Consolidate Your Agency Tool Stack
Most agencies run CRM in one app, projects in another, time in a third, invoicing in a fourth, and Upwork in a fifth tab. Corcava replaces that sprawl with one workspace — one client record from lead to invoice.
No credit card required · $9/user/month, all features included
The five-tool agency tax
Context switching isn’t just annoying — it loses data at every handoff. Deal scope stays in the CRM; hours live in the timer; invoices retype both. Nobody can answer “did we make money on Client X?” without a spreadsheet merge.
CRM only
Pipeline ends at “won” — delivery starts blind.
PM only
Tasks without bill rates or invoice trail.
Timer only
Hours disconnected from deals and invoices.
Invoicing only
Retypes hours someone already tracked elsewhere.
Upwork dashboard
Platform half of the business invisible to the rest.
Spreadsheet glue
Monthly reconciliation nobody has time to maintain.
Worked example: six people, four SaaS bills + Upwork silo
Northwind Digital — six billable staff, hybrid Upwork + direct clients:
Before (four paid tools + Upwork)
- Pipedrive — CRM ($588/mo at 6 seats)
- Asana — delivery ($660/mo)
- Toggl — time ($648/mo)
- FreshBooks — invoicing ($300/mo)
- Upwork — platform half managed separately (no line-item SaaS fee)
~$2,196/mo in SaaS + Upwork silo + admin hours merging exports
After (Corcava)
- One workspace — CRM, projects, time, invoicing
- Upwork sync for platform contracts
- Spent vs billed in Reports; Project Finances ledger
- One login, one margin picture
$54/mo at 6 users ($9/user) + fewer handoffs
Model your own stack: replace-multiple-tools TCO calculator. Read the economics: hidden costs of tool sprawl.
What consolidation looks like in Corcava
Replace the stack — keep the workflows
Run the calculator, then trial the consolidated workspace.