Project management for agencies and studios
Brand refreshes, campaigns and website builds move across one board, with every brief, file and round of feedback on the task itself. Clients follow their work in a portal, and you see who has room for the next job before you say yes to it.
Free for 3 users, for as long as you like. Works on any device.
To do 2
In progress 2
With client 1
Agency work, without the chasing
Many clients, many deadlines and a creative team pulled in every direction. These are the knots agency owners tell us about.
Feedback arrives everywhere
Comments on the logo come by email, the copy changes come on chat and the final files sit in someone's downloads folder.
Invite the client to their portal. They comment on the tasks and files you share, and the whole thread stays on the task for the next designer to read.
Everyone is busy, nobody knows who is free
A new pitch comes in and you guess who can take it, then find out on Friday that your lead designer had three deadlines on the same day.
Workload shows hours planned for each person, day by day, against their working day. Move a task to someone with room before you promise a date.
Every job starts from a blank page
Each new website or campaign means writing the same forty tasks again and forgetting two of them.
Save a past job as a template with its task lists, checklists and milestones. The next one starts in a click, with every date moved to the new start.
Profit is a guess until year end
You only learn a fixed-fee job ran over when the hours are added up months later.
Set a budget in hours or cost. Managers are told when it reaches the level you choose, and the Finance tab shows invoiced, costs and profit on each project.
From signed brief to final hand-over
- The brief is won
A deal marked won in Ellibo CRM starts the project with the client's name, from the template you pick.
- Work moves on the board
Designers, writers and developers drag their cards from To do to With client. Everyone sees their own tasks in My Work.
- The client reviews
The client sees only the task lists you share, comments on them and uploads files. Internal notes marked Team only stay hidden.
- Bill and close
Invoice the fixed fee, the milestones or the billable hours straight into your books with VAT or sales tax, and see the project's profit.
Built for creative teams with many clients
Board, list, calendar and Gantt
The same work four ways. Creatives like the board, account managers like the calendar, and the owner reads the Gantt.
Client portal
Clients follow tasks, milestones, documents and meetings you choose, comment and pay invoices online. Client users don't take a seat.
Workload
See each person's planned hours day by day, so a busy week is visible before it becomes a late one.
Templates
Brand identity, website, social campaign: save each as a template and start the next one with its dates in place.
Budgets and profit
Hours and cost against the budget for each project, with a warning to managers before it runs over.
Portfolio dashboard
Every client project on one screen with progress, overdue work, budget and health.
Ready for Monday's stand-up
- Add your team and set each person's working day.
- Create a project for each live client job, or import them from a spreadsheet.
- Turn your usual website or campaign plan into a template.
- Set the billing method and budget on your fixed-fee jobs.
- Invite one client to the portal and choose what they see.
Add more Ellibo apps when you need them
One account, the same customers, items and team in every app.
CRMStart a project from a won deal, with the client already filled in. TimesheetsOne weekly sheet for project hours and other client jobs. SubscriptionsBill monthly retainers as plans that renew by themselves.Projects for agencies & studios: FAQ
Can clients give feedback without seeing our internal notes?
Yes. Clients see only what you share in the portal. Task lists, comments, files, discussions and meetings marked Team only stay hidden, and chat, time and money are never shown to clients.
Do client users cost extra?
Client users don't take one of your user seats. The client portal is in the Professional plan with 10 client users, and you can add packs of 10 more.
How do we see who has time for a new job?
Open Workload. It shows the hours planned for each person, day by day, against their working day, so you can give the job to someone with room.
Can we bill a fixed fee in parts?
Yes. Choose Fixed fee and invoice it in parts or in full, or set an amount for each milestone and invoice it when the milestone is reached.
Can we reuse the plan from our last website project?
Yes. Save the project as a template. New projects start with its task lists, tasks, subtasks, checklists and milestones, with the dates moved to the new start.
Is there a free plan?
Yes. Projects is free for 3 users and 2 active projects, and every new business gets a 14-day trial of every feature with no card needed.
Projects for other businesses
More Ellibo apps for agencies & professional services
Give every client brief a clear path to done
Free for 3 users, for as long as you like. Add more apps whenever you are ready.