RevOps Tools

Productive.io

Agency management software with built-in project, resource, and billing tools.
Productive.io homepage screenshot

Productive.io is an all-in-one agency management platform that combines project management, resource planning, time tracking, and financial reporting in a single tool. Designed for professional services firms and agencies, it provides the full operational view needed to manage capacity, profitability, and client delivery.

Product Overview

Productive.io centralizes the agency workflow from sales pipeline to project delivery and invoicing. Its resource management module shows team capacity across projects in real time, while its financial forecasting tools track project margins, burn rates, and revenue recognition — giving agency leaders full visibility into business performance.

Key Features

  • Project & Task Management: Gantt charts, task boards, and workback schedules for managing client project delivery.
  • Resource Management: Real-time capacity planning showing team utilization and availability across all active projects.
  • Time Tracking: Integrated time logging tied to projects and tasks for accurate billing and profitability tracking.
  • Financial Forecasting: Revenue, cost, and margin forecasting by project, client, and team with budget-vs-actual reporting.
  • Invoicing & Billing: Generate client invoices from tracked time and fixed-fee milestones, with QuickBooks and Xero integration.

Best For

Digital agencies, consulting firms, and professional services businesses that need to manage projects, people, and profitability in a single connected platform.

Pricing

Essential from $9/user/month. Professional from $24/user/month. Ultimate from $32/user/month. Annual discounts available.

Key Integrations

Salesforce, HubSpot, QuickBooks, Xero, Slack, Jira, Google Workspace

Pros

  • Purpose-built for agencies with financial forecasting built in
  • Resource management prevents over-utilization and delivery bottlenecks
  • Single platform replaces multiple agency tools

Cons

  • Less suitable for non-agency businesses with different project types
  • Advanced reporting requires higher-tier plans

Productive.io Website →

About the author

RevOps Tools

Curated Revenue Operations Technologies

RevOps Tools

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