Bring the client workflow closer to the project.

Flowboard brings the agency engagement into one daily routine: win the work, create the project, allocate people, record delivery time and prepare the invoice. Client access and project documents keep the relationship and scope nearby, while the owner can review direct costs against the project revenue basis.

Productive organizes agency work through services, budgets and resource bookings, with service-level profitability and financial forecasting. Flowboard offers a project-centered model for the connected client workflow and recorded direct margin. The distinction matters when your agency needs future revenue forecasts rather than a view of costs recorded so far.

In Productive, services represent the work sold and delivered within budgets or deals. That distinction matters when a project combines different billing methods or separate service lines. Tasks organize delivery, but the commercial record has its own structure.

Flowboard connects billing context to the project, including hourly, fixed-fee, retainer and internal work. List your actual contract patterns before testing. A simple website engagement, a mixed-service campaign and an ongoing support arrangement may need different treatment. The more complex example is particularly useful for revealing whether a model fits without awkward workarounds.

Productive's profitability documentation distinguishes recognized revenue from costs based on tracked work, expenses and applicable settings. Flowboard's current direct-margin model uses billable time and rates for hourly revenue, or the configured budget for fixed-fee and retainer revenue. Those are not automatically equivalent accounting definitions.

A newly started fixed-fee project can therefore show a different financial picture across configurations. Before calling one result wrong, align the period, revenue basis, cost inclusion and approval state. Ask the financial owner to explain each number in ordinary language. Direct margin, cash collected and formally recognized revenue should remain distinguishable.

Illustrative evaluation: a campaign includes a fixed strategy phase, ongoing production and separately billed expenses. Some work is completed, some is booked for next month and an additional request is still being negotiated. This scenario tests both the current economics and the future commitment.

In Flowboard, connect the campaign to its client, record the agreed project value and track the labor and direct expenses used so far. In Productive, services and budgets distinguish the work and its billing types, while bookings contribute to future forecasts. Keep those future commitments separate from the completed-work view when making the next staffing or scope decision.

A resource booking says what the agency intends to spend. A time entry records what happened. Productive explicitly documents using future bookings in budget and profitability forecasts. That is valuable when leadership needs to anticipate the financial effect of work that has not occurred yet.

Flowboard provides weekly project allocations and team availability, alongside direct margin from logged work and relevant expenses. It helps the team plan capacity and review recorded delivery costs. Future financial forecasts based on resource bookings are a different capability provided by Productive's forecasting model.

Start with the engagement your agency sells and delivers. In Flowboard, carry the won deal and its client into a project, assign work and record delivery time. Review logged labor and direct expenses against the project revenue basis, then prepare the invoice from eligible billable entries. Contributors and account managers can follow the engagement alongside the owner's direct-cost view.

Bring the financial owner into setup before moving an active budget. Record the opening position and preserve service-level reports from Productive. Flowboard's direct margin uses recorded costs; it does not replace forecasts based on future resource bookings. Retain a forecasting process where required, and give the daily client workflow a clear home in Flowboard.

Flowboard connects CRM handoff, proposals, client access, tasks, time and invoices around the project. The contributor records work, the account manager follows the client relationship and the owner reviews direct economics. That gives the agency a project-centered routine for the daily decisions surrounding delivery.

Public proposal signatures and invoice conversion keep agreement and billing records close to the engagement. The client portal provides access to selected content while internal costs stay private. Flowboard has no native Gantt view or native mobile app, and full bookkeeping remains in your accounting system.

Productive provides exports for time reports and other operational records. Save the reports that explain your opening position: budgets, services, recorded hours, expenses, invoices and any unfinished work. Preserve their definitions and reporting filters as well as the numbers.

Flowboard currently has no dedicated Productive API importer. Generic CSV can bring supported records after preparation, but it does not recreate Productive's service budgets, historical time or forecast configuration. Start with a new or bounded project, retain the historical system and compare opening balances before moving a broader book of business.

Start your Flowboard trial with the reconciled engagement. Assign the next delivery task, record the hours and follow those entries through the cost review and invoice preparation. Give the client selected project access and keep internal rates private. Use the project as the shared place for the next delivery and commercial decision.