For agencies & studios
Planoda for agencies & consultancies is a client-work platform: client-scoped projects, capacity across the whole roster, and intake from email or forms — so billable work never falls between accounts.
Planoda for agencies & consultancies, in short
The problem
Agencies juggle a dozen clients with different processes, deadlines, and tools. Work gets tracked in whichever app a client prefers, capacity is a guess in a spreadsheet, and the moment someone goes on leave nobody knows what's at risk. Margins quietly leak into context-switching and dropped handoffs.
How Planoda solves it
Planoda gives each client its own scoped projects and boards inside one workspace, with cross-team views that show capacity and load across the entire roster. Intake from email, Slack, and embeddable forms turns client requests into routed work, and SLA tracking flags anything at risk of slipping — before the client notices.
What you get
Why this fits
The parts of Planoda that matter most to agencies & consultancies teams.
Workload views span every client and team member, so you can spot who's overloaded and reallocate before a deadline slips. No more reconciling a staffing spreadsheet every Monday.
Client requests from email, Slack, or an embeddable form land as triaged issues routed to the right project — so nothing lives in someone's inbox and quietly dies there.
Most agency work is a variation on a known shape: onboarding, a campaign, a build. Save proven projects as templates and clone them per client instead of rebuilding from scratch.
FAQ
Ready to ship?
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