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Agency Management & Professional Services Automation Software

Updated: Oct 11, 2026

Run resources, projects, and finances in one platform for agencies and consultancies, with AI-powered features to drive profitability and stay on top of operations.

Agency Management & Professional Services Automation Software

About Agency Management & Professional Services Automation Software

Overview

Productive is a professional services automation platform purpose-built for agencies, consultancies, and other professional services businesses. It combines resources, projects, and finances in one platform to drive profitability and keep operations on track.

Founded in 2014 by industry veterans who built and scaled a 350-person design and development firm, Productive is self-funded and trusted by over 2,000 companies. AI-powered features help teams stay on top of day-to-day operations.

Key Benefits

  • Run resources, projects, and finances in one platform for the whole business
  • Track time with timers, timesheets, and AI time tracking suggestions
  • Create invoice drafts automatically from logged hours and link them to budgets
  • Get AI-driven insights on revenue, cost, and margins in a few clicks
  • Manage team availability and time off with AI filtering and shift priorities
  • Forecast with confidence using scenario building and long-term utilization planning

How It Works

Teams log time manually or with timers, and each logged hour links to the project budget to show profitability instantly. Once a deal is won, Productive uses AI to create tasks and views, applies automations for coordination, and converts bookings into time entries so the team stays focused on delivering work.

Use Cases

  • Agencies use Productive to streamline operations, time tracking, and profitability management
  • Consultancies run each client like a separate P&L with real-time forecasting
  • IT services teams deliver projects on time by allocating resources by skills and availability
  • Software and hi-tech firms manage resources, projects, and invoicing in one place
  • Architecture and engineering firms optimize resources to drive revenue
  • Accounting firms collaborate, track budgets, and generate actionable reporting

Why Choose This Product

Productive is built by industry experts and ships over 300 updates and improvements yearly. The platform provides enterprise-grade security audited by third-party standards and delivers an average chat support response time of about four minutes.

Key Features

🧠

AI Assistant

Ask anything in plain language to draft, summarize, and manage work inside Productive.

⏱️

Time tracking

Log hours from web, desktop, or mobile using manual entry, timers, or automatic tracking.

📊

Budgeting & profitability

Track revenue, cost, and margins across projects with real-time AI reporting.

👥

Resource planning

Manage team availability and time off with AI filtering to see who is free now and months ahead.

📈

Forecasting

Build scenarios and revenue forecasts with long-term utilization planning.

📋

Project management

AI creates tasks and views after a deal is won and automations handle coordination.

🧾

Invoicing

Create invoice drafts automatically from logged time and link them to budgets.

🎙️

Notetaker

Joins calls, captures transcripts, and turns action items into tasks automatically.

Agency Management & Professional Services Automation Software Pricing

View full pricing →
Essential
$10/mo
  • Budgeting
  • Resource planning
  • Project & task management
  • Time tracking
  • Expense management
  • Reporting
  • API access
  • AI Assistant and AI time tracking
Professional
$25/mo
  • Everything in Essential
  • HRIS & Invoicing integrations
  • Recurring budgets
  • Teams
  • Advanced task management and reports
  • Billable time and expense approvals
  • Rate cards
  • Skills
Ultimate
Custom
  • Everything in Professional
  • Revenue forecasting and Scenario Builder
  • Multiple subsidiaries
  • HubSpot integration
  • Advanced time tracking and custom fields
  • Enforce SSO or 2FA
  • Webhooks, Agents, and Connectors
Compare plans
Feature
Essential
$10/mo
Professional
$25/mo
Ultimate
Custom
Budgeting
Resource planning
Project & task management
Time tracking
Expense management
Reporting
API access
AI Assistant and AI time tracking
Everything in Essential
HRIS & Invoicing integrations
Recurring budgets
Teams
Advanced task management and reports
Billable time and expense approvals
Rate cards
Skills
Everything in Professional
Revenue forecasting and Scenario Builder
Multiple subsidiaries
HubSpot integration
Advanced time tracking and custom fields
Enforce SSO or 2FA
Webhooks, Agents, and Connectors

Pricing extracted from the product website and may change. Check the source for current details.

Frequently asked questions about Agency Management & Professional Services Automation Software

Is Agency Management & Professional Services Automation Software free?

Agency Management & Professional Services Automation Software is a paid product. See the pricing section for current plans and starting prices.

How much does Agency Management & Professional Services Automation Software cost?

Agency Management & Professional Services Automation Software offers the following plans: Essential, Professional, Ultimate. See the pricing section for what's included in each tier and any per-seat or usage-based costs.

What platforms does Agency Management & Professional Services Automation Software support?

Agency Management & Professional Services Automation Software is available on: Web, iOS, Android.