New business pipeline + project kick-off
Capture new business enquiries via a public form, route into your pipeline, schedule discovery calls. Once won, convert directly to a project with kick-off tasks.
Built for Agencies
Agency software for the small studios trying to do it all properly.
Client retainers, project pipelines, time tracking, recurring billing and team coordination, without the seven-tool subscription tax.
- Per-client retainer hours with overage tracking and automatic monthly billing.
- Project pipelines that move from enquiry through delivery without losing context.
- Time logged once, against the client and project, no double-entry across timesheets and invoicing.
Sound familiar?
Common problems agencies face every day.
Retainer hours tracked separately from time tracking, separately from invoicing
New business enquiries lost between the contact form and the project pipeline
Five tools billed monthly that don't talk to each other and need an admin person to keep in sync
Project handovers between team members start with "let me find the brief"
Everything you need to run your agency work business
Every feature in the box, framed for the way agencies actually work.
Project quotes + retainer pricing in one place
Quote one-off projects with itemised line items and milestones, or set up monthly retainer agreements with included hours and overage rates. Client accepts online, work begins.
Every client, every project, every conversation
Per-client records hold every project, every quote, every invoice, every email. New team members onboard onto a client by reading one screen, not seven Notion docs.
Time tracking against client + project
Log time against the client and project as you go. Time auto-deducts from retainer balances and feeds directly into project invoicing. No separate timesheet tool.
Client comms that stay on the project
Email or SMS clients from inside Pro-cess and the conversation logs against the project. Next team member who picks up the work sees the thread, no "let me find that email" moments.
Client visit planning, postcode-aware
For agencies doing client site visits, the diary buffers travel time and orders multiple visits by postcode. Online-first agencies can ignore this entirely.
How agencies use Pro-cess
Real workflows that save hours every week.
1
Per-client retainer hours with overage tracking + monthly direct debit billing
2
New business pipeline from enquiry through discovery to project win
3
Project pipelines with milestones, deliverables and client sign-off
4
Time tracking against client + project + retainer, no double-entry
Explore Pro-cess features
Dive deeper into the tools that help agencies run their business.
Also used by
Other businesses in the same category running on Pro-cess.
Frequently asked questions
Common questions about Pro-cess for agencies.
Yes. The platform handles solo studios and small agency teams (typically up to 30 people). Per-client retainer tracking, project pipelines, time tracking, recurring billing, team coordination, and unified inbox all in one place. Stops the typical "Asana + Toggl + Harvest + Xero + a CRM" stack at the door.
Set a monthly retainer per client (e.g. 40 hours at £100/hour). Team logs time against client + project as they work. Time auto-deducts from the retainer balance. Hit 80%, you and the client get an alert. Overage hours bill at the agreed rate on the next invoice cycle.
Yes. Quote one-off projects as separate work items with their own scope, milestones and invoicing. Time logged against a project doesn't draw down on retainer hours. Project invoicing happens independently of the recurring monthly retainer billing.
Every team member logs time against the client and project as they go (web or mobile). Time appears immediately on the project view and the retainer balance. No syncing tools, no double-entry. Approvals can be turned on for senior review before time bills.
Yes. GoCardless direct debit is built in. Mandate at client onboarding, then Pro-cess collects the monthly retainer automatically. Predictable cash flow, no chasing, lower fees than card payments.
Yes. Use the public booking page or a custom enquiry form to capture new business leads. Move them through pipeline stages (enquiry, discovery, proposal, won, lost). Once won, convert directly into a project with the agreed scope and milestones.
Yes. The AI marketing assistant generates campaign copy, subject lines, social posts and service descriptions, brand-aware to the client account you're running it in. Useful for agencies who manage their clients' marketing inside the same platform.
Yes. Xero and QuickBooks both sync invoices, payments and customer contacts. Project invoices and retainer billing stay clearly separated, so your accountant sees one-off project revenue vs recurring retainer revenue cleanly.
Plans from £20/user/month
14 days free, no card needed. Pick a plan any time during the trial and slide straight into paid without missing a beat.