Give your agency one professional workspace for client records, projects, contracts, files, time tracking and invoicing — so a handover between account managers does not depend on someone's inbox.
Free plan: no card required. Pro: £1 per month for 3 months, then £29 per month — cancel anytime.
When the client record holds the brief, the signed contract, the files, the project history and the invoices, a new account manager can be useful on day one instead of week three.
Send statements of work and retainer agreements for e-signature. The signed document is stored on the client record automatically, so you always know what was agreed and when it renews.
Track hours against projects, then turn them into invoice lines. Recorded costs sit next to invoiced revenue, so you can see which accounts carry the studio and which quietly run at a loss.
Client portals give each account a professional place to see their invoices, contracts and files — on your own custom portal domain if you want the agency's branding rather than ours.
ProPortalBusiness handles clients, projects, contracts and invoicing. Keep the accounting software and the design tools you already use.
Start on the Free plan with no card and no trial clock. Pro is £1 per month for your first 3 months, then £29 per month — cancel anytime.
