There are many agency management softwares that include comprehensive feature sets. You may see names like Productive, Teamwork, Scoro, Function Point, helloHQ, and more during your search. These systems typically combine:
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Project management (i.e., project intake, project planning, and project monitoring)
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Resource management (i.e., staff scheduling and time tracking)
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Financial management (i.e., billing, invoicing and profitability reporting)
Some also offer customer relationship management (CRM) software and/or client management modules.
However, the primary thing most of these systems miss is accounting software to support invoicing, payment processes, and revenue reporting. They encourage you to integrate QuickBooks or Xero to complement their tools and fully sustain agency workflows.
Some systems, lacking more than just accounting software, advertise themselves as a “single source of truth” and encourage you to link your tech stack and use all software in sync.
Most agencies searching for “all-in-one” software typically want to reduce software costs …