AI TOOL PROFILE
Productive.io: Agency Management & Professional Services Automation Software
- Operations
- Project Management
- Professional services firms
- Creative and digital agencies
- IT service providers
- Management consultancies
- Accounting and architecture firms
Pricing
Plans start at $10 per user per month (billed yearly) for the Essential tier. Higher tiers include Professional ($25/mo billed yearly) and Ultimate ($33/mo billed yearly). Volume discounts are available for companies with 50+ users.
At a glance
- Best for
- Professional services firms, Creative and digital agencies, IT service providers, Management consultancies, Accounting and architecture firms
- Key use cases
- Agency Operations Management, Billable Hour Tracking, Financial Oversight, Capacity Planning
- Integrations
- Xero, QuickBooks, Jira, Slack, HubSpot
- Official website
- Visit Productive.io official website
How AI is used
Productive.io is a professional services automation (PSA) tool designed to centralize the operational side of running a service-based business. It combines project management with financial tools and resource scheduling, which may reduce the need for teams to rely on disconnected spreadsheets.
The platform is built for agencies, consultancies, and IT service providers. It helps these businesses manage a project lifecycle, from initial sales deals in the CRM to time tracking and invoicing.
Key capabilities include resource planning based on staff availability and skills, as well as financial oversight through budgeting and revenue forecasting. The tool also includes AI features to help generate reports and create tasks.
Buyers should confirm which plan they need, as some financial tools like revenue forecasting and the Scenario Builder are available only in the Ultimate plan.
Key Features
Resource Planning
Supports allocating team members based on skills, seniority, and availability.
Time Tracking
Includes timers, timesheets, and suggestions to track billable hours and monitor budget spend.
Financial Management
Includes tools for budgeting, invoicing, expense management, and revenue recognition.
Sales CRM
Tracks deals, companies, and contacts, with the ability to convert won deals into projects.
AI Assistant and Reporting
Supports report building via natural language and the creation of routine tasks.
Scenario Builder
Supports project planning and forecasting to help manage resource allocation.
Use Cases
Agency Operations Management
Centralizing projects, budgets, and resource allocation to gain a high-level view of company performance.
Billable Hour Tracking
Using timers and timesheets to capture billable work and link it to project budgets.
Financial Oversight
Monitoring project profitability in real time and managing recurring retainer invoicing.
Capacity Planning
Planning team utilization in advance to identify staffing gaps or over-allocation.
Integrations
- Xero
- QuickBooks
- Jira
- Slack
- HubSpot
- Google Calendar
- Zapier
- Sage
- Exact
- Fortnox
- Twinfield
- Personio
- BambooHR
- CharlieHR
- Rippling
- HiBob
FAQ
Who is Productive.io designed for?
- It is designed for professional services businesses, including agencies, consultancies, IT services, accounting firms, and architecture & engineering firms.
Does Productive.io offer a free trial?
- Yes, there is a free 14-day trial available that does not require a credit card.
Can clients be added to the platform?
- Yes, clients can be invited to projects to check progress in real time free of charge.
What are the minimum seat requirements?
- All plans require a minimum of 3 user seats.
Source category: Operations
Source subcategory: Project Management
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