01
Fewer handoffs
Won opportunities move into orders and projects with the relevant customer context.
42suite for agencies
From pitch to profitability: agency work in one system.
Customer context, proposals, project work, time, and invoices stay connected so your team can see what was sold, delivered, and billable.
You share four details; we then review fit, migration scope, and the next useful step personally.
02
Reliable utilization
Tasks, deadlines, and recorded time make capacity and progress visible.
03
Faster billing
Services and time are ready for invoices instead of being reconstructed across tools.
Workflow
One shared flow for sales and delivery.
- 01Qualify inquiries and opportunities
- 02Connect proposals and orders
- 03Manage projects, tasks, and time
- 04Invoice services and track receivables
Good fit
For agencies ready to consolidate their toolset.
- Digital, creative, marketing, communications, and web agencies
- Project, retainer, and mixed commercial models
- Teams with different roles and approvals
- Growing customer and project data
Concrete workflow
Example: a web agency with project and retainer work
Account management qualifies an inquiry, gets the proposal approved, and hands the order to project leadership. The team records time against tasks; finance uses services and contract logic for invoices and payment while management reviews profitability and utilization.
Useful next steps
Continue through the real workflow.
These pages connect directly to the work described here.
CRM for agencies → From inquiry and lead to proposal and order. Project management → Turn orders into planned tasks, deadlines, and budgets. Time tracking → Record effort against the right customer, project, and task. Profitability and retainers → Connect effort, cost, revenue, and retainer consumption. Pricing and contract model → Demo, user logic, term, and proposal components.
Frequently asked questions
Answers specific to this workspace.
What does 42suite for agencies cover?
Customer context, proposals, project work, time, and invoices stay connected so your team can see what was sold, delivered, and billable.
How does the workflow run in practice?
Qualify inquiries and opportunities, Connect proposals and orders, Manage projects, tasks, and time and Invoice services and track receivables.
Who is this workspace a good fit for?
Digital, creative, marketing, communications, and web agencies, Project, retainer, and mixed commercial models, Teams with different roles and approvals and Growing customer and project data.
Which boundary should buyers consider?
42suite is intended for project- and service-based agencies. Pure retail, manufacturing, and anonymous consumer workflows are not its focus.
Personal workflow check
Compare your workflow with 42suite in 15 minutes.
We review your starting point, roles, and the next useful step without making claims beyond the published product scope.