Project management software for agencies
Mono keeps your client work in one place. Each project sits under the client's contract, your team logs hours against the tasks, and invoices are linked to the same client, so you always know where each client stands.
Most agencies run client work across four tools that don't talk to each other.
One app for tasks, another for hours, another for invoices, and a spreadsheet for contracts. Each holds part of the picture. To answer a simple question like "are we over budget on this client?", someone has to pull it all together by hand.
Mono starts from the client's contract. Your projects sit under it, the hours your team logs are tied to it, and invoices and expenses are linked to the same client. The work and the money finally live in one place.
What your agency gets in one workspace
Projects that know the contract
Every project board sits under a client contract. The board shows how many of the agreed days your team has already used, so you see an overrun coming before it happens.
Hours logged against real work
Your team logs time against the task they worked on, with a timer or by hand. Every hour already knows which client it belongs to, so nobody sorts timesheets at the end of the month.
Invoices linked to the client
Create invoices for each client, link them to the contract, download them as a PDF with your logo, and see at a glance which ones are paid, part paid or overdue. Included in the Pro plan.
Know which clients are profitable
The Client ROI report shows what each client paid you, minus expenses and the cost of your team's time. Included in the Pro plan.
Client details and follow-ups
Keep each client's contacts and notes in one place, set follow-up reminders, and get a warning when a contract is about to expire.
The right people see the money
Invoices and finance reports are only visible to owners, managers and finance. Team leads and members see their boards and tasks, not clients, contracts or money.
One retainer, from contract to profit
A six-person agency signs a three-month retainer for 30 days of work. They add the client, its contacts and the contract with its dates and agreed days, then create a kanban board under it for the client's ongoing requests.
The team starts timers from the cards they work on. The Board overview shows the days planned and worked on finished tasks against the 30 agreed, so by week six the agency can see the retainer running ahead of plan and raise it with the client before it runs out.
Each month they send an invoice linked to the contract. On the Pro plan, the Client ROI report shows what the client paid, minus expenses and the cost of the team's time, so at renewal the agency knows whether the retainer is worth keeping at that price.
Instead of four tools and a spreadsheet, the agency answers "are we over on this client, and are we making money on them?" from one place.
What changes for an agency
One record per client, not one per tool
In most agencies the same client exists four times: as a folder of boards, a project in the time tracker, a customer in the invoicing app and a row in a contracts spreadsheet. Each copy drifts.
In Mono the client is entered once. Contracts sit on the client, boards on the contracts, and time, invoices and expenses on those. Reports read the same records your team works in.
Projects and retainers on the same footing
A fixed project and a monthly retainer are both contracts with dates and agreed days. Scrum boards suit projects with milestones; kanban boards suit the steady stream of requests a retainer brings. Either way, the contract shows how much of the allowance is used.
Getting started without a big migration
There is no import tool yet, and you do not need one to start. Most agencies begin with one active client: add the client and contract, create a board, and run that work in Mono for a few weeks alongside your current tools.
For a bigger move, talk to us and we will help you bring your existing clients and contracts in.
Start with one client
Add a client and their contract
Enter the client, the people you deal with, and the contract with its dates and the number of days agreed.
Put the work on a board
Create a project board under the contract and break the work into tasks your team can pick up.
Track, invoice and review
Log time as you work, invoice the client, and see the effort and the money for that client in one place.
Part of one workspace
Each piece reads the same client, contract and task records, so delivery and billing never drift into separate systems.
Project boards tied to contracts
Kanban and scrum boards that belong to a client contract, so every task carries its scope, deadline and day allowance.
Time tracking
A timer and weekly timesheet where every hour is logged against a task — and so against a client contract.
Invoicing and finance
Invoices linked to the client and contract, PDF downloads, payment tracking and a finance dashboard with per-client ROI.
Frequently asked questions
Yes. Plans start at 3 users. The free trial lasts 90 days, needs no credit card, and covers boards, clients, contracts and time tracking within set limits.
No. Mono is for your team. Clients don't have logins or a portal, so you keep sharing progress with them the way you do today.
Not automatically. You type the line items on the invoice yourself. To see the hours to bill, open the Timesheet, filter by board and export it as a spreadsheet (CSV).
Yes. A retainer is a contract with its dates and agreed days. A kanban board under it suits ongoing requests, and the contract shows how much of the allowance has been used.
Owners, managers and the finance role see invoices and finance reports. Team leads and members see their boards and tasks, not clients, contracts or money.
Run your next client project from one workspace.
Add a client, a contract and a board in a few minutes. The trial is free and needs no credit card.