Automations across the business
Onboarding, billing, notifications and handoffs run without manual steps.
All comparisons
Agency operations software
Agency operations, finally in one system
Operations is the glue between sales, delivery and finance. When that glue is a pile of integrations and manual handoffs, work slips through the cracks and your team spends its time on admin instead of clients.
ProjEvo runs agency operations from one system: projects and time, billing and subscriptions, support, hosting and a client portal, with automations that handle onboarding, billing, notifications and handoffs so the work moves itself.
Best for agency owners and ops leads who want delivery, billing and support to run from one connected system.
The bottom line
Agency operations break at the seams between tools. ProjEvo removes the seams — delivery, billing, support and web ops share one system, and automations handle the handoffs that used to be manual.
What to look for
Delivery and money together
Projects, time, invoices and subscriptions in one system.
Roles and visibility
The right people see the right work, and owners see everything.
Support and ops in one place
Tickets, live chat and web operations alongside the work.
Why teams choose ProjEvo
One platform, your brand, one bill
Less manual glue
Replace Zapier-style duct tape with automations built into the platform.
Real reporting
Because everything is one system, the numbers are not stitched from exports.
Faster handoffs
An accepted proposal becomes a project, a contract and a subscription automatically.
One platform, one bill
Consolidate the operational stack into a single tool.
Explore what's included
Automations
A visual when/then automation builder — drag steps to send email or SMS, wait, notify, create tasks and more, triggered by anything across the platform. In early beta for the Founders Club.
Projects & delivery
Tasks, deliverables, milestones, sprints, approvals, time tracking with a built-in timer, a per-project Brand Kit and switch-on integrations — the whole delivery workflow in one workspace.
Billing & money
Branded contracts and proposals, invoices, recurring subscriptions and a client wallet that pays you automatically — Stripe and PayPal built in.
Support desk
A full ticket desk with SLAs, live chat backed by custom AI agents, and a knowledge base — all white-labeled inside your client portal.
Frequently asked
- What is agency operations software?
- Software that runs the operational core of an agency — delivery, billing, support and the handoffs between them — in one connected system with automation.
- Can it automate onboarding and billing?
- Yes — automations handle client onboarding, recurring billing, notifications and task handoffs across the platform.
- Does it replace Zapier?
- For most internal workflows, yes — automations are built in, so you do not need external glue between separate tools.
See it for yourself
Start a free trial and run your whole business on one platform.