Agency Management Software That Runs Lead to Invoice

One platform for the whole agency workflow: capture leads, deliver projects, track billable time, send invoices, and see which clients actually make you money.

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No credit card required · $9/user/month, all features included

Available:💻 Windows 🍎 Mac 🐧 Linux 🤖 Android 📱 iOS

Your agency isn't disorganized. Your stack is.

The typical 10-person agency runs a CRM for the pipeline, a project management tool for delivery, a time tracker for billing, an invoicing app for money, and a shared drive of spreadsheets to glue it together. Five subscriptions, five logins — and four handoffs where information dies.

A deal closes in the CRM, and someone re-types the scope into the PM tool. Hours pile up in the time tracker, and someone reconciles them against the invoice draft at month end. When a client asks "how's the budget looking?", the honest answer requires three exports.

Corcava is agency management software built as one system: the same client record flows from first outreach touch to paid invoice. No copy-paste between tools, no month-end reconciliation, one bill instead of five. See the full case in tool consolidation for service businesses.

One workflow: capture → deliver → bill → report

Every stage feeds the next, because it's all the same record

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1. Capture leads

Track cold email, LinkedIn, referrals, and platform bids in the outreach system, then move qualified leads through a visual CRM pipeline.

Follow-up queues, lead sources, win rates per channel.

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2. Deliver work

Won deals become projects with the client context attached. Run tasks and boards, and log hours with time tracking on desktop, web, or mobile.

Billable vs non-billable, audit trails, workload views.

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3. Bill clients

Turn approved timesheets into branded invoices — hourly, fixed, or retainer — with multi-currency and online payments via Stripe, plus crypto support.

Invoiced time is locked against edits.

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4. Report profitability

Because sales, hours, and invoices share one data model, margin per project and per client is a live report — not a quarterly spreadsheet exercise.

Budget vs actual, rates, utilization, revenue per client.

Win work on Upwork? Manage it next to your direct clients

Many agencies run a hybrid book: platform contracts on Upwork plus direct clients from referrals and outbound. Corcava's Upwork integration syncs contracts, team members, and tracked time automatically, so platform work shows up in the same reports as everything else.

No double time entry, no separate spreadsheet for platform margins after the service fee.

Upwork agency management →

Hybrid agency, one view

✓Upwork hours sync in automatically; direct hours tracked in Corcava
✓Bids and proposals tracked alongside your direct outreach pipeline
✓Margin per contract across both channels, after fees and pay rates

Fewer status emails, faster answers

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A client portal that answers "what's the status?"

Give every client a branded portal with live project progress, time reports, invoices, and team chat. Clients check the portal instead of emailing your PM — and transparent hours make invoice disputes rare.

Explore the client portal →

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Run ops from Telegram

Your team already lives in Telegram. The Corcava bot lets them create and update tasks, start and stop timers, and get deadline notifications without opening the dashboard — changes sync both ways instantly.

See the Telegram bot →

Profitability you can act on, not just admire

Agency margins die quietly: scope creep on a fixed-fee project, a retainer that absorbs 20% more hours each month, a senior developer parked on a junior-rate contract. You only catch these leaks if hours, rates, and revenue live in the same system.

Corcava compares budget to actual per project in real time. Want to sanity-check a quote before you send it? Use the free project profitability calculator to model labor, overhead, and margin in one pass.

Try the profitability calculator →

Questions you can answer in one click

?Which client had the worst delivery margin last quarter?
?How many unbilled hours are sitting on the books right now?
?Is the retainer client using more hours than they pay for?
?What's our effective hourly rate per project, after non-billable time?

Worked example: a 12-person agency, before and after

A design-and-dev agency with 12 people, 9 active clients, and roughly $95,000/month in revenue — running Pipedrive, Asana, Harvest, and FreshBooks.

The stack it replaces

CRM (~$25/user × 4 sales seats)$100/mo

Project management (~$11/user × 12)$132/mo

Time tracking (~$11/user × 12)$132/mo

Invoicing app$55/mo

Old stack total$419/mo

Corcava: 12 seats × $9$108/mo

~$3,700/year saved on software — but the subscriptions are the small win.

The bigger win: recovered hours

✓Unbilled time surfaces. Reconciling Harvest against FreshBooks used to leak hours every month. At an $85/hr blended rate, capturing even 10 previously lost billable hours/month is $850/month back.
✓Admin time drops. Ops spent ~6 hrs/month re-entering closed deals into Asana and building invoice drafts. That's now automatic.
✓A leak gets fixed. The per-client report shows one retainer consuming 128 hours against 100 paid — a renegotiation worth roughly $2,400/month at list rate.
✓Combined effect in this example: $3,500+/month between savings, recovered billables, and the repriced retainer.

Agency management software FAQ

What is agency management software?

Agency management software combines the tools an agency needs to run client work end-to-end — CRM and sales pipeline, project management, time tracking, invoicing, and reporting — in one platform. The point is a single record from lead to paid invoice, instead of data scattered across four or five disconnected apps.

What tools does Corcava replace for an agency?

A typical swap is CRM (Pipedrive or HubSpot), project management (Asana, Monday, or ClickUp), time tracking (Harvest, Toggl, or Hubstaff), and invoicing (FreshBooks) — plus the client-portal add-on. Corcava covers all of it in one $9/user/month subscription.

Does it work for agencies that use Upwork?

Yes. The Upwork integration syncs contracts, team members, and time entries automatically, so platform work sits next to direct-client work in one set of reports. There's a dedicated guide to running an Upwork agency on Corcava.

Can clients see project progress without emailing us?

Yes. Every client can get a branded client portal with live project progress, time reports, invoices, and chat. Most status-update email threads disappear because clients can check for themselves — and pay invoices online in the same place.

How long does it take to move an agency onto Corcava?

Most teams start with time tracking and projects in the first week, then move invoicing at the next billing cycle and migrate the CRM pipeline as deals close. The 14-day free trial covers all features, so you can test the full lead-to-invoice flow with one real client before switching everything.

Run your agency on one system

Lead to invoice in one workflow — $9/user/month, every feature included.

Start free 14-day trial →

No credit card required

Guides & Resources for Agencies

Deep dives on pricing, margins, retainers, and agency operations