How do retainers work in Pike?

Set up each retainer as a project with a time budget for the period. Logged hours count against the budget. Invoice from approved hours, or bill a fixed amount on a recurring invoice.

Can we see profitability per client?

Yes. Pike rolls hours, invoices, and expenses up to each customer and shows revenue, cost, and margin. Rank clients by margin and open the hours behind any figure.

Does Pike connect to HubSpot?

Yes. HubSpot companies, contacts, and deals sync into Pike. When a deal closes as won in HubSpot, it shows as won in Pike and you attach the project.

How do we keep ad spend out of our margin?

Log it as a billable expense on the client's project. Billable project expenses are treated as pass-through and left out of cost, so margin reflects your team's work.

Can clients follow campaign progress?

Yes. Invite them as guests at no cost. They see only the projects you add them to and can comment on tasks.

Industries · Marketing agencies

Know which retainers
pay for themselves

Pike puts every client retainer, the hours behind it, and the team's capacity in one workspace. Account leads see overservicing in week two, not at month-end.

Contact sales

List of client retainers in Pike with hours used against each monthly time budget

Sound familiar

Where agency margin leaks

Retainers look profitable on the contract. The hours tell a different story, and they arrive too late to act on.

Overservicing found at month-end

The team gives a client extra reporting, extra revisions, and an unplanned workshop. Nobody sees it until timesheets close and the retainer is spent.

Every client wants Tuesday

Launches stack up across accounts. Without one view of the team's week, account managers promise the same specialist to three clients.

Media spend clouding the margin

Ad spend and print runs pass through your books. Mixed in with team cost, they make margin per client impossible to read.

Retainers

Track every retainer against its hours

Give each retainer a time budget. Logged hours count against it as the month runs.

Account leads see which clients are on track and which are eating into next month, while there is still time to reset scope.

Monthly retainers with hours used against budget and one client over its hours

Campaign launch template with phases and tasks, used to start a new campaign

Campaigns from a template

Set up a launch once with phases, tasks, owners, and dependencies. Start the next campaign from it.

Billable media spend expense on a client project, left out of project cost and margin

Pass-through costs kept apart

Log media spend as a billable expense on the client's project. Pike treats it as pass-through, so it stays out of your margin.

Capacity

Plan the team across every account

One grid of people and weeks across all clients. Over-booked specialists show in red.

Move a launch or reassign a task and see availability update before you confirm dates with the client.

Capacity heatmap of an agency team by week with one specialist over capacity

Who uses it

One workspace for the whole agency

Each role opens Pike to the numbers it answers for.

Agency owner

Margin by client and retainer health across the book, ready for the next pricing review.

Account director

Hours against each retainer, upcoming launches, and who is free to take them.

Specialist

Your tasks across clients, one timer, and a weekly timesheet to submit.

Questions from marketing agencies

Want the details? Read the full docs

The features behind this page

Time & absence

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

Resourcing & capacity

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

Customers & sales

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

Put your retainers in Pike

Contact sales

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Industries · Marketing agencies

Know which retainers
pay for themselves

Pike puts every client retainer, the hours behind it, and the team's capacity in one workspace. Account leads see overservicing in week two, not at month-end.

Contact sales

Sound familiar