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SoftBillo for Marketing Agencies

Run retainers, projects and billing from one workspace.

Scope, track and bill client work without three tools and a spreadsheet in between.

Business professional and office manager in a modern workplace

Why agencies switch

Three tools and a spreadsheet is not a system

Scoping lives in one app, time in another, invoicing in a third, and margin nowhere at all.

SoftBillo keeps delivery and money in the same workspace so profitability is a view, not a monthly reconstruction.

What you get

How SoftBillo works for marketing agencies

Retainers that bill themselves

Recurring invoices with schedules, deposits and automatic reminders.

Project profitability

Time, expenses and invoices per project so you know which clients actually pay.

Client-ready reporting

Branded PDFs summarising work delivered and money moved.

Team scheduling

SoftCale links for strategy calls, kickoffs and review sessions.

How it works

Four steps, start to paid

  1. Step 1

    Scope the project

  2. Step 2

    Track time and spend

  3. Step 3

    Invoice on schedule

  4. Step 4

    Report the outcome

Business owner and client shaking hands at the end of a job
Retainers bill themselves; project margin is visible before the month closes.
Every project now tells me its margin without me opening a spreadsheet.
Agency founder

Who it's for

Independent and boutique agencies

Two to twenty people running retainers and projects side by side.

FAQ

Questions people ask first

Can I bill retainers automatically?

Recurring invoices run on schedule with deposits and reminders included.

Can I see margin per project?

Time, expenses and invoices roll up per project in real time.

Can clients see progress?

Share a client-facing view or send a branded report Vio writes for you.

Marketing Agencies by SoftBillo

Run retainers, projects and billing from one workspace.

Free to start. No card, no setup call, no lock-in.