Agency Operations Software for Design Agencies

Design agencies need to manage creative projects, share design files with clients, track revisions, and invoice for design work. You need a platform that handles the full creative workflow.

Key Features

• Project management for branding, web design, and print projects
• File sharing per project with client portal access
• Milestone tracking for design phases (discovery, concepts, revisions, final)
• Invoice clients for one-time projects or recurring design retainers
• Client portal where clients view designs, download files, and approve work
• Built-in e-signature for design contracts and proposals

Common Challenges

• •Sharing design files via email or Dropbox—hard to track versions
• •Clients asking 'where are we on Project X?' constantly
• •Managing projects in Basecamp but invoicing in FreshBooks
• •Not tracking project profitability—taking on unprofitable work
• •Paying for multiple tools (Basecamp, Dropbox, FreshBooks, DocuSign)

How Agency Operations Software Helps

• All design files in one place, linked to projects and clients
• Client portal shows project status and milestones—reduces emails
• Integrated project management and invoicing in one platform
• See which design projects are profitable before taking on more
• Replace Basecamp, Dropbox, FreshBooks, and DocuSign with one platform
• One-time payment instead of $100–$300+ per month