Turn past projects into future clients
Project Pipeline
Track every project from Discovery to Delivery with a visual Kanban board that shows your agency's workload at a glance.
Revenue Dashboard
Monitor total billings, average project value, and pipeline health with real-time chart widgets.
Client Directory
Maintain a centralized roster of clients with industry, website, and contact details for instant reference.
Case Study Links
Attach portfolio URLs to every delivered project so your best work is always one click away from pitching new business.
Timeline View
Visualize project durations and overlapping timelines with a Gantt-style chart for capacity planning.
Sub-Project Support
Break large engagements into manageable child projects under a parent engagement for detailed tracking.
Service Catalog
Categorize every project by service type from brand identity to web development for clear revenue reporting.
Revenue Targets
Set annual and monthly retainer goals with editable targets that update your budget dashboard automatically.
Project Archive
Keep completed and historical work searchable without cluttering your active pipeline view.
Performance Analytics
Visualize billing distribution by client, service type, and status to identify your most profitable offerings.
Smart Filtering
Find any past project by client, service type, status, billing range, or date with multi-column filters.
Cloud Sync
Auto-sync your project archive across devices with workspace collaboration for team-wide visibility.
Ready to go in 3 steps
Create Account
Set up your secure profile to begin managing your workspace.
Activate App
Use your Order Number to unlock full access to your new system.
Start Tracking
Ditch the paper scraps and start managing like a pro.
Product Details
Secure Account Access. You will receive a unique setup link via email immediately after purchase. Simply follow the link to create your account and activate your workspace using your Order Number.
Your access is tied to your email, allowing you to log in from any device without needing to download or manage files.
Everything you need to know.
Do I need to pay a monthly fee?
What devices can I use this on?
Can I track different parts of my life at once?
Can I share my workspace with others?
I'm not "tech-savvy"—is it hard to set up?
What happens to my data?
What happens after my 1-year access ends?
Still not sure? Try it first.
Take the system for a test drive. Start your 7-day free trial today and see how much time you save. No credit card required, no risk, no strings attached.
