Retainer burn discovered at invoice time
A client on 40 hours a month quietly consumes 60, and nobody notices until the account manager reconciles timesheets at month end.
Industry · Marketing & creative agencies
Agency operations software that knows which client every hour belongs to
Agencies sell time, and yet the hours, the deliverables and the client logins usually live in three unrelated tools. Orbiz ties every clock-in, every board card and every shared password to a client project, so retainer burn is visible before the invoice goes out.
Every tool included in every plan. No per-seat charge, no per-tool upsell.
The problem
Where agency teams lose time today
Client logins passed around by message
Ad-platform, analytics and social media credentials for a dozen clients live in a shared document or a group chat, with no record of who used them last.
Brand assets in personal drives
Logos, guidelines and final artwork end up in whichever designer’s cloud drive was handy, and leave with them when they go.
Feedback in ten-message threads
Describing a layout problem in text takes longer than fixing it, and the client’s reply arrives out of context two days later.
The tools
How agency teams use Orbiz
Each tool below is the same product every customer gets — described here in terms of the job it does for your kind of organisation.
Delivery portfolio
Trackline
Retainer periods with hours and margin per client
Set each client up as a retainer or fixed-price project. Hours flow in from attendance, so period burn and margin are visible mid-month rather than reconstructed at invoice time.
Trackline for marketing & creative agencies
Secrets & credentials
Vault
Client ad and social logins, shared by name
Keep each client’s advertising, analytics and social media credentials in their own collection, share them with the account team by name, and see who read what in the audit log. Everything is encrypted in the browser before it is stored.
Vault for marketing & creative agencies
Files & storage
Filespace
Brand assets in folders the agency owns
A shared drive scoped to your organisation, with a folder per client for logos, guidelines and finals. Per-member quotas keep it under control, and a departing designer’s files stay put.
Filespace for marketing & creative agencies
Screen recording & screenshots
Grabr
Walkthroughs and reviews as a link
Record a screen walkthrough of a campaign draft with webcam and mic, annotate a screenshot of a layout, and send a link that expires. Analytics show whether the client opened it before the review call.
Explore Grabr — Screen recording & screenshots
Team chat
Huddl
A guest channel per client account
Give each client account its own channel and invite the client’s marketing lead as a guest: they see that channel, the files shared in it and the people on their account, and never the rest of the agency. Campaign questions stop living in email threads.
Explore Huddl — Team chat
Project tracking
Cadence
Campaign boards per client
A board per client or per campaign, with statuses that match your workflow — brief, in progress, internal review, client review, live — and custom fields for channel and deadline.
Explore Cadence — Project tracking
Time & attendance
AMS
Time against the client, not just the day
Team members clock in and log time to a client project, so a timesheet is already a per-client breakdown. Leave and holiday calendars show account managers who is out before they promise a deadline.
Explore AMS — Time & attendance
Replace your stack
What agency teams usually pay for instead
A team like yours typically runs on Trello, Harvest, 1Password, Loom, Google Drive, BambooHR and Slack — each with its own bill, its own user list and its own offboarding step. Orbiz covers the same jobs for one flat price per organisation, with unlimited members.
- Trello
- Harvest
- 1Password
- Loom
- Google Drive
- BambooHR
- Slack
One platform
One login, one set of roles, one database that is yours
Agencies churn through freelancers and juniors, and each one needs access to a handful of clients and none of the rest. Orbiz gives every member one login, custom roles per tool, and one place to remove them — from the boards, the files, the timesheets and the client credentials at once.
Available as
- Web appAvailable nowEvery tool, in any modern browser, on your organisation’s own subdomain. Nothing to install.
- Mobile appComing soonA native app for attendance, leave, notes and notifications on the go. Coming soon — the web app works on a phone today.
- Desktop appComing soonA desktop companion for attendance, idle detection and screen recording. Coming soon — the browser does all of it today.
- Browser extensionComing soonA Chrome extension for one-click screenshots, recordings and vault autofill. Coming soon — the web app does the rest today.
Agencies FAQ
Questions agency teams ask
Can we see how much of a client’s retainer has been used this month?
How do we share a client’s social media password with only the team on that account?
Is there a limit on file storage for client assets?
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Want Orbiz for your agency team?
Every tool on this page is included in every plan. Tell us your team size and we set up a working organisation for you to try.