Win the pitch, scope the retainer
Build proposals with itemised deliverables and monthly costs. When the client says yes, convert straight into a tracked retainer. No copy-pasting into another tool.
Built for Agencies
Client management and retainer billing for growing agencies.
Track billable hours per client, auto-invoice at month end, and keep project notes where your team can find them.
- Per-client retainers with hours, fixed fees, or hybrid billing.
- Utilisation dashboards so nothing slips through the cracks.
- Branded quotes and invoices your clients actually want to open.
Sound familiar?
Common problems agencies face every day.
Losing track of how many hours each client has left this month
Month-end invoice scramble: pulling data from three different tools
No single view of which clients are profitable and which are quietly over-serviced
Team members logging time in different places (or not at all)
Everything you need to run your agency business
Every feature in the box, framed for the way agencies actually work.
Client briefs, notes, and history in one place
Brand guidelines, stakeholder contacts, meeting notes, past invoices, the retainer agreement. Everything your team needs to context-switch between clients without a Slack scroll.
Team scheduling across clients
See who is working on what, when. Block time for client calls, internal standups, and delivery sprints. Sync with Google Calendar for the overlap.
Chase invoices without chasing
Automated payment reminders by email. Overdue nudges that go out on schedule so you never have to write the awkward "just checking in on invoice #47" email yourself.
Some features are tier-gated. The pricing page shows exactly what's on each plan.
How agencies use Pro-cess
Real workflows that save hours every week.
1
Monthly retainer: 40 hours of design and development, overage at day rate
2
Project-based: fixed fee per deliverable, tracked against milestones
3
Hybrid: retainer for ongoing support, project quotes for new builds
4
Utilisation tracking: see which team members are over-allocated at a glance
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. Pro-cess handles multi-client retainer tracking, time logging, auto-invoicing, and client CRM. It suits digital, marketing, creative, and consultancy agencies billing by the hour or on monthly retainers.
Yes. Each client retainer is configured independently. One client might be on 30 prepaid hours per month, another on a flat monthly fee, and a third on pure hourly. The system handles all three natively.
When a retainer reaches its billing date, Pro-cess generates a draft invoice with the correct line items: base retainer fee plus any overage hours. You can auto-send it or review first.
Yes. Each team member can start a timer or manually log time against a specific retainer. The hours feed into the utilisation dashboard and the monthly invoice automatically.
Pro-cess focuses on the client and commercial side: retainers, billing, scheduling, and CRM. It complements project management tools rather than replacing them. Use Pro-cess for the money and client relationship, your PM tool for task boards and sprints.
Plans from £30/month
14 days free, no card needed. Pick a plan any time during the trial and slide straight into paid without missing a beat.