For agencies
Run client projectswith the numbers always in view.
Effici connects quotes, projects, time tracking, budgets, and invoicing in one place — so agency teams can see margin in real time instead of discovering it at month end.
The challenge
Agencies lose margin when project data lives in separate tools.
Time in one system, budgets in a spreadsheet, invoices in another app. By the time you reconcile everything, the project is already over budget.
Scope creep goes unnoticed
Without live budget tracking, hours accumulate quietly until the margin is gone and the invoice is already out.
Billing takes too long to prepare
Pulling billable hours from a time tracker into an invoice template is error-prone and slows down cash flow.
Project health is invisible mid-flight
There's no easy way to see whether a fixed-price project is on track financially until it's nearly done.
How Effici helps
Everything an agency needs to run profitable client work.
Real-time project budgets tied to actual work
Set a budget when the project starts. As the team logs time and costs, the project dashboard updates automatically — no manual reconciliation.
- Revenue budget from the signed order
- Actual vs budgeted hours at a glance
- Running margin updated in real time
Time tracking that feeds directly into invoices
Every logged hour is marked billable or non-billable. When it is time to invoice, Effici surfaces the unbilled work as a proposal — no copy-paste needed.
- Per-project time entries
- Billable vs non-billable classification
- Invoice proposals from tracked time
Quotes and orders linked to projects from the start
Convert a signed quote into an order and a project in one step. The financial frame travels with the work, not in a separate spreadsheet.
- Quote-to-order conversion
- Project budget pulled from the order value
- Client and item data carried across automatically
Per-project P&L for every engagement
See revenue, costs, and margin for each client project individually — not just as an aggregate. Identify which engagements are profitable and which need attention.
- Revenue, cost, and margin by project
- Billable utilization rate
- Reporting across the full portfolio
How it works
From signed quote to paid invoice in three steps.
Send a quote, convert to a project
Draft the quote, get it signed, and turn it into an order and a project with the budget already set.
Track time and costs as you work
Team members log hours and direct costs against the project. The dashboard stays current throughout the engagement.
Invoice from the work you have done
Review the invoice proposal built from billable work, send it, and track payment — all without leaving Effici.
Who it is for
Agencies of every kind doing client work.
Digital and web agencies
Keep project delivery and billing connected across retainers, fixed-price builds, and time-and-materials engagements.
Creative and brand agencies
Track budgets on campaign and branding projects without living in a spreadsheet. See profitability per client.
Marketing and PR agencies
Manage retainer accounts and ad-hoc projects from one place. Invoice from logged work instead of estimating from memory.
Related features
The product areas behind this workflow.
Project Management
One project view for budget, time, and cost.
Keep the full financial picture of each client engagement in one place.
Learn more →Time Tracking
Time that flows into projects and invoices.
Log hours against projects and turn billable work into invoice proposals without extra steps.
Learn more →Project Reporting
P&L and utilization from the same data.
See per-project profitability and team utilization without building a separate report.
Learn more →FAQ
Common questions.
Does Effici replace dedicated project management tools like Asana or Linear?
Effici focuses on the financial side of project management: budgets, time, costs, invoicing, and profitability. Many agencies use it alongside task tools like Linear or Notion. It does not include task boards or Gantt charts.
Can multiple team members track time on the same project?
Yes. You can add any number of team members to a project. Each person logs their own hours, and all entries flow into the same project view and invoice proposal.
How does Effici handle retainer clients?
You can create recurring invoices and track time against monthly retainer budgets. The project dashboard shows how much of the retainer budget has been consumed in real time.
Is Effici suitable for mixed project types (fixed price and time and materials)?
Yes. Each project can be set up independently. You can track time as billable for T&M work and use budgets and non-billable hours for fixed-price engagements, all within the same system.