Agencies & professional services
Know which clients make money before the month closes
Client projects, retainers and billable hours in one place. Every hour lands on the right client, at the right rate, and the margin is there while you can still act on it.
| Mon | Tue | Wed | Thu | Fri | |
|---|---|---|---|---|---|
| Nordwind rebrand | 4 | 3.5 | 5 | 2 | 3 |
| Kaya retainer | 2 | 2 | 1.5 | 3 | 2 |
| Helio web shop | 1.5 | 2 | 1 | 2.5 | 2 |
| Internal pitch | – | 0.5 | – | 0.5 | 1 |
Week total · 37 h billable39.0
Submit weekApproved by Murat ÖzHow agencies run a client job in Akollo
From the signed proposal to the invoice draft, the client, the plan, the hours and the margin stay in one record.
- CRM
Start from the client account
The account holds the contacts, the open opportunities and every project you deliver for that client.
- Projects
Set up the job from a template
A template for a website, a campaign or a monthly retainer puts phases, tasks and owners in place on day one.
- Resource planning
Staff it with the people who are free
See who has room across all client work before you agree a start date, and spot the person booked twice.
- Time tracking
Log billable and internal hours
Timers, weekly timesheets or the desktop agent. Each hour carries its client, project and whether it can be billed.
- Budgets & profitability
Check the margin and prepare the invoice
Rates by client, role or person turn hours into revenue. Compare it with cost and start the invoice draft from approved work.
The views agency teams open every day
Account managers, producers and finance read the same records, so nobody rebuilds the numbers in a spreadsheet.
Client project board
Every deliverable for a client as a card, from brief to approved, with owner, due date and the hours already spent.
- Columns that match your client approvals
- Comments and files on the card
- Filters by client and owner
Budget against actual
Each project or retainer budget in hours, cost or revenue, with how much is used and a warning before it runs out.
- Budgets in hours or money
- Alerts as usage climbs
- Variance by project
Profitability by project
Cost, expenses, revenue and margin per project and month, with the cost lines behind every figure.
- Margin per month
- Hours without a cost rate flagged
- Forecast per row
Accounts and pipeline
Client accounts with their contacts, activities and opportunities, next to the projects you run for them.
- Pipeline as a board or a list
- Follow-ups with reminders
- Projects tab on each account
What you can finally measure
Agency margin is lost an hour at a time. These come from the hours and rates the team already records.
Billable share of hours
How much of each person's week went to client work you can bill, and how much to pitches, admin and internal projects.
Where you see itTime reports
Margin per client and project
Revenue from your rate cards against cost from hours and expenses, by month, so a slipping job shows up early.
Where you see itBudgets & profitability
Retainer usage
Hours used against the hours agreed for the month, so you raise scope with the client before you give work away.
Where you see itBudgets
Team load across clients
Who is booked, who has room and who is past their hours this week, across every client at once.
Where you see itResource planning
Hand the admin to the assistant
Akollo AI reads your projects, hours and team calendar, and asks before it changes anything. It never sets a rate or an amount.
Draft a project plan for the Helio web shop from this proposal.
Here is a plan with 4 phases and 22 tasks, with estimate ranges. I suggested owners based on who is free in November. Create it?
Ask Akollo AI
Try asking
Run the assistant on our cloud, on your own model or switch it off. It only reads what the person asking is allowed to see.
See what the assistant can doThe Akollo modules agencies use
- Projects & tasksClient boards, templates and timelines.
- Time trackingBillable hours, timers and weekly approval.
- Budgets & profitabilityRate cards, budgets, margin and billing.
- CRMAccounts, contacts and the pipeline.
- Resource planningSee who is free across every client.
- AI assistantPlans, staffing ideas and missed-time checks.
Questions agencies ask
Can we bill different rates for different clients?
Yes. Rate cards hold billing rates for a client, a project, a role, a task type or a single person. Akollo uses the most specific one for each piece of work, and big rate changes wait for a second approval.
How do we handle monthly retainers?
Set up the retainer as a project with a budget in hours or money. The team logs time against it as usual, and you see how much of the month is used before it runs over.
Does Akollo replace our accounting software?
No. Akollo prepares invoice drafts and accounting exports from approved work, and your accounting system stays the book of record.
We track time in Harvest or Toggl today. Why move?
Because in Akollo the hours sit next to the plan, the staffing and the budget. You no longer match a time export against a project list to see the margin.
Can freelancers log time on our client projects?
Yes. Freelancers and consultants get time-bound access with a sponsor from your team. They see only what they are allowed to and log their hours like everyone else.
See your client work in Akollo
We will set up a client, a retainer and your rate cards, and walk you through the margin on a call.