Productive

Agencies that want pipeline, proposals, delivery, time tracking, retainers and profitability in one system instead of a CRM plus a separate delivery tool.

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Quick overview

Pricing: From $10/user/month (billed yearly); 3-seat minimum
Plans: No free plan; free 14-day trial, no credit card. Essential $10/user/month billed yearly ($12 billed monthly): budgeting, resource planning, projects and tasks, docs, time tracking, expenses, reporting, API access, 1 sales pipeline. Professional $25/user/month billed yearly ($29 billed monthly): adds recurring budgets (retainers), HRIS and invoicing integrations, rate cards, billable time approvals, advanced reports, 3 pipelines. Ultimate: custom price; adds revenue forecasting, Scenario Builder, multiple subsidiaries, HubSpot integration, SSO/2FA enforcement, webhooks. All plans require at least 3 seats. Volume discounts for 50+ users.
G2 rating: 4.6 / 5.0
Comparisons: Featured in 2 comparisons

Key features

Deals, pipelines, funnel report and proposal export to PDF
Convert a won deal into a project or budget
Budgets with revenue, cost and profit per project or client
Time tracking and resource planning
Retainer budgets and retainer invoicing (Professional and up)
Xero and QuickBooks Online integrations (Professional and up)

Pros

One system from pipeline to invoice
Won deals convert into projects or budgets
Retainer budgets and draft retainer invoices on Professional
Low per-user price for a full operations platform

Cons

Lighter sales tooling: BCC email logging, no email sequences listed
1 pipeline on Essential, 3 on Professional
HubSpot integration and revenue forecasting only on custom-priced Ultimate
Every person who tracks time needs a seat

Productive in our comparisons

CRM & Sales

Best CRM for Agencies

Productive is the best CRM for most agencies because pipeline, proposals, delivery, time, retainers and profitability live in one system. Pick HubSpot Sales Hub if you are a marketing agency on HubSpot, or Pipedrive for a sales-first CRM with proposals and projects on one plan.

Marcus WilliamsUpdated October 2026

Project Management

Best Resource Management Software

Float is the best resource management software for most teams: it is affordable, bills only scheduled people, and covers capacity, time off, skills, tentative work and budgets from its entry plan. Choose Runn for forecasting at 20+ people, or Resource Guru for clash-free scheduling of people and equipment.

Sarah ChenUpdated October 2026