Projects & tasks
Deliver every project on time and within budget
From kickoff to final delivery: assign tasks, track planning, log hours and keep your client in the loop — without juggling separate tools or endless status emails.
14 days free · no credit card · live in 5 minutes
93%
Projects delivered on time
4.2h
Saved per project
2×
Higher client satisfaction
0
Hours lost to admin
Tasks & planning
Full overview from day one to delivery
Create tasks, assign them and drag them through your board. Set deadlines, link tasks to project phases and see at a glance who is doing what and when it's done. No more last-day surprises.
- Switch between Kanban, list view and timeline in one click
- Subtasks, dependencies and priorities per task
- Automatic reminders when a deadline approaches
Time tracking & budget control
Know exactly how many hours and how much a project costs
Team members log hours directly on tasks — you see in real time whether the project budget still adds up. Set alerts at 80% spend and export time sheets in one click for your invoice.
- Built-in timer, or fill in manually per day
- Budget alerts when approaching or exceeding the limit
- Time export ready for your accounting or invoice
Client portal
Your client sees exactly what they need — nothing more, nothing less
Give clients their own portal where they can view project status, approved deliverables and invoices. No more endless status emails. You decide what's visible.
- Branded client portal with your logo and colours
- Documents, files and feedback in one place
- Approvals and comments directly from the portal
Reporting & insights
Make decisions on data, not gut feeling
See which projects are profitable, where your team is stuck and what your capacity looks like for the coming weeks. Make better decisions about staffing and rates — with live data.
- Profitability per project and client
- Capacity planning for the whole team
- Compare actual hours against the quote
Capabilities
Everything your delivery team needs
No more separate Trello boards, Toggl timers and Excel overviews. One place, one source of truth.
Flexible project views
Kanban, list or timeline — every team member works the way that suits them best.
Learn moreTime tracking with timer
Start the timer on a task and stop it when you're done. As simple as that.
Learn moreProject budget tracking
Set budgets per project, link hourly rates and see margins at a glance.
Learn moreTeam capacity planning
Who is overloaded next week? Capacity planning shows it in one overview.
Learn moreBranded client portal
Your client sees exactly what you want — in your brand, without extra licences.
Learn moreBook directly to invoice
Hours and project costs are automatically prepared for your next invoice.
Learn more"We used to lose an average of 6 hours per week on status updates and time logging in separate systems. Now we do everything in The Agency CRM — including the client portal. Our clients are much happier, and so are we."
Discover these features too
Quotes & invoices
Send a quote, receive approval and invoice hours directly from the project.
Learn moreReporting
Insight into revenue, margins and capacity at team and project level.
Learn moreAutomation
Let recurring tasks and notifications be created automatically.
Learn moreIn the product
See it in action