Features
Everything your agency needs. Nothing it doesn't.
From project kickoff to final invoice — every tool, one platform.
Keep every project on track with powerful tools
Multiple view modes, task assignment, milestone tracking, project templates, and health monitoring — everything you need to deliver on time.
- Drag-and-drop task management across customizable columns
- Visual timeline for project scheduling and dependencies
- Switch between list, table, and board views instantly
- Track key deadlines with automated alerts
- Clone and reuse project structures to save setup time
- Real-time status tracking — On Track, At Risk, or Off Track
Give clients their own branded experience
A white-label portal where clients view projects, approve deliverables, pay invoices, upload files, and chat with your team — all under your brand.
- Your colors, your logo, your domain — fully branded
- One-click approvals with annotations and batch actions
- Online payments via Razorpay with PDF download
- Upload, organize, and share files with project filtering
- Chat rooms and support ticket system for clients
- Interactive tour to get clients up to speed in minutes
Know where every billable minute goes
Real-time timers, manual entries, daily timesheets, and a manager approval workflow — built into every project.
- One-click start/stop timer on any project
- Date-based timesheet view with easy navigation
- Manager review — Pending, Approved, or Rejected
- Log time manually with project, start/end, and notes
- Hours and minutes formatting for clear reporting
- Separate billable vs non-billable time tracking
From tracked hours to paid invoices
Generate invoices, accept online payments through Razorpay, manage retainer billing, and track revenue — all in one workflow.
- Generate professional invoices with line items in seconds
- Accept online payments with secure webhook verification
- Downloadable PDF invoices for clients and your records
- Recurring billing for ongoing client engagements
- Track invoices — Draft, Sent, Paid, Overdue at a glance
- Monthly revenue breakdown and financial insights
Build and manage your agency team
Invite members via email, assign granular roles, control permissions, and give your team their own focused portal.
- Email-based invitations with a smooth onboarding flow
- 5-tier roles: Owner, Admin, Manager, Member, Viewer
- Granular permission control for every role
- Activate or deactivate team members anytime
- Dedicated portal at team.youragency.com for your crew
- Assign tasks and distribute workload across the team
Keep everyone in the loop
Real-time messaging, support tickets with satisfaction ratings, project updates, and email notifications — collaboration built in.
- Split-panel messaging with real-time polling
- Priority and status management for client requests
- Clients rate resolved tickets for quality tracking
- Status, Milestone, Deliverable, and General updates
- Customizable email notification preferences per user
- Unread counts and instant updates across all channels
Make data-driven decisions
Project health dashboards, revenue analytics, expense tracking, team utilization, and publishable client reports.
- Project health overview with KPI tracking at a glance
- Revenue and expense trends with visual breakdowns
- Publish custom reports with rich content for clients
- Capacity and utilization metrics across your team
- Control which reports are visible to clients
- Export reports and analytics data in standard formats
Enterprise-grade security built in
Multi-tenant architecture, JWT authentication, session management, audit logs, and maintenance mode — secure by design.
- JWT authentication with 15-min access and 30-day refresh tokens
- Comprehensive logs for every action across the platform
- Branded downtime page when you need to go offline
- Complete organization isolation for data security
- View active sessions and revoke access instantly
- Role-based access control across all portals
See it in action — start your free account
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