ProfessionalServices&AgencySolutions
Built by a professional services agency, for agencies and service firms. Manage clients, projects, and processes in one unified platform.
Agencies and professional services firms deserve
better management tools.
Traditional project management tools weren't built for the unique needs of service-based businesses.
Management can't see what's really happening
Leaders struggle to get visibility into project status, deadlines, and remaining work. Critical information is scattered across emails, spreadsheets, and team members' heads.
Disconnected processes create chaos
Sales, hiring, marketing, and project delivery all happen in separate systems. No single view of your entire business operations and client relationships.
Client communication is fragmented
Important updates get lost in email threads. Clients can't easily see project progress, and you spend hours creating status reports instead of doing billable work.
Why agencies and professional services firms choose Blue
Built by a professional services agency
Blue was originally built as an in-house tool for a professional services agency. We understand your challenges because we lived them.
Unified view of your entire business
See all your processes - sales, hiring, marketing, and project delivery - in one platform. No more switching between disconnected systems.
Client portal with white-label options
Invite clients into their own workspace where they can see progress, upload files, and stay updated. Available with full white-label branding.
We literally wrote the book on agency success.
We've been in your shoes, and we know what it takes to grow your agency or practice. We've distilled a decade of agency leadership experience to help you scale. Learn to master cash-flow, project management, client relationships, proposal writing — and more.
"After 30 years in project management I have discovered Blue —and it is blowing me away. The user interface is fantastic, simple to use and so easy to understand."
Agency and professional services use cases
Sales CRM & Client Management
Track leads, manage proposals, and close deals with a powerful CRM built for professional services. Link opportunities to clients and see your entire sales pipeline in one view.
See also
- Formula Fields calculate deal probabilities and weighted pipeline values
- Templates standardize proposals and sales processes
- Activity View track real-time sales activities and client interactions
Project Management & Delivery
Keep projects on track with clear workflows, deadlines, and deliverables. Management gets real-time visibility into project status, remaining work, and team capacity.
See also
- Timeline & Gantt Charts visualize project schedules and resource allocation
- Workspaces organize client projects into separate collaborative areas
- Duration Fields track time spent on tasks and project phases
Client Portal & Collaboration
Invite clients into their own workspace where they can see project progress, upload files, and stay updated. Available with full white-label branding options for a seamless client experience.
Business Intelligence & Analytics
Get insights into your entire business with cross-project dashboards. Track pipeline value, close rates, revenue goals, and team performance in real-time.
See also
- Search quickly find projects, clients, and financial data
- Audit Trails track all changes for accountability and compliance
- API Access integrate with BI tools and reporting platforms
