Gixo Keystone · Agency & Client Project Management

Agency project management software for client work

Gixo Keystone is the agency project management software and client project delivery workspace that keeps live schedules, team capacity, approved time and budgets, priced change orders, and client sign-off in one project.

  • List, Kanban Board & Timeline Views
  • Critical Path & Task Dependencies (Professional)
  • Weekly Team Capacity & Workload (Business)
  • Approved Time, Budgets & Change Orders (Professional)
Start a 14-day Keystone trial See the project workflow Plans and fit

14-day Starter trial without a card. Starter covers projects, tasks, List, Kanban Board and Timeline views, and manual time logging; dependencies, critical path, budgets and change orders are on Professional, and weekly capacity is on Business. Paid plans from $9/month per person ($90/year billed annually).

Keystone Plan with three scheduled launch tasks and one added workshop request.
The Plan tab of a fictional Northstar Studio project, with three scheduled launch tasks and an added workshop request that has no dates yet.
Workflow-specific products Content, decks, visuals, briefs, proposals, legal, books, and project delivery each have a clearer buying path.
Review before delivery Draft, edit, collaborate, approve, and export in the same workspace.
Security + procurement path Security policy, support, and Azure Marketplace buying are public.
Microsoft AI Partner Azure Marketplace G2

How Keystone Works

One continuous delivery flow from project start to client sign-off

Keystone keeps every stage of client delivery in one workspace, from the first task to the client's recorded decision.

  1. 01

    Start the Project

    Start from one of three ready-made templates, a template your team saved, or a blank project. Ready-made templates come with dated tasks from the first day. Proposals and agreements are written in Gixo Arc and Gixo Lex, each on its own plan.

  2. 02

    Plan & Schedule

    Organize work in List, Kanban Board, and Timeline views with dependency links and critical-path dates.

  3. 03

    Balance Capacity

    Compare weekly person-by-person availability against planned task hours before overcommitting the team.

  4. 04

    Track Time & Budget

    Log time, approve weekly timesheets and track budgets. Bring approved time and client decisions into one billing CSV.

  5. 05

    Triage & Sign Off

    Issue priced change orders and record client acceptance on a priced milestone. Send the client a single-use link to accept or reject one item, and the decision is recorded on the milestone.

Core Delivery Pillars

Built for the three moments where agency projects make or lose margin

Each pillar pairs daily producer controls with the commercial context account leads and clients need to see.

Timeline with the launch-task dependency sequence and an unscheduled request.
01 · Schedule & Critical Path

Plan work across List, Kanban Board, and Timeline

Organize milestones, tasks, and dependencies in one plan. Calculate earliest/latest dates and the critical path without silently overwriting your saved task dates.

  • Switch between List, Kanban Board, and Timeline on the same tasks
  • Calculate critical path and slack with visible dependency signals
  • Download milestone and personal task .ics calendar files

The Timeline tab of the fictional project, with dated tasks, their dependencies, and a warning about the request that has no dates.

Explore project scheduling
Money tab showing USD 150 of approved time against a USD 2,000 budget.
02 · Capacity, Time & Budget

Balance weekly capacity and track approved time against budgets

Check who is overloaded before assigning work, then log billable and non-billable hours with captured rate snapshots, weekly timesheet approvals, and budget burn tracking.

  • Compare weekly team capacity against planned task effort
  • Approve weekly timesheets with preserved billing rate snapshots
  • Track named budgets and export approved billable time, accepted milestones and approved price changes
  • On Professional, estimate a task's time from how your own finished tasks went

The Money tab of the fictional project, with USD 150 of approved time recorded against a USD 2,000 budget.

Explore resource planningExplore time, budgets and billing exports
Client tab sorting three launch tasks as part of the deal and an onsite workshop as extra work.
03 · Scope & Change Orders

Triage new client requests and issue priced change orders

Price change orders on a milestone and collect formal client sign-off on any Professional project. On a project started from a won deal, your agreed scope baseline also sits beside the task board, and new client asks can be classified as in-deal, small change, or extra work. Starting a project from a won deal, with its accepted Gixo Arc proposal and signed Gixo Lex agreement attached, needs Accord, Gixo's CRM, which is not on sale yet.

  • On a project started from a won deal, trace tasks and added requests back to the recorded agreement
  • Turn extra work into priced change orders
  • Record client sign-off on each priced milestone, apart from your team's task completion
  • Link a milestone to the saved Gixo Quill article or Gixo Lumen deck it delivers

A manager in a fictional project sorted three launch tasks as part of the deal and the onsite workshop as extra work; this view needs a project started from a won deal.

Manage scope and client requests
01 · Intake & Client Onboarding

Start client onboarding from a saved template instead of a blank board

Today a Keystone project starts from one of three ready-made templates, a reusable agency template your team saved, or a blank project, so agencies and professional services teams do not rebuild the same delivery steps after a deal closes.

The ready-made templates are on every plan, beside the templates your team saves. Each one brings milestones and dated tasks from the first day, and if you set a due date you can fit those dates to it, so account leads and project managers can move straight from client onboarding into execution.

  • Create a live project from a ready-made template, a saved delivery template, or a blank project.
  • Keep due dates, budgets, and saved baselines in the same project as the tasks your team works on.
  • Review the same work through the view suited to the next action: List, Kanban Board, or Timeline.
Draft and accept proposals in Gixo ArcPrepare client agreements in Gixo LexSee scope and change-order controls
02 · Schedule, Capacity & Budget

Run schedules, weekly capacity, and project time tracking in one workspace

Keystone is client project management software for agencies. Keep the work schedule, the team’s capacity, and approved time and budgets together in one project.

In Keystone, dependency dates and critical-path calculations sit alongside person-by-person weekly capacity, timesheet approvals, and budget tracking — so delivery leads spot overloaded weeks and budget burn before a deadline slips.

  • Discuss which work affects the finish and what changed using dependency-aware critical-path calculations.
  • See what contributes to an overloaded week across active client projects before assigning more work.
  • Review approved weekly timesheets, then combine billing exports for a client’s projects into one CSV for the same period.
Explore project scheduling and critical pathCheck weekly resource scheduling and capacityReview project time tracking and budgets
03 · Client Decisions & Gixo Handoffs

Separate task completion from client acceptance and hand off status updates

Marking a task done internally is not the same as a client accepting a deliverable. For one priced completion or one proposed change order, a manager creates a single-use client decision link and sends it to the client, who reviews that one item and accepts or rejects it once. The link expires, can be revoked, and the client's decision is recorded on the milestone.

When it is time to report progress, Share an update carries the project's facts into a status update, deck or chart in Gixo Quill, Gixo Lumen, or Gixo Prism without copy-pasting across tools. Keystone gathers those facts for you on every plan; creating the update there needs that product's own plan.

  • Distinguish work finished from work accepted: client sign-off is recorded on each priced milestone.
  • On Professional, link a milestone to a saved Quill article or Lumen deck and check its saved review notes before requesting client approval.
  • Open a status update, deck or chart in Quill, Lumen, or Prism with the project's facts attached; creating it there is a separate, explicit action.
Draft client status updates in QuillBuild steering decks in LumenCreate charts and visuals in PrismSee all Keystone integrations and handoffs

Connected Gixo Suite

Connected to status reports, steering decks, and charts

Keystone is the operational bridge inside the Gixo suite. Send the project's current delivery facts out to client-facing documents and presentations without retyping. Share an update is on every Keystone plan; creating the document, deck or chart needs that product's own plan.

  • Upstream intake: Start projects from ready-made templates, templates your team saved, or a blank project. Write proposals in Gixo Arc and client agreements in Gixo Lex, each on its own plan.
  • Downstream handoffs: Carry the project's facts into a status update, deck or chart in Gixo Quill, Gixo Lumen, or Gixo Prism.
  • Portable exports: Download billing CSVs for invoicing, including one combined file for a client’s projects, and .ics files for milestones and tasks.
Keystone integrations and handoffs Gixo Arc proposals Gixo Lex agreements Gixo Quill content Gixo Lumen presentations Gixo Prism visuals
Share an update menu offering Quill, Lumen and Prism actions.
The Share an update menu with its Quill, Lumen and Prism choices; nothing was generated for this picture.
Transparent Per-Person Pricing

Keystone plans and trial boundaries

Choose per-person Starter/Professional/Business according to the controls required. Every paid seat covers one person across your active projects.

Compare Keystone plans & fit →
Core Delivery

Starter

$9/month per person

or $90/year per person billed annually

  • Projects, tasks, subtasks, milestones, and comments
  • Three ready-made project templates, beside the templates your team saves
  • A team workspace: invite colleagues and assign their work. Each colleague needs a paid seat; a trial covers up to 5 people
  • List, Kanban Board, and Timeline views
  • Time logging without rates; billable time with rates is on Professional
  • Included AI help to draft descriptions and comments and to answer questions about a project
  • Each project's recent activity from the last 14 days, and calendar downloads for milestones and tasks
Commercial & Client Control

Professional

$19/month per person

or $190/year per person billed annually

  • Everything in Starter, plus:
  • Task dependencies, critical path, and saved schedule baselines
  • Billable time with rates, weekly timesheet approvals, and named project budgets
  • Priced milestones, change orders, and single-decision client links
  • Client sign-off on each priced milestone, by link or recorded by hand
  • Project and combined billing CSVs for invoicing
  • Time estimates from your own finished tasks
  • Link milestones to your saved Gixo work: Quill articles and Lumen decks
Multi-Project Operations

Business

$29/month per person

or $290/year per person billed annually

  • Everything in Professional, plus:
  • Every project's health on your Keystone home: what needs you, a health filter, and charts
  • Weekly person-by-person capacity against planned task effort
  • Managers move a task from someone over capacity to another project member

Trial & suite scope: The 14-day free trial uses Starter without a credit card and keeps Professional and Business controls outside the Starter trial. A Keystone seat covers Keystone itself; AI generation in another Gixo product requires that product's own subscription. Accord, Gixo's CRM, is not on sale yet, so starting a project from a won deal, and deciding requests against the scope recorded with it, is not available today.

Inspect Before You Commit

Evaluate Keystone with real product screens, CSV specimens, and documentation

Step-by-Step Walkthrough Product tour Walk through planning and team capacity, then review Time, Money and Client in the project. Product Screens & CSV Inspect examples Review 8 product screenshots of the fictional Northstar Studio project and download the sample approved-time CSV export. Complete Reference Read the user guide Check field-by-field instructions, workflow boundaries, and the downloadable PDF manual.

Questions about Keystone

What is Gixo Keystone?

Gixo Keystone is agency project management software and a client project delivery workspace. It brings project scheduling (List, Kanban Board, and Timeline views), critical-path dependencies, weekly team capacity planning, time tracking and budget visibility, scope triage, change orders, and client deliverable sign-off into one workspace.

Who is Keystone built for?

Keystone is built for marketing agencies, creative studios, consulting firms, and professional services teams that deliver scoped work for clients and need project management software for agencies where tasks, hours, budgets, and scope changes stay tied to the commercial agreement.

How much does Keystone cost and what is in the free trial?

Keystone is priced per person: Starter is $9/month ($90/year), Professional is $19/month ($190/year), and Business is $29/month ($290/year). You can start a 14-day Starter trial without a credit card. Professional or Business controls and other Gixo products require their own subscriptions.

Can a Keystone project start from a won deal, an Arc proposal or a Lex agreement?

Not yet. Starting a project from a won deal, with its accepted Gixo Arc proposal and signed Gixo Lex agreement attached, needs Accord, Gixo's CRM, which is not on sale yet. An Arc proposal or Lex agreement reaches a project only through that deal. Today a project starts from one of three ready-made templates, a template your team saved, or a blank project. On Professional you can still propose priced change orders on a priced milestone and send single-decision client links; marking a request as part of the deal, a small change, or extra work needs the recorded scope that comes with a won deal.

Does Keystone replace our accounting or payroll system?

Keystone prepares a CSV for invoicing from approved billable time, accepted priced milestones and approved price changes. Project managers can combine saved exports for the same client and period. You invoice and collect payment in your billing system, and handle profit, tax and payroll in your accounting system.

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