Productive Software Review 2022

Productive

Productive is an all-in-one agency management software solution that enables users across the organization to view, track, and organize real-time business data. Business owners, operations managers, sales reps, and project teams use a single flexible platform that streamlines and standardizes processes to streamline performance and imporve productivity. Unified real-time data shown in interactive and collaborative work views and dynamic reports enable users to make timely and accurate decisions.

Table of Contents

Productive Review: Features and Strengths

Budgeting and Reporting

Productive offers a flexible budget management tool that can accommodate various kinds of budgets, such as fixed-price, hourly, and mixed, with or without third-party expenses. It has a recurring budget feature to manage retainers. Users can split budgets into phases when dealing with large, long-term projects. Budget tracking and profitability tools display key metrics in real time for up-to-the minute reporting

The software includes more than 50 reports that agencies can use readily. Reports consolidate data from different sources such as service rates, salaries, tracked time, budgets, capacity, and availability. Utilization reports allow managers to monitor and maximize profitability. This means users can easily see where expenses are going, and profits are coming from through granular reporting on projects, clients, employees, or industries. Productive also allows building of customized reports or building from scratch.

Project Management and Resource Planning

Productive provides teams with several work views such as list, table, board, calendar, and timeline view so they can look at work in the most meaningful way. It allows for task management and collaboration where users can subscribe to tasks and track their progress, assign date ranges and deadlines, and use checklists with To-Dos. Productive also has quote-to-project, updates and mentions, and project templates.

The Resource Planning tool lets users balance the team workload and assigned tasks. Available heatmapping shows who among the team members has more than enough on their plate and who can still take on more work. Other features include placeholders, advanced time booking, and popup assistance in timesheet entry. It also has time-off approval and filters, custom fields, and grouping by team, skill, department, or seniority.

Billing, Time Tracking, Sales, and More

Productive’s time-saving invoicing features allow users to create invoices for tracked but un-invoiced time on hourly projects, or remaining amounts on fixed projects. Users can combine various projects and services, bill an entire project or a portion, and invoice based on recurring budgets. The software can also invoice, track, and pay expenses in multiple currencies.

productive’s time tracking feature lets users capture real-time data of daily work and review on a daily or weekly basis weekly basis. It integrates with other calendar programs, provides a desktop timer app, automatically tracks time with pre-scheduled bookings, and tracks time directly within tasks. Other features include sales pipeline management, opportunities and deals management, email automation, and other sales reports.

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Productive Pricing

Productive pricing is available in several plans that agencies can choose from depending on their growth and scale.

Plans are offered on a per user per month model that customers can pay either on a monthly basis or a yearly basis for a discount. All plans include GDPR compliance, native iOS and Android apps, an open API that can connect to thousands of apps, 2FA, desktop app, chat and email support, and data encryption at rest. Interested users can try any of the plans free for 14 days or talk to sales for a demo.

  • The Essential Plan at $17 /user /month billed yearly (or $20 /user billed monthly) provides features that help a customer get started on agency management. It includes budgeting, project and task management, time tracking, time-off management, expense management, and reporting.
  • The Professional Plan at $24 /user /month billed yearly includes all features in Essential in addition to invoicing integrations, recurring budgets, team management, advanced task management, advanced reports, and custom fields.
  • The Ultimate Plan at $32 /user /month billed yearly includes everything in Professional plus revenue forecasting, advanced time tracking, expense approvals, overhead calculation, multiple subsidiaries, SSO or 2FA, and other advanced features.

An Enterprise plan for more than 50 users with extra support and customization options is also available upon direct request from the sales team.

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Who Uses Productive?

Productive is an all-in-one agency management platform for businesses of all sizes. It is highly preferred by small to midsize marketing, advertising, and IT services companies, especially by financial managers, CEOs, operations managers, account managers, and project teams for its combined features, customer support, and ease of setup and use. Customers include Typeqast, Brigada*, Seven2, BICG, Makerstreet, DotControl, Tandem X Visuals, Infinum, and Akcelo.

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Productive Supported Language

Productive is currently in English only, with translation to other languages such as German, French, Chinese, and Japanese in the pipeline.

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Case Studies

Luka Marić is the Head of Operations at a digital agency with offices in the US and Europe and with big-name clients like Nike, Philips, Samsung, and Coca-Cola. With over 350 employees, the company needed a comprehensive agency management solution with powerful resource planning features to track workload, assign people on projects, and create reports on utilization.

Productive handles all these important functions for Luka and his team, providing different categories of time-off events that people can request and the software tracks. It automatically calculates an employee’s available time for project-related work. Also, it generates several utilization reports and forecasts of production capacity to provide both lagging and leading indicators to help the managers make the right decisions.

Miles Scott is the Chief Operating Officer of a brand experience agency based in Sydney. With 150 teammates spread out from Australia to Canada, Miles is in charge of day-to-day finance, resource management, and keeping operations on track. Previously, the company was using different tools, with one tool for scheduling, another for budgeting, and still another for sales pipeline.

Productive enables the company to link scheduling with estimates and budgets. Miles and his team can now easily unify data on future scheduled work with finance, expected revenue, profitability, or project-related issues. Also, the onboarding experience is unlike any other; very relevant, customized, and well-prepared.

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Why Choose Productive?

Productive helps replace multiple, disconnected tools with one integrated agency management solution. Users get comprehensive monitoring and management of client projects and workflows from start to end of the whole project lifecycle. This allows teams and companies to run every project or client account with flexibility, continuity, and a greater focus on profitability without missing any data or skipping any process.

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Company Info

Productive is a privately held, self-funded software company with headquarters in Claymont, DE. It was founded in 2014 by industry veterans behind Infinum, an IT development and consulting company founded by Tomislav Car, who is also CEO of Productive. Its mission is to serve agencies and help them thrive. The company’s goal is to continuously grow as a business and serve its customers and employees the best way it can.

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3 Smartsheet

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