Function Point

Create flexible billing estimates using blended rates

Set different billing rates for blended, role-based, and individual staff rates

Set and manage budgets at campaign and project levels

Define custom billing rates for different team members and services

Ensure projects are properly budgeted and clients are accurately billed

Add markups to expenses for client billing

Track and manage project expenses for accurate billing

Set and manage budgets for individual projects

Manage retainer-based billing and client relationships

Create hundreds of invoices at once with batch invoicing tools

Set budgets at the task level for granular financial control

Organize projects within campaign hierarchies for better structure

Track changes and revisions to project scope

Create detailed creative briefs for design and content projects

Create and manage briefs for client communication and project setup

Share project files and assets within the platform

Visualize project timelines with Gantt chart view

View and manage tasks using Kanban board visualization

Create and manage project briefs for client communication

Keep projects on schedule and under budget with comprehensive project management tools

Reuse project schedules and templates across similar projects

Define dependencies between tasks to manage project workflow

Create reverse schedules from project deadlines to plan tasks

Real-time performance insights with complete visibility into core agency metrics

Create and save custom reports for ongoing analysis

Visualize data with charts and graphs for better insights

Project margins on projects and clients

Analyze profitability across different clients, projects, and service offerings

Assess profitability and return on investment for individual projects

Share reports with team members and stakeholders

Project future revenue based on current projects and pipeline

Track and analyze sales pipeline opportunities

Track and analyze staff billable utilization and efficiency metrics

Track staff efficiency in billable time versus overall utilization

Create custom work calendars for different teams and projects

Include tentative future projects in resource forecasting

Track team member time off in resource planning

Forecast resource needs by role and individual staff members

Optimize team resources and eliminate bottlenecks in project allocation

Monitor and optimize how efficiently staff time is being used

Allocate team members to projects efficiently

Plan future workloads and view projects heading your way