We already use ClickUp or Asana. Why build something?
Keep them if they work. We often connect existing tools and add what they lack, such as profitability, capacity, or client reporting, rather than replacing everything.
Agencies
Know which clients and projects make money.
For marketing, creative, and digital agencies. Projects, team capacity, client approvals, and reporting in one place.
What is agency management software?
Agency management software brings together the parts of running an agency that general project tools leave out: retainers and scope, team capacity, client approvals, time against budget, and profitability by client.
Most agencies already use a task tool they like. SETITUP connects what you already use and adds the missing layer, so leadership can see which clients and projects make money and who has capacity next week.
Agency problems that tools do not solve.
- Nobody knows who has capacity next week
- Projects go over scope without anyone noticing
- Client approvals scattered across email and chat
- Monthly client reports built by hand
- Profitability per client is a guess
- Freelancer hours tracked in spreadsheets
What we build for agencies.
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Projects and retainers
Scope, deliverables, deadlines, and hours for every client.
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Capacity planning
See who is free, who is overloaded, and what is coming up.
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Client approvals
Deliverables sent for approval with comments and version history.
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Automated reporting
Client reports that pull data and send on schedule.
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Profitability
Time and cost against fees, by client and project.
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Lead to project
Won deals become projects with the right team assigned.
One client, brief to report.
How work moves through a connected agency system.
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Brief
Project or retainer set up
Scope, deliverables, budget, and team are defined when the deal is won.
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Plan
Capacity checked
Work is scheduled against real team availability, including freelancers.
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Deliver
Approvals in one place
Deliverables go to the client for approval with comments and versions tracked.
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Track
Time against budget
Hours and costs are compared to the fee as the work happens, not at month end.
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Report
Client report sent
Performance reports are compiled and sent on schedule.
Agency questions
Can clients log in?
Yes. A client view can show project status, pending approvals, and reports.
Can you track freelancer and contractor costs?
Yes. Freelancer hours and costs can be logged against projects, so profitability includes everyone who worked on the account.
Do you build for marketing agencies specifically?
Yes, along with creative, digital, and other service agencies. The system is shaped around your services, retainers, and reporting.
Let's find what's slowing your business down.
Walk us through how work moves today. You leave the call with a recommended first system to build.
Trusted by PADRON Technical Services and Ruppells Solutions.