Bubble Digital Agency Operations
Digital agencies manage millions of client work across Asana, Toggl, FreshBooks, and Google Drive. A Bubble agency platform replaces all four with client management, time tracking, retainer billing, new business pipeline, asset library, and a client reporting portal – in one system.
Digital Agencies Manage Millions of Client Work in Spreadsheets
Digital marketing agencies, SEO agencies, web design studios, and PR firms manage multiple clients, multiple projects, and multiple retainer billing relationships using Monday.com, Asana, Toggl, FreshBooks, and Google Drive – tools that never integrate properly. A Bubble-built agency operations platform serves as the single system of record, replacing four to six tools with one that fits how agencies actually work.
Client & Project Management
Client records with retainer amount, contract dates, account manager, and key contacts. Projects with deliverables, deadlines, and responsible team members. Project health status. Automated client status report generation weekly.
Time Tracking & Utilisation
Team members log time against client projects and internal tasks. Budgeted hours vs. actual per project. Utilisation rate per team member (billable vs. non-billable). Over-service alerts when approaching allocated hours.
Retainer & Invoice Management
Monthly retainer invoices generated automatically per client. Additional work invoiced from approved timesheets. Expense tracking. Stripe payment collection. Outstanding invoice chasing at 7, 14, and 30 days overdue.
New Business Pipeline
Prospects at each sales stage: Initial Contact, Proposal Sent, Presentation, Negotiation, Closed Won/Lost. Pipeline revenue forecast. Win rate by service type and client size. The CRM built for agency sales process specifically.
Campaign Asset Library
Client brand assets (logos, brand guidelines, photography), creative outputs, and campaign reports. Version control. Client-specific access: each client sees only their own assets. Eliminates the ‘where is the latest logo?’ email.
Client Reporting Portal
Clients log in to view monthly performance reports, campaign results, project status, and time usage. Replaces the 2-hour Monday morning report email per client. White-labelled with agency branding.
Selling Operations Software to Agencies
Target 5-20 person agencies generating 500k-3M revenue that have outgrown spreadsheets but cannot justify enterprise tools. Lead with the over-service problem: “We help agencies stop giving away 25% of their work for free.” Distribute via Agency Collective, Agency Hackers, and Smart Agency Masterclass communities.
Ready to Build on Bubble?
Data model design, Stripe billing, multi-tenant architecture, and full SaaS builds done right from day one by Pakistan’s leading Bubble.io team.
