Frustrated with Productive.io’s limitations, like the lack of intake or order forms to onboard clients? Missing the service catalog to show your services effectively? If these gaps are holding your agency back, it might be time to explore better options.
Hence, we’ll share five top-rated Productive.io alternatives that address the lackings and go beyond to optimize your workflow and improve efficiency. Your perfect alternative is just a click away.
Quicklist of Top Productive.io Alternative
- Agency Handy: Best client portal for digital agencies to optimize order management and client interaction.
- Service Provider Pro: Perfect for creative agencies focused on smooth client onboarding.
- Scoro: Comprehensive work management alternative for all-in-one projects and financial aspects.
- Teamwork: Project management and team collaboration in one place.
- Monday.com: Customizable workflows to fit your projects and team’s unique needs.
Why Should You Consider Productive.io Alternative?
Productive.io is strong in project management and financial tracking. However, the platform has some lackings. So, here are some reasons why you might need to switch from Productive.io:
Missing Service Catalog
Productive.io doesn’t offer a built-in service catalog feature. You can’t easily list and showcase your services for clients to browse and select from. This can be a limitation if you need a platform that helps clients understand and choose from your services.
Customized Intake Forms
You also can’t create customized intake forms with Productive.io. These forms are crucial for gathering specific client information during onboarding. Without them, it can be difficult to optimize the onboarding process and collect all the necessary details upfront.
No Order Forms
Productive.io lacks order forms, which are essential for agencies handling service requests or product orders. Without this feature, it becomes harder to automate and track client requests efficiently, leading to more manual work and a less seamless experience for your clients.
Limited Client-Facing Features
Productive.io is strong in internal project management, but it lacks robust client-facing tools, such as a dedicated client portal. This can be a drawback if your agency relies heavily on client collaboration and interaction.
5 Best Productive.io Alternatives: A Quick Overview
Finding the right tool to manage your projects and business operations is crucial. If Productive.io isn’t meeting all your needs, here are 5 excellent alternatives to consider.
| Software | Top 2 Key Features | Users(Starter Plan) | Free trial | Pricing |
| Productive.io | Revenue recognitionWorkload management | 1 | 14-day | Check Price |
| Agency Handy | Service Catalog Customized workspaces | 3 | 14-day | Check Price |
| Service Provider Pro | Automated messaging Drag and drop form builder | 5 | 14-day | Check Price |
| Scoro | CRM integrationFinancial reporting | 1 | 14-day | Check Price |
| Teamwork | Time trackingWebsite project plan template | 3 | 30-day | Check Price |
| Monday.com | Automation builder Gantt charts | 2 | 14-day | Check Price |
If you’re looking to get a detailed understanding of each tool and how it can benefit you, keep reading. The next sections will give you an overview, key features, pricing details, etc, of each alternative.
1. Agency Handy
Agency Handy is an excellent client portal designed to simplify and organize your digital agency’s operations.
It combines all necessary tools for managing tasks, onboarding and communicating with clients, and handling billing within a single platform. This makes it easier to keep everything in one place and stay on top of your work.
For starters, you’ll enjoy a smooth client onboarding process. With customizable intake forms and automated workflows, you can easily get the necessary information from clients right at the start.
This streamlined onboarding is something that platforms like Productive.io don’t offer, making Agency Handy a more client-friendly choice.
The client portal is another standout feature. It allows clients to log in, check project progress, give feedback, and approve work—all without the hassle of back-and-forth emails.
You can also break down projects into tasks, assign them to your team, and track progress using the simple Kanban board. This helps ensure that everyone knows what needs to be done and keeps your projects on schedule.
Agency Handy also offers flexible billing options, including one-time payments, subscriptions, and split payments for larger projects. This flexibility allows you to customize your billing process to fit your business needs, ensuring timely payments without complications.
Compared to Productive.io, which excels in internal project management, Agency Handy provides a more comprehensive solution with a focus on client management.
In summary, if you’re looking for a platform that not only helps you manage tasks but also enhances client relationships, Agency Handy ithe one to pick.
Features of Agency Handy
Let’s look into the features offered by Agency Handy:
Service Listing
Agency Handy allows you to display all the services your agency offers. This makes it easier for potential clients to browse and select the services that meet their needs, streamlining the decision-making process.
Client Onboarding
The platform provides a smooth and efficient onboarding process, helping you get new clients up and running quickly. From initial contact to setting up projects, everything is designed to save time and reduce friction.
Client Management
Agency Handy also offers comprehensive client management tools, enabling you to keep track of client information, communications, and project history all in one place. This makes it easier to maintain strong client relationships and deliver personalized service.
Order Management
With Agency Handy, you can easily manage client orders from start to finish. This feature lets you track order status, manage deliveries, and ensure that all client requests are handled efficiently.
Visual Task Boards
The visual task boards in Agency Handy make it simple to assign tasks, track progress, and manage projects. This visual approach helps keep everyone on the same page, reducing confusion and improving team collaboration.
Team Management
The team management feature allows you to organize your staff effectively, assign roles, and monitor their workload. This helps optimize productivity and ensure that tasks are distributed evenly.
Built-In Messaging System
Agency Handy includes an integrated messaging system, allowing you to keep all client and team communications in one place. This helps streamline communication and ensures that nothing gets lost in the shuffle.
Customization And Branding
You can customize the platform to match your agency’s branding. This includes controlling user roles and permissions, ensuring that team members only see the tools they need, and presenting a consistent brand experience to clients.
Billing And Invoicing
The platform offers built-in billing and invoicing tools that simplify financial management. You can generate invoices, track payments, and manage your agency’s finances without needing additional software.
Pros of Agency Handy
- Enjoy faster client onboarding with minimal setup.
- Simplify your workflow with fewer clicks.
- Use the shareable service catalog to reach and engage more clients
- Access intuitive navigation for easier use.
- Reduce time spent on admin tasks.
Agency Handy Pricing
Agency Handy offers 3 pricing tiers:
| Pricing Tiers | Monthly Billing | Yearly Billing | Users | Features |
| Solopreneur | $69/month | $49/month | 3 | Unlimited ClientsUnlimited OrdersCustom brandingTask ManagementInvoicingNotesInternal team Conversation Client Approval |
| Teams | $149/month | $99/month | 10 | |
| Pro | $199/month | $149/month | 30 |
What Do People Say About Agency Handy?
Rating on G2: 5 out of 5
“Handy is a fantastic client portal tool for agencies due to its user-friendly interface, making it easy for clients to access and navigate through the platform.” – Andrew J.
Rating on Product Hunt: 5 out of 5
“A great tool for agency management. AgencyHandy solves all my management problems easily. A hassle-free tool you should add to your list.”- Shamima Nasrin
Rating on Trustpilot: 3.8 out of 5
“I am extremely satisfied with Agency Handy. It has streamlined our client management process and has become an essential tool for our business operations.
Features and Functionality:
Customer Management: Adding customers is incredibly straightforward, allowing us to maintain a well-organized database with ease.
Proposal Generation: The feature to send proposals is efficient and professional, saving us time and enhancing our client communication.
Invoicing System: Generating invoices is a breeze with Agency Handy. The system is reliable and helps us get paid faster.
Task Management: The Kanban-style task management has revolutionized how we handle our workload, providing clarity and boosting productivity.” – Vikas Patil
Why Should Use Agency Handy over Productive.io?
Choose Agency Handy for a more streamlined, customizable, and user-friendly experience, ensuring your team stays connected and projects run smoothly.
| Lackings of Productive.io | How Agency Handy Addresses Them |
| Feature-rich but can be overwhelming | Intuitive design with minimal setup |
| Lacks dedicated client onboarding features | Smooth client onboarding with customizable intake forms |
| No service catalog feature is available | Built-in service catalog to showcase services |
| No built-in order forms | Customizable order forms for client requests |
2. Service Provider Pro
Service Provider Pro is a comprehensive platform designed to simplify client management for agencies. It’s built to help you efficiently handle everything from client onboarding to subscription billing, all within a single, easy-to-use interface.
One of the standout features of SPP is its dedicated client portal. This portal allows your clients to log in, manage their subscriptions, view order history, and communicate directly with your team.
This direct access reduces the need for back-and-forth emails and keeps all client interactions organized in one place. It’s a feature that ensures your clients always feel connected and in control of their services.
SPP also excels in subscription billing. It automates recurring payments, sends out invoices, and tracks all payment histories.
This means you spend less time on manual billing processes and more time focusing on your core services. The ability to manage subscriptions so seamlessly is a key advantage, especially for agencies that rely on recurring revenue.
In our own experience using SPP, we found that the platform significantly improved our workflow. The subscription billing system was particularly helpful, reducing the time we spent on invoicing and ensuring we got paid on time.
When compared to Productive.io, SPP stands out in its focus on client-facing features. While Productive.io is strong in project management, it lacks the comprehensive client portal and smooth client onboarding tools that SPP offers.
SPP is specifically designed to enhance client interactions, making it a better choice if your agency prioritizes client onboarding.
Features of Service Provider Pro
Here are the key features of SPP:
Client Portal
SPP offers a client portal where your clients can log in to manage their services, view invoices, and communicate with your team. This feature enhances transparency and gives clients more control over their interactions with your agency.
Automated Billing
With SPP, you can automate billing for recurring services, subscriptions, and one-time projects. This ensures consistent cash flow and reduces the time you spend on manual invoicing and payment tracking.
Subscription Management
SPP is particularly strong in managing subscription-based services. You can easily set up, modify, and track subscriptions, ensuring your clients are always billed correctly and on time.
Order Management
The platform provides comprehensive order management tools, allowing you to efficiently handle and track client orders from initial setup through to delivery. This keeps your service delivery organized and on schedule.
Integrated Communication
SPP includes built-in communication tools that keep all client interactions in one place. This streamlines communication and ensures that you can easily track conversations and updates related to specific projects or services.
Team Collaboration
SPP supports team collaboration by allowing you to assign tasks, track progress, and manage workloads within the platform. This ensures that everyone on your team is aligned and projects are completed efficiently.
Customizable Workflows
You can customize workflows within SPP to match your agency’s specific processes. This flexibility allows you to create a workflow that fits your team’s needs, enhancing productivity and ensuring a smoother service delivery process.
Pros of Service Provider Pro
- Customize your client portal to reflect your brand identity.
- Gather detailed project requirements with custom forms.
- Build complex forms with conditional logic using the flexible form builder.
- Collaborate seamlessly with team members and clients on one platform.
- Manage subscriptions effortlessly.
Cons of Service Provider Pro
- The pricing is challenging for small agencies or freelancers.
Service Provider Pro Pricing
SPP offers 3 types of pricing plans:
| Pricing tiers | Pricing plan | Members | Features |
| Basic | $129/month$99/month (billed annually) | 5 | Custom workspaceAffiliate and referral trackingWhite-label email domain |
| Pro | $299/month$249/month (billed annually) | 10 | Everything in basicEditable client-facing pagesCreate reseller program |
| Plus | $1,500/month | 50 | Everything in ProRemoving ‘Powered by’Priority support via SlackCustom integrations |
Note: Wondering whether it is worth it or not? Learn more about Service Provider Pro’s pricing.
What Do People Say About Service Provider Pro?
Rate on Capterra: 4.9 out of 5
‘Incredible piece of software – saved us so much time and money
Overall: Amazing, support times are ridiculously fast as well.
Pros: We use service provider pro to sell our products and services online. We were actually in the early stages of getting something built internally before someone pointed me to SPP. It’s easily the best piece of software I’ve ever used and helps us do everything – Process orders, handle support, deliver automatic invoices, etc. It also connects to all of our marketing tools and software. So for example, if somebody signs up and makes an order, we can tag them in our marketing suite.
Cons: Honestly nothing missing. It sounds cliche, but they’ve thought about everything here.’ Stewart D.
Is Service Provider Pro Better Than Productive.io?
Yes, SPP is better than Productive.io for agencies that prioritize client onboarding and subscription management. SPP excels in providing a dedicated client portal, automated billing, and customized order forms.
So, it’s ideal for service-based businesses that rely on recurring revenue and need smooth client interactions.
However, if your focus is more on internal project management and resource tracking, Productive.io might be more suitable.
3. Scoro
Scoro is a work management platform designed to help you manage all aspects of your agency in one place. It brings together project management, client relationships, billing, and financial tracking into a single platform.
This saves you from having to jump between different tools, so you can focus more on your work and less on managing the tools you use.
Scoro’s project management features are solid, with tools like task management, time tracking, and Gantt charts to help keep your projects on track.
However, what sets Scoro apart is how it connects project management with client management and finances. This means you can manage your client relationships and your budget right alongside your project tasks, keeping everything in sync.
The financial tools in Scoro are also a big plus. You can set up budgets, track expenses, and create invoices. This makes it easy to keep your finances in order and see how your business is doing at a glance.
From our experience using Scoro, we found it made a big difference in how we managed our projects and clients. The ability to track everything in one place, from tasks to invoices, really streamlined our workflow and saved us a lot of time.
Compared to Productive.io, Scoro offers a more complete package. While Productive.io is great for project management, Scoro includes customer and sales management. So, it’s a better choice if you’re focusing on sales CRM, too.
Features of Scoro
Here are the features of Scoro:
Project And Task Management
Using Socro, you keep track of all your projects and tasks. You can assign tasks to your team, set deadlines, and monitor progress easily. The visual dashboards give you a clear view of where each project stands, helping you stay organized.
Resource Planning
Using Scoro, you manage your team’s workload effectively. You can see who is working on what, plan resources across projects, and make sure everyone is working efficiently. This helps ensure that projects are completed on time without overloading your team.
Billing And Invoicing
With Scoro, you can manage your finances directly within the platform. It allows you to create invoices, track expenses, and set budgets. This feature ensures that your billing is accurate and that you understand your agency’s financial health well.
CRM
The platform helps you manage your clients and sales pipeline. You can track communication history, manage leads, and keep everything related to your clients in one place. This makes it easier to build and maintain strong client relationships.
Reporting And Dashboard
Scoro offers advanced reporting features that provide a clear overview of your business. You can track important metrics, monitor projects’ progress, and make informed decisions based on real data.
Time Tracking And Billing
Time tracking is built into Scoro, allowing you to log hours worked and easily generate invoices. This feature ensures you’re billing your clients correctly for your team’s work, helping you maintain accurate financial records.
Pros of Scoro
- Use it for time tracking; its flexible setup makes it powerful for your business.
- Enjoy an all-in-one solution that’s adaptable to any business.
- An easy-to-use calendar that links seamlessly to your homepage.
- Make informed decisions with advanced reporting features.
Cons of Scoro
- Higher costs, especially for smaller teams.
Scoro Pricing
Scoro offers 4 types of pricing plans:
| Pricing plans | Pricing (monthly) | Pricing (annually) | Features |
| Essential | $28 | $26 | ProjectsTask list and task boardContacts and customersQuotes Bills, invoices, and receiptsDashboardDetailed work reports |
| Standard | $42 | $37 | Gantt chart and dependenciesTime trackerMultiple currenciesTriggers and actionsDetailed financial reportsRecurring tasksProject templates |
| Pro | $71 | $63 | Planner Retainer managementTimesheet, time locking Sales pipeline and reportLabor cost |
| Ultimate | Custom | Single sign-onUnlimited custom field Customer portal WIP report | |
What Do People Say About Scoro?
Rate on Capterra: 4.6 out of 5
‘Scoro changed our business
Overall: The software has completely changed our efficiency and allowed us to turn around quotes much faster. We know at just about any given time where our projects are from a cost perspective and where are margin will end up. It has been a very positive change and we could not do business without Scoro at this point.
Pros: The quoting and opportunity tracking is the reason we gravitated to Scoro. It drastically improved our ability to turn around quotes and track the status of all our opportunities. Our largest sales cycle has a cyclical time, and Scoro’s API allowed us to automate the creation of opportunities without any manual intervention. The pipeline helps us visually track our sales cycle and make sure we don’t miss any deadlines.
Cons: There are small features that are missing from the software. I would like to see some dynamic capabilities in the software and custom fields. IFTTT functionality so that forms can dynamically change based on different scenarios. Some small searching and sorting annoyances could easily be fixed. I would also like to duplicate multiple items on a quote. Doing it one line at a time does not save time.’ Christopher Z.
Is Scoro Better Than Productive.io?
Yes, Scoro is better than Productive.io for businesses that need an all-in-one solution for managing projects, finances, and client relationships.
Scoro offers comprehensive tools for financial management, CRM, and advanced reporting, making it ideal for medium to large businesses that require detailed oversight across multiple aspects of their operations.
4. Teamwork
Teamwork is a project management tool designed to help teams and clients stay organized and collaborate together.
Its features make it easy to manage projects, track progress, and collaborate with your team and clients. Whether your project is small or large, Teamwork has what you need to keep everything on track.
One of the best parts of Teamwork is how it helps with collaboration. It has a client portal where your clients can log in, see project updates, and talk directly with your team.
This makes sure everyone is on the same page and helps keep clients involved. Teamwork also has built-in messaging, so your team can communicate easily and keep all conversations in one place.
Teamwork is also very flexible. You can customize roles, task templates, and reports to fit your specific needs. This means you can adjust the platform to work well with different types of projects and industries, making it useful for many teams.
When we used Teamwork, it helped us improve how we communicate with clients and organize our projects.
The client portal was particularly helpful because it let us share updates and get feedback directly, cutting down on endless emails. Being able to customize our workflows also made our work smoother and more efficient.
Compared to Productive.io, which is great for managing internal processes and finances, Teamwork is better for client collaboration. If you need a tool that keeps clients closely involved in your projects while helping you manage tasks, Teamwork is a great choice.
Features of Teamwork
These are the features offered by Teamwork:
Task Management
Teamwork makes it easy to create and manage tasks for your projects. You can assign tasks to team members, set deadlines, and track progress, ensuring that everyone knows what needs to be done and when.
Time Tracking
With built-in time tracking, Teamwork helps you monitor how much time is spent on each task. This feature allows you to keep projects on schedule and ensures that your team’s time is being used effectively.
Team Collaboration
Teamwork includes robust collaboration tools that allow your team to communicate, share files, and work together in real-time. Whether your team is in the same office or spread across the globe, these tools make it easy to stay connected and work efficiently.
File Sharing
Teamwork allows you to upload and share files directly within the platform. This keeps all your project-related documents in one place, making it easier for team members to find what they need without searching through emails or other storage systems.
Client Management
Teamwork offers client management features that let you keep your clients in the loop. You can share progress updates, files, and other important information with clients, ensuring transparency and building stronger relationships.
Reporting And Dashboards
Teamwork provides detailed reporting and customizable dashboards that give you a clear view of your project’s progress and your team’s performance. These reports help you make informed decisions and keep everything on track.
Pros of Teamwork
- Manage tasks efficiently with an intuitive interface.
- Track time directly within projects.
- Collaborate easily with built-in communication tools.
- Share files seamlessly within the platform.
- Monitor project progress with detailed reports.
Cons of Teamwork
- Higher costs with advanced features.
Teamwork Pricing
Teamwork offers 4 pricing plans:
| Pricing plans | Pricing (monthly) | Pricing (annually) | User | Features |
| Deliver | $10.99 | 3 | Teams managementProject status reportsAutomation and forms | |
| Grow | $11.99 | 5 | Everything in deliverAdvanced budgeting Powerful reports | |
| Scale | $54.99 | 5 | Everything in GrowResource schedulerUnlimited retainer managementUnlimited custom reports | |
| Enterprise | Custom | Not mentioned | Everything in ScalePremium consulting and support servicesDedicated infrastructureAdvanced security and SSO | |
What Do People Say about Teamwork?
Rate on Capterra: 4.5 out of 5
‘Teamwork is a great software for tracking Projects!
Overall: I have had a great overall experience with Teamwork. It is an incredibly versatile and user-friendly software that has helped our team be more organized and productive. The ability to assign tasks, collaborate on projects, and track progress has been a huge help for our team. I would recommend this software to anyone looking for an effective way to manage projects and tasks. Overall, Teamwork is an awesome software that I would highly recommend!
Pros: The ability to assign tasks and track progress is a great feature.2. The interface is user-friendly and easy to navigate.3. The pricing is very affordable compared to other project management software.
Cons: The pricing started to get more expensive when we needed to add additional team members to the plan.’ Paul B T.
Is Teamwork Better Than Productive.io?
Yes, Teamwork is better than Productive.io for teams that prioritize both collaboration and client interaction.
Teamwork excels in task management, time tracking, and client collaboration tools. So, it’s ideal for creative teams and agencies that need to keep clients closely involved in projects.
However, if your business requires more in-depth financial tracking and resource management, Productive.io might be a better fit.
5. Monday.com
Monday.com is a project management tool that helps you stay organized and work better with your team. It’s easy to use, with a simple interface that shows you what needs to be done and when.
You can customize the boards to match your work style, whether you’re managing projects, tracking sales, or planning marketing campaigns.
What sets Monday.com apart is its flexibility. You can create workflows that fit your needs, set up automation to save time, and use dashboards to keep track of everything.
It’s a good fit for teams of all sizes and industries. The platform also makes it easy to collaborate, with features like task comments, file sharing, and real-time updates that keep everyone in the loop.
When we used Monday.com, we found that its visual layout made it easy to track tasks and manage workloads. Customizing the boards and automating tasks helped our team work more efficiently and stay focused on what mattered.
Compared to Productive.io, Monday.com is more focused on being easy to use and flexible for team collaboration. While Productive.io has strong tools for managing finances and resources, Monday.com is better if you want a simple, adaptable tool that your team can use immediately.
Overall, Monday.com is a great choice if you need a project management tool that’s both simple and flexible.
Features of Monday.com
Let’s look into the features of Monday.com:
Work Management
Monday.com helps you organize and manage all your work in one place. You can create tasks, assign them to team members, set deadlines, and track progress easily, so everyone stays on the same page.
CRM
With Monday.com’s CRM, you can manage your customer relationships efficiently. Track leads, manage sales pipelines, and keep all your customer interactions organized in one simple interface.
Forms
Monday.com’s forms let you collect information easily from team members or clients. You can create custom forms and have the responses automatically organized into your boards, making data collection smooth and straightforward.
Gantt Charts
Gantt charts help you plan and visualize project timelines. You can see how tasks overlap, manage dependencies, and ensure that your projects stay on schedule. So, you can maintain productivity and efficiency.
Kanban Boards
With Kanban boards, you can manage your tasks in a visual, easy-to-follow way. You can drag and drop tasks between columns, see what’s in progress, and track the flow of work through each stage.
Customizable Workflows
You can customize your workflows to fit the way you work. Whether you’re managing projects, sales, or customer service, you can create workflows that match your needs and help you stay organized.
Dashboards
Monday.com’s dashboards give you a clear, visual overview of your projects. You can track progress, monitor key metrics, and see all your important data in one place, helping you stay on top of everything.
Integrations
Monday.com connects with the tools you already use, like Slack, Zoom, and Google Drive. This integration means you can manage everything from one central place without constantly switching between apps.
Pros of Monday.com
- Simplify team collaboration by keeping all updates in one place.
- Easy-to-use automation tools that save time on repetitive tasks.
- Customize your experience to fit your unique workflows and project needs.
- Stay organized with visual dashboards.
- Integrate seamlessly with your favorite tools to keep everything accessible.
Cons of Monday.com
- The free plan offers very limited functionality.
Monday.com Pricing
Monday.com offers 5 types of pricing plans:
| Pricing plan | Pricing (month) | Pricing (annual) | Feature |
| Free | $0 | $0 | Unlimited docsiOS and android apps8 column typesUp to 3 boards |
| Basic | $9 | $12 | Create a dashboard based on 1 boardPrioritised customer supportUnlimited items5GB file storage |
| Standard | $12 | $14 | Calendar viewAutomationIntegrationsTimeline and Gantt views |
| Pro | $19 | $24 | Time trackingFormula columnChart viewPrivate boards |
| Enterprise | custom | Multi-level permissionsTailored onboardingEnterprise supportAdvanced reporting and analytics | |
What Do People Say About Monday.com?
Rating on G2: 4.7 out of 5
What do you like best about Monday work management for Marketing?
Easy to onboard and get the team to collaborate effectively. Ease of stacking projects/tasks under milestones and deligating timelines and PM owners.
What do you dislike about Monday’s work management for Marketing?
I would like to see more integrations with other platforms (i.e. Slack). Also would like to have more training modules for updates and features.”- Allison J.
Is Monday.com Better Than Productive.io?
Yes, Monday.com is better than Productive.io for teams that value flexibility and ease of use.
Monday.com offers highly customizable workflows, visual project management tools like Gantt charts and Kanban boards, and a user-friendly interface. It’s particularly well-suited for teams that need a versatile platform for managing various types of projects.
Key Features to Consider While Choosing Productive.io Alternative
When choosing an alternative to Productive.io, it’s important to look for features that improve your workflow and meet your specific needs. Here are the key features to consider:
Smooth Client Onboarding
Look for a platform that offers customized intake forms and order forms to streamline the onboarding process and gather all the necessary information from clients right from the start.
Service Catalog
A built-in service catalog can make it easier to display and manage your services. This will help your clients understand and select what they need more efficiently. You can also share and engage more clients through your social media platforms.
Visual Task Management
Visual task boards, like Kanban, provide a clear overview of your projects. This helps your team stay organized and ensures tasks are completed on time. You can easily manage your work and maintain efficiency.
Client Portal
A good client portal enhances communication and collaboration. It allows clients to log in, check project progress, provide feedback, and approve work easily. So, you can work efficiently.
Integrated Billing and Invoicing
Integrated billing and invoicing tools can simplify financial management, making it easier to handle payments, whether they’re one-time, subscription-based, or split over multiple installments.
Customization and Branding
Look for a platform that allows you to customize the workspace to reflect your brand. This ensures that the platform feels like a natural extension of your business.
So, What’s The Best Productive.io Alternative?
The best alternative to Productive.io is Agency Handy. It stands out for its comprehensive approach to managing digital agencies, combining smooth client onboarding, a built-in service catalog, and customizable workspaces all in one platform.
These features make it easier to keep everything organized and improve client communication, ensuring that your projects run smoothly from start to finish.
Other tools like Service Provider Pro are great for agencies focused on automated billing and subscription management, making it a solid choice for managing recurring services.
In Conclusion
When selecting the best alternative to Productive.io, start by focusing on your agency’s specific needs. Look for tools that offer smooth client onboarding, easy task management, and strong communication features.
It’s important to choose a platform with customizable options and built-in billing to help streamline your workflow. Consider whether the software matches your business size and handles the complexity of your projects.
Ultimately, choose a tool that simplifies your processes and boosts your team’s productivity, ensuring it meets both your current needs and future growth.
FAQs
What types of businesses are best suited for Agency Handy?
Agency Handy is ideal for digital agencies, marketing firms, and service-based businesses that need a simple, user-friendly platform for managing projects, clients, and team collaboration.
Is Scoro suitable for small businesses?
No, Scoro is not suitable for small businesses. While Scoro offers comprehensive business management tools, its higher cost may be more suitable for medium to large businesses that need an all-in-one platform for managing projects, finances, and client relationships.
What kind of support is available for these platforms?
Each platform offers different levels of support, ranging from basic email support to priority support via Slack or phone for higher-tier plans. It’s important to check the specific support options available for the plan you choose.
