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Project management

Project management for agencies

Plan client projects from a template, assign tasks, track time against the budget and share progress in a client portal, with the client and the invoice in the same workspace.

Start free

Free plan, no card needed. Or book a demo.

Agency projects are client projects

Generic project tools know about tasks. They do not know who the client is, what they signed or whether they have paid. Agencies end up copying the same information between a CRM, a project board and an invoicing app.

In startbuddi, a project is linked to the client it is for. The brief, the tasks, the hours, the approvals and the invoice all sit next to each other, and the client can follow along in their own portal.

How agencies run projects here

  • Start from the Client delivery, Website project or Marketing campaign template.
  • Plan on a Gantt timeline with milestones and dependencies.
  • Track hours against an hours budget, and see what is left.
  • Share deliverables for approval in the client portal.

For the full agency workflow, see startbuddi for agencies.

  • Agency templatesClient delivery, Website project, Creative production and more.
  • Budget and hoursMoney and hours budgets on each project, with time logged against them.
  • Client approvalsClients approve deliverables in their portal, not in email threads.
  • Workload viewSee who has too much on next week and move a task.
Templates

Start from an agency template.

Client delivery, Website project, Marketing campaign and a Complete agency system set up milestones, tasks and due dates you can change.

  • Client delivery, Website project, Marketing campaign, Event planning and more
  • Complete agency, SaaS and consulting systems
  • Recommended picks based on your business type
More about Projects
Budget & portfolios

Budget, hours and health side by side.

Give each project a money budget and an hours budget. Time logged and linked expenses show what is spent and the cost to complete.

  • Expenses from Money Manager, linked to the project
  • Hours burn-down against the hours budget
  • Group portfolios by health, status, owner or client
More about Projects
Approvals

Approvals that do not get lost in email.

Share a deliverable for approval and the client says yes in their portal. A reminder nudges them if they forget.

  • Link each deliverable to a document, a file, a page or any web address
  • Switch on approvals and a shared task cannot be marked done until the client says yes
  • Every approval and change request in the Activity log
More about Client portals
Same workspace

Projects that know about the client and the money.

Work in startbuddi is linked to your contacts, time and invoices, so a project is never an island.

01

Time tracking

Start a timer on any task and see billable hours and their value for the week.

Explore Time tracking
02

A portal for each client

Give each client a private page to follow progress and approve deliverables.

Explore A portal for each client
03

Every client on one record

Every project is linked to the client it is for, with their messages and deals.

Explore Every client on one record
04

Invoices that get paid

Invoice the client from Money Manager when a milestone is done.

Explore Invoices that get paid
05

Drop-ins for a quick word

Every project has a Drop in button, so the team can talk it through without booking a meeting. From Starter, action items from Chip's meeting notes become tasks in the project once you check them.

More about drop-ins
Plans

Project management on every plan

Projects, tasks and timelines are on every plan, including Free. Free has 1 seat; Growth includes 5 and Scale 15. Client portal invites unlock on Starter.

Start freeCompare every plan
  • Free Included, free forever $0
  • Starter Included, 30-day trial $29/mo
  • Growth Included, 30-day trial $79/mo
  • Scale Included, 30-day trial $199/mo
Solutionstartbuddi for Creative Agencies BlogProject management for agencies: the complete guide BlogClient portals: why they save service businesses hours each week ProductProjects ProductMy work ProductWork ProductClient portals CompareBest Project Management Software GuideHow to run client projects without chaos

Questions people ask

Is there a project management tool made for small agencies?
startbuddi was built for small teams like agencies. Projects come with agency templates, time tracking, budgets and client portals, and they are linked to your CRM and invoices.
Can clients approve work without an account?
Yes. They sign in to their portal with a one-time email link and approve shared deliverables there. Inviting clients unlocks on Starter.
Can I see who is overloaded?
Yes. The workload grid shows each person's hours against their capacity, week by week, and you can reassign a task from it.
Can the team talk without booking a meeting?
Yes. Every project has a Drop in button for a quick audio chat, on every plan. From Growth, clients can also call you from the chat in their portal, and join from a personal link with no account.
What does it cost?
Projects are on every plan. Free has 1 seat; Growth ($79 a month) includes 5 seats.

Run your next project from one place.

Start from a template, invite your team and share progress with the client. Free to start.

Start free
Free plan available. Every paid plan starts with a 30-day trial.