Pulse for Agencies

Running an agency means juggling multiple clients, multiple projects, and multiple teams simultaneously — all while keeping utilization high and scope creep in check. Pulse gives agencies the operational infrastructure to deliver great work without burning out their teams or blowing client budgets.

Client Project Tracking at Scale

Pulse lets you run unlimited client projects in isolated workspaces. Each client gets their own project space with custom branding, separate permissions, and dedicated timelines. You control exactly what clients can see: share a live project status view with stakeholders while keeping internal notes, team discussions, and budget details private.

Project templates mean you can spin up a new client engagement in minutes rather than building from scratch every time. Define your standard phases — discovery, strategy, design, development, QA, launch — once, and reuse them across every new project. Customize per client as needed without losing the underlying structure.

Billing and Budget Management

Every hour tracked in Pulse can feed directly into client billing. Set hourly rates per team member, per project, or per client. Fixed-fee projects get a budget tracker that shows remaining hours and estimated completion in real time — before you’re overbudget, not after.

Generate client-ready invoices and time reports directly from Pulse. Filter by date range, team member, or task category. Export to PDF or integrate with QuickBooks, Xero, or FreshBooks for direct billing. Retainer clients can see their monthly hours consumed via a client portal link without needing a full Pulse login.

Resource Management Across Clients

The hardest operational challenge for agencies is knowing who has capacity and when. Pulse gives you a resource timeline that shows every team member’s allocation across all active projects. Spot over-allocation before it becomes a delivery problem. Identify team members with bandwidth who can absorb new work without pulling someone off a critical path.

Availability tracking integrates with time-off requests and holiday calendars. When a key designer is out for a week, Pulse flags which client deliverables are at risk and suggests reallocation options. Forecast reports show you three to eight weeks out so you can staff up or push a deadline before the client finds out the hard way.

Client Collaboration Without Chaos

Giving clients visibility into project progress is good — giving them direct access to your internal Slack channel is not. Pulse solves this with a dedicated client portal. Clients can view milestones, approve deliverables, leave feedback on specific tasks, and track overall project status without seeing internal team conversations, billing rates, or time logs.

Approval workflows mean that design assets and content don’t proceed to the next phase until the client has signed off. Automated reminders nudge clients who haven’t reviewed a deliverable within 48 hours — keeping projects on schedule without requiring an account manager to send a follow-up email.

Reporting for Agency Operations

Pulse generates the reports agency operations teams actually need: utilization by team member, profitability by client, average project margin, billable versus non-billable hours ratio. Pull monthly snapshots or set up automated reports delivered to your email every Friday afternoon.

For agency leadership, the executive dashboard surfaces the health of the entire portfolio at a glance — which clients are at risk, which projects are running ahead of budget, and where your top performers are spending their time.

Book a demo to see how agencies like yours are running 40% more projects with the same headcount. Or start a free 14-day trial and bring your team onboard today.