Verbial
5.0 out of 5 stars
(1 Rating)
Verbial is web-based agency management software for marketing agencies. It combines a CRM pipeline with proposals and e-signatures, client and project records, time tracking, invoicing and profitability reporting. Teams can turn a won deal into a proposal, client, project and first invoice, approve weekly timesheets, and use approved hours when preparing invoices. The software supports recurring retainers, hourly and project billing, usage overages and ad-spend pass-through. Client portal reporting and profitability views help agencies review delivery and account performance. Integrations include Google Workspace, Gmail, Google Calendar, QuickBooks Online, Slack, Ahrefs and selected AI and meeting tools. Verbial helps agencies coordinate client work, recurring revenue, delivery budgets and margins.
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HoneyBook
4.6 out of 5 stars
(16 Ratings)
HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With their business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant.
This all-in-one management platform streamlines business processes, from first inquiry to final payment, so business owners can spend less time on administrative work and more time focusing on what got them passionate about their business in the first place.
With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.
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Ravetree
4.9 out of 5 stars
(10 Ratings)
Ravetree is an all-in-one platform built for client service businesses that demand more than just basic project management. With Ravetree, you can forecast project budgets, track actual spend, and gain instant insights into fees, costs, and profitability—keeping every project financially transparent and on track. Our robust time tracking and billing features allow you to create client-specific rate cards with customizable start and end dates, ensuring billing accuracy and flexibility across all engagements. Assign multiple team members to the same task, each with their own bill rate, work role, and time estimate, so you can accurately reflect the unique contributions and costs of every specialist involved. Ravetree streamlines invoicing, resource planning, and client collaboration, eliminating the need for spreadsheets and disconnected tools. For businesses that need a platform that truly supports their unique needs and drives client satisfaction, Ravetree is the clear choice.
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Proteus
Proteus is the complete project management software built by energy experts for the energy sector. Proteus brings pre-project planning, winning business, resource management, project management, collaboration, project financials, and business intelligence into one integrated solution. Proteus moves companies in oil and gas and renewables away from a fixed cost model to an on-demand model, crucial to staying competitive in a low margin environment. Move faster, win more business, deliver more projects and keep work simplified.
Proteus brings everything together in one single view: clients, proposals, projects, invoicing, documents, inventory, and more- all in one place on a centralized platform. Proteus dramatically improves efficiency by improving the way margins are managed, resulting in cost savings to allow your company to scale and grow. Maximize value across the project lifecycle. Get better visibility, better control, better consistency and better productivity.
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