What is agency management software?

Agency management software is a platform that centralizes project delivery, resource allocation, time tracking, and client invoicing for agencies. Rather than juggling separate tools for projects, timesheets, and billing, a single connected platform means data flows directly from tracked hours into invoices and financial reporting so nothing falls through the cracks between tools.

How is Pike different from Asana or Monday for agencies?

Asana and Monday are general-purpose project management tools that do not include financial or billing functionality. Pike is built specifically for agencies and includes project management, billable time tracking, resource allocation, invoicing, and client profitability reporting in one platform. You see the full picture from task completion to margin without leaving the tool or exporting to spreadsheets.

Can Pike replace Harvest for agency time tracking?

Yes. Pike includes time tracking with weekly timesheets, task-level entries, manager approval workflows, and full admin oversight. Unlike Harvest, tracked hours are natively connected to project budgets and invoicing so there is no syncing between separate tools, no data gaps, and no manual reconciliation at billing time.

Does Pike handle client invoicing for agencies?

Yes. Pike generates invoices directly from tracked time and expenses, with support for billable rates by role, project, or client. You can review, send, and track payment status without exporting data to a separate billing system. Everything that was tracked flows into the invoice automatically.

How does Pike handle resource allocation across agency projects?

Pike provides a capacity heatmap and allocation timeline showing every team member workload across all active projects. You can filter by skills and roles, drag and drop allocations between projects, and see remaining capacity in hours or percentage so you always know who can take on more before you overcommit.

Is Pike suitable for creative and digital agencies?

Yes. Pike is designed for modern agencies including creative, digital, marketing, and branding teams. It handles the complete delivery and financial workflow: project planning, team allocation, billable time tracking, client profitability reporting, and automated invoicing. If you are switching from another tool, the switch guide walks you through the full process.

Agency Management Software

Run your agency on facts
not feelingsRun your agency on facts not feelings

Manage projects, time, resources, customers, and finances in one place.

One platform built for how agencies actually work.

Contact sales

Timeline view of a project's tasks in the project management section

Time tracking section dashboard with a list of tasks and their durations

Finance section dashboard with a list of invoices and their amounts

Resources section dashboard with a list of resources and their availability

Invoicing section dashboard with a list of invoices and their amounts

Customers section dashboard with a list of customers and their details

Agency Management Software

Run your agency on facts
not feelingsRun your agency on facts not feelings

Manage projects, time, resources, customers, and finances in one place.

One platform built for how agencies actually work.

Contact sales

Trusted by 500+ agencies and consultancies

Built around profit

Every hour, project, and client rolls up to the number you run the firm on: profit.

Everyone in the same tool

When the whole team works in one place, every hour and update lands in data you can trust.

Your business, live

Utilization, margin, and capacity update as work happens, so you decide on today's numbers.

Built for agencies

Crafted for modern agencies to ensure productivity and profitability.
Plan projects, staff teams, track time, and invoice clients without tool chaos.

Projects

Board, list, and timeline views with milestones, dependencies, and templates.

Resources

See capacity at a glance, soft-book tentative work, and staff roles with placeholders.

Finance

Live margin by client, project, and team, with invoices that flow to your bookkeeping.

Dashboards

The state of your business on one screen, filtered any way you ask.

Customers

Deals convert to projects, with pipeline, delivery, and profitability per customer.

Time management

Timers, one-click logging, and approvals, with every hour priced into project financials.

A delivery tool your
team will actually use

Centralise every task, update, and deadline in one place, so when a project slips, you know before your client does.

Project management views showing board, list and timeline layouts for task organization in light mode

See work your way: Board, list, and timeline views of the same tasks, so everyone works how they like.
Structure big projects: Milestones, dependencies, and subtasks keep long engagements on rails.
Keep the conversation on the task: Comments, tags, and mentions stay on the task, so context is always attached.
Start from a template: Reuse project and task templates so kickoffs take minutes.

Profitability isn't
a monthly afterthought

Utilization tells you what's coming. Here's what it turned into: live margin on every client, project, and team.

Finance dashboard showing invoicing and profitability

Compare work side by side: Rank clients, projects, and teams by margin and spot what to reprice or stop selling.
Slice it however you ask: Profit by customer, project, team, or the whole business, in one view.
One source of truth with your books: Sync with QuickBooks, Xero, or e-conomic so nothing is entered twice.

Know who has capacity
and who's at the limit

One view of how your whole team is utilized against their actual capacity.

Light mode view of organizational resource allocation dashboard showing team capacity, project assignments and workload distribution

Timeline view of resource allocation showing capacity and project assignments over time

Zoom from a day to a year: Check tomorrow's crunch or a full year of utilization, by project, team, or person.
Plan tentative next to confirmed: Soft-book work that might land, and see how it affects capacity before you commit.
Hold space with placeholders: Staff by role or skill first, and swap in real people once you know who.
Reallocate in seconds: Drag work between people and see remaining capacity change immediately.

Time logged now,
revenue visible instantly

Log hours where the work happens and they land in project financials the same moment.

Time planned vs actual chart in light mode

Start a timer, stay in flow: Start, stop, and pick the timer back up as you move between tasks.
Log from wherever you are: One click from a task, a list, or the weekly timesheet.
Set the rules once: Require notes on entries and route them through approval, or keep it lightweight.
See hours as money: Break time down by project, team, or person and see what it's worth in revenue.

Evaluate your customer
relationships with data

Connect your pipeline to delivery data and see which relationships to grow, which to reprice, and which to stop saying yes to.

Northwind Corporation

Customer since 2024

AI analysis

High profitability

Strong performance: 15% profit growth, 20% faster delivery. Opportunities to expand with current capacity.

Active projects

Website redesign

In progress - 60%

Mobile app

Planning phase - 20%

Active deals

Corporate strategy

Negotiation

Rebrand 2028

Proposal sent

Convert to project

Mark as won

Change status

Change responsible

Delete

Others

Key contacts

John Smith

CEO

Sarah Johnson

Technical lead

From deal to delivery: Deals convert into projects, so sales and delivery share one record.
Know who's worth growing: Profitability per customer and trends show you where to invest the relationship.
One thread per customer: Comments on customers and deals keep agreements and follow-ups in one place.
Give clients a window: A customer portal shows clients progress the moment they wonder about it.

ISO 27001

GDPR

SOC 2 Type II

Trusted by companies worldwide to safeguard sensitive client data and maintain the highest standards of information security and privacy protection.

FAQ

Work is better with Pike

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Run your agency on factsnot feelingsRun your agency on facts not feelings