Creative & Digital Agencies teams win when their pipeline, delivery, time and billing live in one place. Here is how Autovella maps to your industry, the challenges, the workflow, and the measurable results.
The challenges
Agencies juggle a CRM for new business, a project tool for delivery, spreadsheets for time, and a separate app for invoicing. Context is lost between tools, utilization is invisible, and month-end billing is painful.
What teams need
- A pipeline that flows into delivery without re-keying
- Accurate time capture against billable work
- Multi-currency invoicing tied to projects
- Live margin and utilization by client
The workflow
A connected flow from first touch to outcome, no copy-paste between tools.
Win
Track the deal in the CRM pipeline
Kick off
Convert the won deal into a project
Deliver
Run the work on boards and sprints
Track
Log billable time as the team works
Bill
Generate the invoice from logged time
How Autovella helps
With Autovella, the same record carries a client from first touch to final invoice. A won deal becomes a scoped project in one click, the team delivers on boards and timelines, time is logged against tasks, and invoices are generated from that time in any currency, all on one source of truth.
One source of truth. Every step above runs on the same data model, so reporting is accurate the moment work happens.
The benefits
- No re-keying between tools
- Full client history in one place
- Real-time utilization and margin
- Faster, accurate month-end billing
Implementation approach
Most teams are live within days, not months.
Import
Bring in clients, projects and contacts via CSV
Template
Recreate your delivery workflow as a template
Connect
Map the pipeline → project → invoice flow
Go live
Onboard the team with saved views per role
KPIs & ROI
Agencies typically replace four subscriptions with one and recover hours every month previously lost to status updates and reconciliation. With utilization visible in real time, billable capacity stops leaking, most teams see the platform pay for itself within a quarter.
Features that power this
Ready to run your creative & digital agencies on Autovella?
Book a 30-minute demo, see it mapped to your workflow, no credit card required.
Frequently asked
Yes, set a currency per project or invoice; reporting handles conversion.
Logged billable time can be turned into an invoice in one step.
Share projects or build a branded client portal with Experience-style access controls.