Agency Operations Software for Software Agencies

Software agencies need to manage development projects, track sprints and milestones, invoice clients for development work, and provide visibility into project progress. You need a platform that handles the full software development agency workflow.

Key Features

• Project management for software development projects with tasks and milestones
• Track sprints, releases, and development phases
• Invoice clients for fixed-price projects, hourly work, or milestone-based billing
• Client portal where clients see project status, milestones, and download deliverables
• File sharing for code repositories, documentation, and project assets
• Built-in e-signature for development contracts and NDAs

Common Challenges

• •Managing clients in CRM but projects in Jira or GitHub
• •Creating invoices manually from time tracking and project data
• •Clients asking for project updates and milestone status via email
• •Not tracking which development projects are profitable
• •Paying for multiple tools (CRM, project management, invoicing, e-signature)
• •Scattered project information across GitHub, Jira, Slack, and email

How Agency Operations Software Helps

• Integrated CRM and project management for software development workflows
• Automated invoicing from projects with milestone tracking
• Client portal shows project status and milestones—reduces status update emails
• See project profitability by tracking revenue vs. development costs
• Replace Salesforce, Jira, FreshBooks, and DocuSign with one platform
• One-time payment saves $3,000–$8,000+ per year vs. per-user SaaS fees