Prospektiv

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Verified User in Consulting
UC
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Small-Business (50 or fewer emp.)
11/05/2026
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Incentivized Review

All-in-One View for Retainers, Profit Estimating, and Project Planning

I have been using monday.com, harvest and other tools yet this one pulls it all into one. I am a fractional consultant now and don't want to spend money on multiple subscriptions so being able to see everything in one view is super helpful. client Retainers, estimating profit, and planning for new projects is now much more simple. Also as ex Agency operator this is great to know how client retainers are tracking / scope creep and team utilisation.

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What is Prospektiv?

Prospektiv helps agencies organise client work, balance team workloads and see which jobs make money. Know what needs doing, who has room to do it and whether the work is staying within budget. Keep the details connected - from the first enquiry and proposal through to projects, monthly retainers, recorded time and invoices. Built for agencies and professional service teams, Prospektiv helps you: • Plan work around real team availability, including working hours and leave. • Assign tasks, reserve hours and spot overloaded weeks before committing to more work. • Track time and delivery costs so you can see where project margins are heading. • Monitor retainer allowances and create recurring tasks automatically, with dates that fit each client’s schedule. • Turn completed work and agreed fees into invoices, with connections to Xero and QuickBooks Online. • Keep clients informed through a portal where they can view shared work, make requests and respond to approvals. Reusable templates help your team start the next project or billing period with less setup. Clear planning and financial views help owners and managers make decisions without piecing together spreadsheets. For marketing, creative, digital and virtual assistant agencies that want more clarity as they grow. See how it could work for your team. Book a demo at https://getprospektiv.com/contact

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