No more unbilled work. Run design, retainers and margin from one place.
Task lists stop at a ticked checkbox. For an agency that's just the start. Your business runs on flawless client sign-off, watching burned hours on retainers, and knowing whether a project even makes money. Take control of every pixel and every billable hour.
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End the revision chaos. Approve deliverables inside the system.
The biggest margin leak in creative agencies happens during feedback. Clients send notes by email, WhatsApp or in muddled documents. Selling Navigator turns that into fixed review rounds.
- 1Annotation pins right on the artworkUpload the design (drag & drop with image previews) and hit 'Request approval'. The client signs in to the portal, clicks anywhere on the image and drops a pin with a specific comment.
- 2Comments resolved in threadsEach pin opens its own discussion thread that your team works through and marks resolved or open. No confusion about what the client actually asked for.
- 3Review rounds and hard versionsIf the client clicks 'Request changes', the system opens a new review round. Upload a revised file with the same name and a new version is created — older versions stay available to download.
Service contracts under a microscope
Agencies lose money when they forget to bill overage on monthly retainers. Our billing engine watches the hours for you.
Hour bank
When you set up a recurring invoice (retainer) you define an hour bank — the hours the client has prepaid in the fee. Choose whether hours are drawn from one project or from all of the client's projects.
You and the client see a live burn-down of the hour bank right on the client profile.
Automatic overage billing
Define a fixed overage rate for hours beyond the bank and a label for that line item.
When the system runs invoice generation (e.g. on the 1st), it charges the base fee for the next period and adds all billable hours over the limit from last month, then marks those hours as invoiced.
Project P&L. Find out which jobs subsidize you and which ruin you.
Agencies fall down when they can't connect project management to finance. Tasks are done, but expensive freelancers and blown hours put the project in the red.
Selling Navigator compares planned finances against actuals. Set a hidden cost rate for every team member (and vendor). The moment they log time, it eats into the project margin.
In Portfolio (Enterprise, across all your workspaces) you get the whole picture. Each project shows income, direct cost, allocated overhead, logged hours and final margin — with a clear keep / review / close signal.
What goes into a project's real P&L
- Invoices actually issued to the client+ Income
- Direct project expenses− Cost
- Subcontractor bills− Cost
- Logged time × internal cost rate− Cost
- Allocated company overhead− Cost
One flow from first contact to a paid invoice
Lead & proposal
Turn a lead into a proposal with the built-in builder — cover note and sections (Scope, Terms). The proposal has a public acceptance page for the client.
Start the project
Once accepted, turn it into an invoice in one click. Or use the product catalog — selling a package spins up a project from a ready template, tasks and milestones included.
Do the work
Designers work in Kanban or Gantt with SVG dependencies and track hours in timesheets. Turn on time approval and entries pass through an admin queue.
Get paid
Connect Stripe or PayPal. The client gets an email with a 'Pay online' link. Once paid, the invoice reconciles itself and an automation sends a thank-you or a review request.
See where your projects actually make money.
Create your account, pick a plan and bring your team in minutes.