Choose the Right Plan for Your Business

Gain insight into how time is spent across the organization, teams, and services.

Log hours from any device: web browser, desktop app, or mobile app.

Enter time manually or start/stop a timer while working on tasks.

Link time entries directly to specific tasks for better accuracy.

Set hourly cost rates per employee to calculate internal project costs.

Review and approve submitted time entries before they're billed or finalized.

Automatically round time entries up or down to match billing policies.

Automatic time tracking simplifies the process of logging work hours by automatically converting bookings into time entries.

Lock time entries after a set period to prevent further edits.

Send completed timesheets to managers for review and approval.

Define rules for when and how time is tracked, ensuring consistency, compliance, and accurate reporting across your team.

Organize all related tasks, budgets, and communication in one place for better tracking and team collaboration.

Create and share Forms that can turn responses into Tasks, Slack messages, or emails.

Break work down into actionable items, assign them to team members, and track their progress.

Visualize tasks using Kanban or list layouts to streamline collaboration and project workflows.

Break tasks down with subtasks or checklists to track smaller actions and ensure nothing slips through the cracks.

Assign tasks to individuals to clearly show responsibility and boost accountability.

Stay updated on task activity by subscribing users who should be notified of changes and comments.

Estimate task durations to better plan workload and resource allocation.

Track changes and user actions on objects like tasks and projects for full auditability.

Add project-specific fields (e.g. urgency, component) for better categorization and filtering.

Define custom task statuses (e.g. To Do → In Progress → Review → Done) to mirror your team’s workflow.

Create groups of people and quickly share items or information with all people in the group.

Display tasks as a list for easy grouping, filtering, and readability.

Provides a spreadsheet-style view of tasks with adjustable columns and filters for advanced tracking.

Visual timeline view of tasks within a project – ideal for planning timelines and resource allocation.

View resource workload across team members to balance and optimize task assignments.

Visualize task durations and dependencies over time using a classic Gantt chart view.

Bulk import tasks via CSV, complete with field mapping for rapid task creation.

Set dependencies between tasks to enforce correct sequencing and prevent bottlenecks.

Automate recurring tasks to generate repeat tasks on a set cadence.

Decide which comments should be visible to clients on tasks.

Create forms with public access links so external users can submit responses without a Productive account.

Track planned revenue, costs, and profitability for a project or client engagement.

Budget editor with simplified UI and less features available.

Set up a custom reminder to manage budget spending.

Set revenue recognition criteria for different service billing types to get more accuracy from your financial reports.

Log and categorize extra costs in budgets or deals, track approval, payment, and reimbursement status.

Create and send client invoices directly from Productive.

See all invoices across clients and projects in one centralized view.

Save invoices as drafts for review or finalize them to lock details.

Apply different tax rates to each line item on an invoice.

Create a credit note when you need to change an already-issued invoice.

Deliver invoices to clients via email from within Productive.

Combine several budgets into a single invoice.

Bulk copy invoices to accounting tool.

Set up rate cards per organization.

Let your clients see tracked time that has been approved.

Customize financial reporting periods to match your organization's fiscal year.

Add custom fields (text, dropdown, number, etc.) to services and rate cards, allowing you to capture the data that matters.

Determine what to track for each service: time, expenses, or bookings. This ensures that your budgets and deals remain organized and focused.

Set up recurring budgets to automate retainer management.

Create draft invoices on retainer budgets automatically.

Automatically notify clients about upcoming or overdue payments.

Accurately track capacity and costs for employees with alternating work schedules.

Keep a close eye on your company's external expenses.

Forecast future profit by combining scheduled and actual data.

Create POs tied to budgets, send them to vendors, and track related expenses and payments.

Remove branding from the email used to send an invoice to a client

Personalize the email content sent with your invoices.

Lock past financial periods to keep revenue data accurate.

Monitor the additional cost added on top of your employees' cost rates (salaries) whenever they track time on budgets.

Quickly prototype different budget and deal scenarios and evaluate their costs, profitability, and resource needs.

Enhance financial tracking by defining custom cost rates specific to individual budgets or deals

Define how many working hours make up one person-day in your budgets and deals.

Control when revenue is recognized on fixed-price services. Distribute evenly across time or define custom periods.

Define who approves time and expenses with multi-approver policies. Set organization defaults or create custom policies per budget.

Create, track, and progress client deals—from initial pitch to won or lost status. Include probabilities, assign deal owners, define stages, log notes & follow-ups.

Keep all client companies organized in one place with their key details, ready to use across deals, budgets, and invoices.

Manage individual client contacts—store roles, emails, and phone numbers— and link them to their companies.

Download your deal proposal as a branded PDF—using your selected template.

Use deal-specific BCC functionality to link emails to deals.

Turn a won deal into a project or budget to begin delivery without starting from scratch.

View detailed analytics on deal stages, conversion rates, and pipeline movement over time.

Customize your sales workflows by defining pipelines and stages that align with your specific process.

Set the likelihood (percentage) of closing each deal manually to improve forecasting accuracy.

Distribute projected deal revenue evenly across a selected time period for straightforward forecasting.

Define default close probabilities for each pipeline stage, which are applied automatically as deals progress through the pipeline.

Distribute projected deal revenue across multiple date ranges with different amounts, for more precise forecasting and reporting.

Create tentative bookings (soft allocations) in Resource Planning

Create recurring bookings in Resource Planning — ideal for regular weekly allocations or ongoing commitments.

Get a complete view of your team’s workload and optimize how people are allocated across all active projects.

Resolve booking conflicts by choosing to override overlapping bookings or automatically skip time off when creating new ones.

Break down one booking into smaller segments for more accurate resource planning.

Plan resources from both angles — get a people-first view with Resource Planner by Person, or manage allocations per project with Resource Planner by Project.

Track and manage all types of absences — including time off and remote work — with clear visibility, annual allocations and approval workflows.

Set up holiday calendars for international team to ensure all time off is accounted for.

Add and manage structured data on people (e.g. role, location, skills) to power filters, reports, and planning decisions.

Reflect a person’s daily work status — like In office, Working remotely, or On vacation — based on absences or manual input.

Set up approval workflows for absences — define who needs to approve time off and remote work requests, ensuring accountability and preventing unapproved absences.

Create centralized rules that define who approves different types of absences — then assign them in bulk to streamline and standardize approval processes across the organization.

Use open API to connect Productive to your other applications.

Connect one or more calendars to see your events in Productive and convert them into time entries, including Google Calendar and Office 365.

Connect your Slack account to receive Productive notifications and create tasks from Slack.

Send e-invoice to Peppol, FACe, SDI or Moj e-Račun

Send invoices to your accounting tools and sync payments back to Productive, including Xero, QuickBooks Online, Exact, e-conomic, Fortnox, and Twinfield.

Create new users from your HRIS system and sync time off for more accurate planning, including Rippling, BambooHR, Personio, and more.

Sync user's time off to calendar and Slack.

Set up Productive time tracking integration with Jira. If updated in Jira, the time entry will also be updated in Productive.

Connect your Productive account to other applications you use via Zapier.

Connect your Productive account to HubSpot and have your deals created in Productive automatically.

Use webhooks to create tailored integrations with a variety of other applications.

Build flexible, data-rich reports to track performance, analyze trends, and make informed decisions.

Visualize key metrics in customizable dashboards.

Use over 50 agency report templates.

Share dashboards with your team or stakeholders - control access and keep everyone aligned.

Track revenue, costs, and profitability with financial reports tailored to your organization.

Monitor project progress, budgets, and timelines to keep everything on track.

Understand how your team’s time is used and optimize for better resource planning.

Use the option to pivot the reports by certain columns.

Add custom calculations to reports using formula fields tailored to your needs.

Group your report data by multiple dimensions for deeper and more structured insights.

Send reports automatically to your Email inbox or a Slack channel on a daily, weekly, and/or monthly basis

Basic custom field types include Text, Number, Date, single-select and multi-select custom fields.

Create custom fields on Bookings, Deals, Budgets, Projects, Tasks, People, Invoices, Companies or Expenses.

Customize the look of your exported PDFs (fonts, colors, margins, formatting).

Sandbox provides an isolated environment where users can freely experiment with various features, ensuring that their trials do not impact or alter the production data of the organization.

Create and manage reusable templates to speed up and standardize workflows.

Use the app in multiple languages, including German, French, Spanish, and Italian.

Build and save views on Tasks, Budgets, Resourcing, Projects, Invoices, etc.

The Files custom field lets you easily attach and manage important documents, such as contracts, directly within Contacts, Employees, and Companies.

Manage data across multiple legal entities or business units in a single workspace.

Define custom numbering formats for projects, tasks, budgets and purchase orders to match internal workflows.

Add custom fields that reference people inside your organization.

Enable users to log into Productive with a single username and password from your SSO provider.

Access a cronological list of all changes made in your organization.

Create your own permission sets for teammates.

Enable SCIM to automatically create, edit, and deactivate users in Productive via your identity provider.