The retainer runs out before the month does
A 20-hour SEO retainer is gone by the 18th because two extra blog briefs and a landing page tweak slipped in. Nobody saw the meter until the invoice was due.
Marketing agency project management software for retainers and monthly deliverables.
Most marketing agency work repeats every month: the same client, a new batch of posts, ads, articles or reports, and a retainer that either covers the hours or doesn't.
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14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
See team pricingHour banksretainer hours with a live meter on every plan
Monthlydeliverables, timesheets and recurring invoices per client
Marginproject and customer profitability from Specialist
Workspace369 ties each month's deliverables to the client's retainer, with tasks and time estimates, timesheets with approvals, an hour bank with a live meter, a private branded portal for the client, and recurring invoices on card autopay. All of that is on every plan from $29 a month (Cadet, 1 seat). Gantt timelines and the project financials dashboard start on Voyager ($74 a month, 2 seats), project and customer profitability on Specialist ($149 a month, 10 seats), and the team workload view on Commander ($299 a month, 20 seats). It has no native Google Ads, Meta or analytics connection, so campaign performance reports stay in your reporting tool.
Key facts
Marketing agency project management software at Workspace369 covers 10 areas, including hour-bank retainers, fixed monthly retainers, recurring invoices on autopay.
The workflow runs in 4 steps, from "set the retainer up once" to "show the client the month".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats and 12× Cadet usage at $299/mo.
Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.
Agency project management software compared
The best project management software for a marketing agency depends on whether delivery or billing is the bigger gap. Workspace369 fits agencies that want tasks, hours, a client portal and invoices on one record, with time tracking and invoices on every plan from $29 a month. Ten seats on Specialist cost $119.25 a month billed yearly. Teamwork fits workload planning with billing from logged hours on Accelerate, and Productive fits budgets and utilization. ClickUp and Asana suit deeper project views.
| Tool | Entry price | Ten seats, billed yearly | Time tracking from | Billing on the plan | Trial |
|---|---|---|---|---|---|
| Workspace369 | $29 (Cadet, 1 seat) | $119.25 a month (Specialist) | Every plan | Invoices on every plan | 14 days, card required |
| Teamwork | Free (5 users) | $99.90 (Basics) or $249.90 (Accelerate) | Basics | Invoicing on Accelerate | 14 days, no card |
| Productive | $12 a user monthly, 3-seat minimum | $100 (Essential, checked October 19, 2026) | Essential | Invoices on all plans; retainer invoicing on Professional | 14 days, no card |
| ClickUp | Free | $170 (Business) | Core | Not listed | Not stated |
| Asana | Free (2 users) | $109.90 (Starter) | Advanced or add-on | Not listed | Not stated |
| monday.com | Free (2 seats) | $190 (Pro) | Pro | Not listed | 14 days (Pro), card not stated |
Prices and limits from each vendor's official pricing page, checked October 15, 2026 (Productive re-checked October 19, 2026), in USD. Prices change, so confirm before you buy. Read the full buyer's guide.
Where marketing retainers leak
Every month is rebuilt from scratch
The same twelve social posts, four articles and one report get re-planned by hand each month, so a missed deliverable only shows up when the client asks for it.
Clients can't see what they're paying for
Reports sit in email threads and the monthly invoice arrives without context, which makes every renewal conversation start with “what did we get?”
See the workspace your clients feel.
01
Every channel in one inbox
Email lands beside the client record on every plan; texts, calls and voicemail join it from Voyager, with AI call summaries from Specialist.
02
Client work, organized as projects
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
03
Proposals to paid invoices
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
04
A portal clients actually check
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
How a marketing agency runs a retainer month in Workspace369
01
Set the retainer up once
Choose an hour-bank, fixed monthly or prepaid retainer for the client, and put the recurring invoice on card autopay the client agrees to. Both are on every plan.
02
Plan the month's deliverables
Each deliverable is a task with a time estimate and an owner, grouped in the client's project. From Voyager, the Gantt timeline shows launch dates across clients, and on Commander the workload view shows who is over capacity.
03
Watch the hours as they're used
Timers and weekly timesheets with approvals feed the retainer's live hours meter, so an account manager sees a retainer at 80% before the month ends and can raise it with the client.
04
Show the client the month
Share the monthly report file and the invoice in the client's private, branded portal. On Specialist, project and customer profitability show which retainers actually make money.
What a marketing agency uses in Workspace369
- Retainer visibility: can an account manager see hours used against the retainer mid-month, not only at invoice time?
- Repeat work: count how many clicks it takes to plan next month's deliverables for one client.
- Reporting: Workspace369 has no native Google Ads, Meta or analytics connection, so check how your performance reports reach the client.
Hour-bank retainers
Fixed monthly retainers
Recurring invoices on autopay
Tasks with time estimates
Timesheets with approvals
Gantt timeline
Private client portals
Custom dashboards
Project profitability
Team workload view
Priced for the team, not per person.
Each team plan includes seats. Retainers, recurring invoices, proposals and client records are on every plan. Extra seats are $10 a month each.Voyager
$74 / month
2 seats included
Start Voyager trial14-day free trial. Card required. After the trial: $74/month for Voyager. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Specialist
$149 / month
10 seats included
Start Specialist trial14-day free trial. Card required. After the trial: $149/month for Specialist. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Commander
$299 / month
20 seats included
Start Commander trial14-day free trial. Card required. After the trial: $299/month for Commander. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
USD monthly billing. Compare all plans. Prefer a guided walkthrough first? Book a demo.
Free account setup & migration help
Our team sets up your workspace with you and helps move your clients and invoices from the tools you use now.
Export your data as a spreadsheet and AI Import maps the columns for you. Support can help with anything unusual.
Offer ends .
Start free trial
14 days free · card required · then $29/mo · cancel anytime
After signup, claim free setup in your workspace.
What reviewers say about Workspace369.
★★★★★
SMB ModernizationGreat tool for modernizing small businesses. Ability to leverage AI without technical background.
★★★★★
True all-in-one systemIt beautifully combined my CRM, team calendar, and billing tools so I could finally stop paying for a bunch of separate software subscriptions
★★★★★
Best app for my construction businessGreat app. This app solved all my needs! Not only did it help, but it is cheaper than other apps. I highly recommend this app if you want to start organizing and automating your business on another level. Also love the design
Quoted exactly as written, in the reviewer’s own language. This is a selection of reviews, not all of them. Reviews from our own team are left out of the selection, but the overall rating includes their ratings.
See Workspace369 on your own client work.
Start your trial, invite the team and, for a limited time, claim free setup and migration help in your workspace. Prefer a walkthrough first? Book a demo. Start free trial
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Book a demoWhat to check before you choose marketing agency software
What is the best project management software for a marketing agency?
For agencies that want tasks, hours, a client portal and invoices in one place, Workspace369 starts at $29 a month on Cadet, with time tracking and invoices on every plan. For deeper project views and workload planning, compare Teamwork, ClickUp and Asana. Productive fits budgets and utilization.
Can Workspace369 track hours against a marketing retainer?
Yes. Hour-bank, fixed monthly and prepaid retainers are on every plan, with a live hours meter fed by timers and timesheets, so you see how much of the month's retainer is used before you invoice.
Can I bill a monthly retainer automatically?
Yes. Recurring invoices can run on card autopay that the client agrees to, on every plan. Late-payment reminders follow up on anything unpaid.
Does Workspace369 pull in ad or analytics data?
No. There is no native Google Ads, Meta or analytics connection. Share your performance report as a file in the client portal, or pass events in through Zapier, Make or n8n.
See where Workspace369 fits into your client-work flow.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
