Proposals, project tracking, team time billing, and real profitability — for creative agencies, design studios, and small teams.
Create detailed proposals with deliverables, timelines, and assigned team members. Smart estimates draw from your project history.
Each team member has their own rate. Standard, overtime, and rush rates cascade from member to client to project. Every hour is billed correctly.
Software subscriptions, office rent, subcontractor fees — allocate overhead to specific clients or spread it proportionally.
Choose itemized (every team member and rate type listed) or consolidated (clean total). Minimum billing rules prevent underbilling.
See exactly what each client costs to serve. Revenue minus labor minus overhead equals the number that matters.
Standard, overtime, and rush rates per team member. Rate cascading: project overrides client overrides member defaults.
Set minimums per rate type. If a team bills 0.3 hours, the invoice reflects your minimum — no more leaving money on the table.
Assign shared expenses (software, rent, utilities) to specific clients or distribute proportionally across active projects.
Set up recurring billing for retainer clients. Track hours against retainer allotments and invoice overages.
Milestone-based payments for large projects. Collect deposits, progress payments, and final balances on schedule.
Drag-and-drop kanban for your sales pipeline. Customizable stages: lead, proposal sent, negotiating, won, lost.
Save milestone sequences for repeatable project types. Website builds, brand identities, campaigns — start structured.
Revenue, labor cost, overhead, and true margin per client. Compare across your portfolio at a glance.
8 triggers, 4 actions, 2 searches. Connect Clearmargin to your CRM, project tools, and communication apps.
Explore a demo account pre-loaded with realistic creative agencies data — proposals, invoices, expenses, and profitability reports.
Explore the demo