For agencies & consultancies

Utilisation is the business. So show it.

Who is over-committed across every client at once, what a project has cost against the fee, and whether the client actually approved the thing before it shipped. Choose Agency & Consulting at setup and the hours, the load and the sign-off are already wired.

Made for Agency & Consulting6 apps queued at setup — untick any of them before you finish
A new project in this workspace

Default project tabs

OverviewBoardListTimelineFilesMeetingsCalendarMembersCapacityBudget

The standard set — client work with a fee, a schedule and named people is what it was built for.

Projects created on day one

  • Client Delivery
  • New Business
  • Studio
A day on the tools

What changes, in the hours it actually changes.

Three moments from an ordinary week. Every one of them is a thing the product does, not a thing it could be configured to do one day.

01

09:30 — resourcing, before the week sets

Workload puts capacity against assigned work per person, across every account rather than one project at a time. The designer who is committed to three clients at once shows up on Monday morning instead of on Thursday afternoon.

02

13:00 — the hour is priced where it happened

A timer runs from the task, or the entry lands afterwards. Rates resolve per user, per client or per agency, and the Billing tab turns the week's unbilled hours into an invoice with every line exportable as CSV.

03

16:45 — the client signs off on the work, not on an email

Approvals routes the deliverable to the named approver and keeps the record of who approved what and when, attached to the task the work lives on. When the scope question comes back in six weeks, the answer is a row rather than a search.

Made for Agency & Consulting

The three that do the heavy lifting.

Choose this industry during setup and its tools are queued for you. Review the list, drop anything you don't want, and the workspace initialises with the rest already working — or install any one of them on its own, later, from the marketplace.

Queued at setup

Time Tracking & Billing

A timer inside the task and manual entries after the fact, priced by a rate that resolves per user, per client or per agency — then turned into an invoice.

  • Task timers and manual entries
  • Rates per user, per client or per agency
  • A Billing tab that produces invoices
  • CSV export of every line item
Queued at setup

Workload

Capacity against assigned work, per person, across every account at once — so an over-committed team member is visible before the deadline is.

  • Capacity versus assigned work per person
  • Across every client, not one project at a time
  • Spot who is overloaded and who is free
  • Rebalance before anything burns
Queued at setup

Approvals

Sign-off requested on the deliverable itself and routed to the right approver, with a clear record of who approved what and when.

  • Request sign-off from the task
  • Routed to a named approver
  • Who approved what, and when
  • The trail sits beside the work, not in email
The shape of the work

How Agency & Consulting actually runs.

Each of these is a project in Noots — its own board, tab strip, meetings, calendar and members. They are not pre-built modules and we will not pretend they are: what the industry gives you is the right defaults around them.

01Pitch & new business
02Scoping & estimating
03Resourcing
04Production
05Client review & approval
06Delivery & launch
07Billing & reconciliation
08Retainer health & renewal
And everything else

These sit on top of the whole product.

  • Client calls become owned action items on the right board, with scope changes logged where the fee lives
  • The built-in CRM keeps new business, accounts and opportunities next to the delivery board
  • Each project's Budget tab tracks spend against the fee; its Capacity tab tracks the load on that one job
  • Autopilot plans a delivery, assigns from real people and reassigns when someone is over capacity
  • Chat channels per project and per team, with calls that survive navigating away
See the full platform
What we don't claim

The honest edges.

  • Two rates price the same hour, deliberately: the project Budget's blended rate answers “what did this cost us” and the billing rate answers “what do we invoice”. Both are shown; neither is derived from the other.
  • Noots produces and exports invoices. Sending, chasing and reconciling them stays in your accounting system.
  • There is no Figma integration.
  • Approvals record a named sign-off against a task. It is not a frame-accurate proofing tool with annotations over artwork or video.
Questions

The ones buyers ask first.

Can we see utilisation across every client at once?
Yes — that is the point of Workload. It shows capacity against assigned work per person across every account, rather than one project at a time. Each individual project also has its own Capacity tab for the load on that job alone.
Why are there two different rates on the same hour?
Because “what did this cost us” and “what do we invoice” are different questions. The project Budget prices minutes at a blended internal rate; Time Tracking & Billing prices the same minutes at the client rate. Both surfaces say which question they are answering, and neither is derived from the other.
How does client sign-off work?
Approvals routes the deliverable to a named approver and records who approved what and when, on the task itself. It is a sign-off record beside the work — not a proofing tool with frame-accurate annotations, and not an electronic signature.
Does new business live in the same place as delivery?
Yes. The built-in CRM holds leads, contacts, accounts and opportunities, and any contact or opportunity can be linked to the project delivering the work — so the pipeline and the board are two ends of one workspace rather than two tools.

Open a workspace that already knows Agency & Consulting.

Answer what your organisation does, review what gets installed, and start with the boards, meetings, chat and calendar already in the right shape.

Free to start · No credit card required