Productive Review

Productive is a comprehensive platform for agency management, designed for teams looking for a “single source of truth.” It includes sales pipeline management, resource planning/scheduling, time tracking, project management, budgeting, invoicing, and profitability reporting. It also comes with a free client portal.
One of Productive’s biggest advantages is its robust profitability-focused reporting. It tracks not only rates and revenues, but also employee salaries and company overhead costs, giving users a clear understanding of their agency’s financial health. Its forecasting features also allow users to predict future expenses and profit margins. It integrates with your Xero or QuickBooks Online account, and many other applications are supported through Zapier.

PRODUCTIVE – TUTORIAL

PRODUCTIVE – FEATURES

• Daily: log your daily work in the Time section once it’s completed.
• Weekly timesheets: track your time on a weekly basis.
• Calendar: create time entries directly from your Google or Outlook calendar.
• Desktop timer: start the desktop timer when you begin working.
• Automatic time tracking: automatically track time with pre-scheduled time bookings.
• Gantt view: easily view your project with milestones and key deliverables.
• Task-based time tracking: quickly start tracking time directly from tasks.
• Approve vacation requests: when a colleague requests vacation, their manager must approve it in the schedule. As soon as a request is approved, use a filter to see which colleagues are on leave.
• Say goodbye to Excel sheets: no more managing employee vacation data in Excel.
• Reduce the number of paid tools: save time and money by eliminating third-party tools for leave or HR management. If needed, connect to your current HR tool.
• List view: take a look at tasks and filter them by name, due date, assignees, and more.
• Board: if you prefer to move tasks on a Kanban board, choose the Board layout.
• Timeline: drag and drop, move tasks, or expand and collapse to update start and due dates.
• Workload view: check your colleagues’ workloads and delegate tasks with ease.