Manage client relationships, projects, contracts, time, invoices and delivered value without stitching together multiple tools — and make the value you delivered easy to show at renewal.
Free plan: no card required. Pro: £1 per month for 3 months, then £29 per month — cancel anytime.
Retainers are lost when the client cannot remember what they got. The Impact Summary turns completed projects, tracked time and recorded costs into a short, presentable summary of delivered work that you can share or export as a PDF before the renewal conversation.
A monthly retainer and a one-off campaign behave differently, so record them differently: the retainer as ongoing work with recurring invoices, the campaign as a project with its own costs and end date. Both live on the same client record.
Hours logged against projects show which retainers have quietly grown beyond their fee. Costs recorded next to invoiced revenue turn that suspicion into a number you can take into a pricing conversation.
Send scopes and retainer agreements for e-signature, keep assets and reports on the client record, and give the client a portal — on your own domain — for their invoices, contracts and documents.
ProPortalBusiness sits around the ad platforms and analytics tools you already use. It manages the client, contract, time and invoicing side of the agency.
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.
