By streamlining these essential tasks, Taskeo ultimately allows your organization to prioritize what truly matters: serving your clients and expanding your business. With just one account required to access all functionalities, Taskeo enables users to consolidate their tools and enhance productivity, making it an efficient choice for modern businesses. This integration not only saves time but also promotes a smoother workflow across different areas of service management.
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    heroBI Reviews

    heroBI

    heroBI

    $29 per month
    heroBI serves as a comprehensive performance tracker, utilizing the logged hours of your team members to provide you with valuable insights. You can seamlessly integrate with your preferred time-tracking tool through our user-friendly integration feature. Organize your teams and clients based on various criteria such as department, location, or any other classification that suits your needs. Gain a complete overview of your agency's performance, highlighting both the highest-performing teams and the projects that may need attention. Analyze how your current performance stacks up against previous months, and access daily updates as well as monthly and yearly forecasts for the entire organization or specific teams. Evaluate crucial performance metrics like profit, revenue, and utilization across different teams, clients, offices, or any tailored category. Ensure all logged hours are accounted for and receive estimates on future hours expected from each team member. Additionally, monitor open invoices according to their due dates and identify which clients tend to settle their payments more promptly than others, offering valuable insights into your cash flow. This holistic approach enables agencies to make informed decisions and optimize their operations effectively.
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    Function Point Reviews

    Function Point

    Function Point Productivity Software

    $37.00/month/user
    Function Point is a project management software that can be used by creative agencies and marketing departments to streamline their business. All your projects, staff, time, estimates, invoices, and integration with Quickbooks can be managed in one cloud-based platform. Our solution helps agencies increase their productivity and profitability by streamlining their processes, simplifying collaboration, centralizing information, and delivering real-time data.
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    eSilentPARTNER Reviews

    eSilentPARTNER

    The Medi Group

    $50/user/Month
    e·silentpartner stands as a comprehensive SaaS platform tailored for Ad, Media, Marketing, Publishing, and Broadcast agencies, delivering a suite of integrated services that encapsulate accounting, project management, time entry, and billing functionalities. This robust system caters to the complexities of multi-company, multi-office, and multi-currency operations, making it a versatile choice for global agencies. Our platform is accessible in English, Spanish, and French, ensuring a broad reach and facilitating easy task access, time entry, and PTO requests through a user-friendly mobile application. Key features of e·silentpartner include seamless integration with Strata API, advanced traffic planning tools, dedicated portals for both vendors and clients, Time & Expense management, Project & Resource Management, Finance, Accounting, Reporting, PTO, CRM & BI which enhance transparency and streamline operation. This not only optimizes workflow efficiencies but also enhances data accuracy and decision-making capabilities. Recognized for its innovation and efficacy, e·silentpartner has garnered awards and critical acclaim, establishing it as a trusted leader in the agency management software arena.
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    Pegasus Reviews
    Discover the premier software solution for creative agency management across Australia, New Zealand, the APAC region, the UK, and the USA. If you seek a comprehensive software platform to streamline all aspects of your creative agency operations in these regions, Pegasus Systems is your optimal choice. Our cutting-edge software allows you to oversee your processes and campaigns effortlessly, all from a single, user-friendly interface. You only need to input your data once, and Pegasus will manage everything else for you. With our agency management solutions, you can automate your business operations efficiently. Pegasus empowers you to accelerate your workflow, conserve valuable time, and reduce expenses, fostering better growth for your agency. As a cloud-based SaaS provider with over thirty years of experience supporting agencies in campaign management, we have honed our expertise. With our reliable creative agency management software, tackling even the most complex projects and campaigns becomes straightforward and manageable, ensuring your agency can thrive in a competitive landscape.
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    Accountability Reviews
    Accountability is a top integrated project management platform and financial system platform for communications agencies. Accountability is cloud-based and provides visibility, scalability and mobility through innovative marketing solutions that adapt to modern workplaces. Accountability allows you to efficiently capture all commercial activities and provide critical insights. This will help your business succeed.
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    Screendragon Reviews

    Screendragon

    Screendragon

    $30.00/month/user
    1 Rating
    Screendragon is an AI-powered marketing work management platform built for enterprise marketing teams and agencies. It brings projects, people, workflows, approvals, budgets, and performance together in one connected platform, helping teams move faster, stay in control, and improve ROI. Designed for complex marketing operations, Screendragon combines workflow automation, resource planning, online proofing, time and budget tracking, reporting, and forecasting in a system that can be configured to match the way each team works. With AI embedded across the platform, including AI Studio, organisations can design, deploy, and govern AI-driven workflows that reduce manual work and support better decision-making. Trusted by global brands and agencies, Screendragon helps teams scale delivery, improve visibility, and bring more structure to high-volume marketing and creative work. Known for their premium support services, users are able to keep campaigns and projects moving forward with confidence. Now, with the added layer of the AI Foundry, Screendragon offers customers AI expert support to ensure AI is being deployed effectively within their workflows. Screendragon is used and loved by global brands and agencies, such as Kellanova, BP, International Olympic Committee, Omnicom & McCann World Group, and many more.
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    Clientjoy Reviews
    Clientjoy is an all-in-one crm to manage Sales Pipeline, Clients, Appointments, Mailbox, Create Proposals, Contracts, Invoices, collect Payments & run Email Sequences. It is popularly known to have the power of 8 tools in one without the overwhelm. Grow your agency faster by building lasting relationship with your clients, through every step of costumer journey. Set up processes so your Sales people always know what to do next. Sales Pipeline shows you the items that need your attention so you never miss an Opportunity. Take control by getting real-time reports and statuses for all of your team’s Sales Activities. Create Proposals and Contracts in no time with Pre-defined Templates and Items. Take control by getting real-time Reports and Statuses for all of your Team’s Proposals. Add clients and their contacts on the platform with restricted access. Find history with a particular client in one place across projects, proposals and invoices. Clientjoy CRM is designed & developed keeping small & medium businesses, typically agencies & freelancers in consideration. Clientjoy CRM has a 14 Day Pro Trial & has primarily put up its Lifetime Deal on Sale for just $129 Per User for Life.
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    FreeWheel Strata Reviews
    Utilize the Strata Platform to strategize, launch, enhance, and oversee billing and financial aspects of all your campaigns across various media types from a single, unified interface. Our centralized platform, coupled with an open integration architecture, empowers you to manage your media dynamically in a manner that suits your needs best. Oversee the complete media workflow, encompassing everything from digital and television to print, out-of-home (OOH), and radio channels. Monitor your budgets, evaluate the return on ad spend, and re-aggregate reach to effectively pinpoint your brand’s target demographic. You can rely on our on-demand customer support at every stage of the process. Streamline operations and reduce friction by automating workflows from the planning phase all the way to reconciliation. Seamlessly integrate with third-party systems and vendors to lessen the burden of unnecessary manual tasks between platforms. Take charge of your media finances with solutions that are specifically tailored for agencies. Additionally, create a personalized buying ecosystem through our API-based integrations with various suppliers, data sources, financial institutions, and technology providers, as well as your in-house solutions, ensuring a comprehensive approach to media management. This holistic management capability not only enhances efficiency but also supports the unique needs of your agency.
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    Brandzooka Reviews
    Introducing the Agency Programmatic TV & Media Toolkit, a specialized software by Brandzooka that aims to capitalize on the most significant opportunity for agencies: media. It allows for straightforward management of programmatic ad-buying without the usual complications. We have created an innovative platform that combines the enchantment of Primetime TV with the efficiency of digital advertising, which many might call groundbreaking. Our mission is to completely democratize and challenge the traditional media industry. Utilizing advanced machine learning algorithms, Brandzooka's media trading consistently surpasses human performance by a ratio of 3:1. The Control-Freak Certified feature is now optional, and in every sector—from automotive to alcoholic beverages, and from athletics to consumer products—advertisers using Brandzooka achieve impressive outcomes. Furthermore, Brandzooka empowers agencies, regardless of their size, to implement targeted, high-impact, rich media campaigns that span both digital platforms and television, accommodating any budget constraints. This opens up new avenues for creative advertising strategies in an ever-evolving marketplace.
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    Burt Intelligence Reviews
    Our advertising analytics platform seamlessly connects with your entire ad technology ecosystem to deliver cohesive, high-quality, actionable insights. This integration empowers you to make informed decisions while significantly reducing the time spent on tedious, manual tasks. Say goodbye to spreadsheets and hello to a sophisticated dashboard creator, user-friendly reporting features, and powerful data visualization tools. By merging both programmatic and direct ad data, you can achieve an integrated reporting perspective that simplifies decision-making and positively influences your financial outcomes. Eliminate lengthy and complicated reporting methods by utilizing a single, reliable source of truth for all your advertising metrics. You can effortlessly schedule reports for automated distribution daily, weekly, or monthly to your team or clients straight from the platform. Take advantage of specialized reporting tools designed to enhance workflows tailored to the advertising sector. Additionally, gain insights from a domain-focused data strategy, along with ad reporting and analytical services that cater specifically to your needs. This comprehensive approach not only streamlines your processes but also enhances your overall advertising effectiveness.
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    ADvendio Reviews
    Efficiently purchase and oversee cross-media campaigns utilizing a media buying platform specifically designed for advertisers and agencies. Enhance both direct and programmatic revenue streams through a fully integrated advertising sales solution tailored for publishers and agencies alike. Stakeholders can seamlessly plan, implement, and control campaigns via a personalized self-serve advertising portal. This solution caters to both direct and programmatic advertising, incorporating connections to prominent ad servers, ad exchanges, SSPs, and DSPs. It also offers comprehensive features for managing print advertisements, including a detailed real-time booking calendar for streamlined campaign oversight. All essential out-of-home advertising functions are encompassed, ensuring effective inventory and price management. ADvendio operates on the Force.com® platform, benefiting from the reliability and scalability associated with a reputable name in cloud technology. This robust platform allows us to meet diverse business requirements through powerful APIs and mobile-friendly tools, making campaign management more efficient than ever before. Furthermore, the user-friendly interface ensures that even those with limited technical expertise can easily navigate and leverage its capabilities.
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    TapClicks Reviews
    TapClicks is a marketing platform and reporting dashboard that provides an end-to–end solution for media companies, agencies, brands, and enterprises. TapClicks allows teams to save time, increase their service and grow their business by reducing the cost of marketing reports generation and distribution. TapClicks' unified marketing operations platform includes tapOrders and tapReports as well as tapWorkflow and tapAnalytics.