Can I set different billable rates per client?

Yes. Set rates per project, per team member, or per task type. Rates are applied automatically when generating invoices from tracked time.

How do retainer clients work in Flowboard?

Each retainer is a project with a monthly hour budget. The dashboard shows burn rate in real time: hours used, hours remaining, and whether you're on track to hit the budget. Reset monthly or roll over unused hours.

Can clients see our internal notes or cost rates?

Never. Flowboard's Two Realities system ensures clients only see what you mark as client-visible. Internal notes, cost rates, margins, and team discussions stay hidden.

Can I bring my ClickUp or Asana data with me?

Yes. Self-serve import wizards cover ClickUp, Asana, and Trello, and CSV import handles anything else. You run the import yourself from inside your workspace.

Marketing Agencies

Built for marketing agencies that bill by the hour.

Campaign management, billable time tracking, client portals, and profitability dashboards, designed for how marketing agencies actually work.

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Flowboard projects grid showing marketing campaign projects with client, billing type, and due date

6,357 agency reviews of Asana, ClickUp, Jira, Monday.com, Notion, and Trello. Where we quote one, it is verbatim, typos included, as reviewed on Software Advice.

You manage campaigns for a living. But who manages the business?

Your team is great at strategy, content, and ads. But the business side is a mess. Billable hours live in Harvest. Client communication happens in Slack, email, and a shared Trello board the client was never supposed to see. Invoicing is a Friday afternoon ritual involving three browser tabs and a spreadsheet you swore you'd fix last quarter.

The worst part? You don't know which retainers are profitable until the end of the month, when it's too late to adjust scope, push back on out-of-scope requests, or have the budget conversation with the client.

Every tool in your stack was designed for a different job. None of them were designed for the way a marketing agency actually operates.

There's a better way.

The Old Way

Hours in Harvest, tasks in ClickUp: Tab-switch to see the full picture of any campaign.
Shadow boards for clients: Duplicate boards so clients don't see internal notes.
Friday invoicing ritual: Export hours, open QuickBooks, manually create line items.
Spreadsheet profitability: You find out a retainer lost money next month.
"Where are we?" emails: Weekly status reports nobody reads.

The Flowboard Way

Timer on every task: Hours tracked where the work happens. No tab-switching.
Two Realities, one project: Clients see their view. Your team sees theirs. Zero duplicates.
One-click invoicing: Select tracked hours, generate invoice, send. Done.
Live margins per project: Budget, hours burned, and margin updated with every tracked hour.
Client portal: Clients log in, see progress, leave feedback. No status emails.

Billable Hours

Every tracked hour flows to invoices and profitability. Automatically.

One-click timer on every task. Billable rates per client. Hours become invoice line items.

Your team clicks to start a timer, clicks to stop. Hours are automatically tied to the campaign, the client, and the budget. Set different billable rates per client or per team member. At the end of the month, tracked hours become invoice line items. No exporting, no copy-pasting, no reconciliation.

See how time tracking works

Flowboard weekly timesheet showing hours logged against each task with running daily totals

Client Visibility

Give clients a window. Not the keys.

Branded client login. Progress, approvals, and files, without exposing your internals.

Each client gets their own branded login. They see campaign progress, upcoming deliverables, and project timelines. They can leave feedback, approve work, and download files. What they can't see: your internal notes, cost rates, margins, or anything you haven't explicitly marked as client-visible.

Tour the client portal

Flowboard client portal showing a client's scoped view of project tasks, comments, and shared files

Margins

Know which retainers make you money. Before they end.

Real-time budget tracking. Revenue, costs, and margin per project, updated live.

Set the retainer budget. Your team tracks time. The dashboard shows you exactly where you stand: hours burned, revenue earned, margin percentage, updated live. Catch scope creep before it eats your profit. Have the budget conversation with the client while there's still time to adjust.

See the profitability dashboard

Flowboard profitability dashboard showing live margin per client and per project alongside budget burn

How Flowboard helps marketing agencies

Campaign = Project

Each campaign is a project with tasks, deadlines, and budget tracking. Board view for creative workflow, list view for content calendars.

Retainer tracking

Set monthly hour budgets per client. See burn rate in real time. Know when to have the scope conversation before it's too late.

Client portal

Clients see campaign progress, approve deliverables, and download assets, without seeing your cost rates or internal notes.

One-click invoicing

Tracked hours become invoice line items. Generate and send client invoices without leaving the platform.

Frequently asked questions

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