For agencies
Stop stitching five tools together to run one client.
Marketing, digital and web agencies use SparkDesk to keep the deal, the scope, the hours and the invoices on the same client record, so nobody has to ask where things stand.

- Budget used
- Hours by person
- Linked invoices
Sound familiar?
What gets fixed
- Scope creep you only notice at invoice time
- Project budgets track logged hours against what you sold, so you can raise a change order while there is still time to have the conversation.
- Chasing timesheets every Friday
- People log time against tasks as they work. Weekly timesheets go to a manager for approval, and approved hours are ready to bill.
- Retainers billed from memory
- A Flow can create each client's invoice on a schedule from approved time, reusing the last invoice's terms and notes.
- Clients emailing for status
- The client portal shows their projects, documents, invoices and requests behind a magic-link sign-in, without taking a paid seat.
How a job runs in SparkDesk
01 / Win
Track leads and opportunities in a pipeline, send a quote from your products and services, and get the contract signed with built-in e-signature.
02 / Deliver
Turn the won deal into a project from a template. Tasks, boards, docs and time all hang off the same client.
03 / Bill
Invoice a deposit up front, progress invoices as you go, and the final balance at the end, or bill retainers from approved hours.
04 / Support
Client requests arrive as cases from email or the portal, with SLAs so nothing waits too long.
The features agencies use most
Projects and time tracking
Projects, task boards, timers and timesheets, with budgets and hours that carry into invoices.
Learn moreQuotes and invoicing
Quotes that become deposit, progress and final invoices, plus invoicing from hours and credit notes.
Learn moreClient portal
A portal where clients sign in with an email link to see invoices, documents, projects and requests.
Learn moreFlows automation
When, If, Then automations that can open timesheets and create invoices for each client period.
Learn moreService desk
Email-to-case, SLAs, priorities and a knowledge base, linked to the client's account and projects.
Learn moreCRM
Accounts, contacts, leads and a deal pipeline that carry straight into quotes, projects and invoices.
Learn more
Where to start
The Team plan
Team includes 3 users, the service desk, approvals for timesheets, and scheduled billing from approved hours. Add users as you grow.
For agencies: questions
Something else? Ask us.
Can we bill retainers and project work in the same workspace?
Yes. Fixed-fee projects can use deposit, progress and final invoices from the accepted quote, while retainer clients can be billed per period from approved time, either by hand or with a scheduled Flow.
Do our clients need a SparkDesk account?
No paid account. Clients sign in to the portal with a magic link sent to their email. Portal users never take a paid seat; each plan includes a number of portal users and you can add more.
How do we move off spreadsheets and our current tools?
Use the import wizard for CSV files of accounts, contacts, deals and more. If you would rather hand it off, our Data migration service is scoped before any work starts.
Also see SparkDesk for consultancies, creative studios and event planners.
Run your next client project in SparkDesk.
Start a 14-day free trial of any paid plan. No card needed, and you can drop to the Free plan at any time.
