PamG

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Greetings!
Our Agency is currently using several of the Zoho products to manage projects, track time (by project, Client, etc), categorize client expenses (billable or not) but it's not a perfect solution and their support doesn't seem to "get" Agency "stuff," they're more focused on software development and managing sales funnels. Before I came onboard, they had been using Asana and weren't happy with it.

We're particularly interested in being able to do a better job of tracking employee utilization, client profitability, etc. and are having a lot of trouble bending Zoho to our will and producing useful reports. We're also interested in the Agile/Sprint way of doing things, so bonus points if your solution has the capability of operating in that environment.

Any Agency out there using something that you love and seems geared towards the agency environment? Thanks for your input!

~Pam
 

Colan Nielsen

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Hi Pam,

We use Asana for PM and Harvest for team/client time tracking. They integrate with each other. I like them both.
 

PamG

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To clarify my previous question re: billing clients. This would be more for billing them for expenses, not time.
 

Colan Nielsen

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For billing clients we use software from a company called Practice Ignition.
 

Tim Colling

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We use Freedcamp for project management and developer time tracking. We use WaveApps for billing.
 

Conor Treacy

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We use Accelo. Time tracking, project management, task management, employee scheduling and time allocation, retainers, invoices and individual tickets (which can be invoiced before or after completion). Asset management, software expenses, it has it all.

Clients can also log into the system to review status, communicate, submit new requests, upload files etc - we don't use the Client portal section.

The software has saved us thousands of dollars in lost billing. Now we time track phone calls, meetings, even opening an email - everything is tracked and billed.

We've been using it for about 3 years. Not perfect, there's still things we want, but we don't use any additional software (other than Quickbooks).
 

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