Agency management software to delight clients and streamline workflows

Why teams use Backlog for agency management
Tailored workflows for diverse client needs
Create custom workflows that match each client’s process—keeping projects organized and efficient without extra overhead.
- Customize issue templates and statuses for each client
- Standardize task tracking to boost productivity
- Keep projects neatly organized in dedicated spaces

Transparent project visibility for clients and teams
Give clients and internal teams a shared, real-time view of project status with Kanban boards, Gantt charts, and shared task lists.
- Visualize timelines, priorities, and progress instantly
- Share updates and deadlines without extra meetings
- Track responsibilities to avoid confusion or delays

Centralized communication and file management
Consolidate all client feedback, files, and documentation within Backlog to eliminate lost emails and improve collaboration.
- Use threaded comments to organize conversations
- Attach files and maintain project wikis for easy knowledge management
- Control client access with customizable permissions

Clear task ownership and accountability
Assign tasks to team members with deadlines and priorities, ensuring everyone knows their responsibilities and no task falls through the cracks.
- Set assignees and due dates to maintain accountability
- Use status updates for clear progress tracking
- Follow key tasks with the “Watch” feature for quick updates

Fast onboarding for clients and new hires
Backlog’s clean, intuitive interface reduces training time, helping agencies onboard clients and team members quickly and efficiently.
- Minimal setup needed to start working
- Easy for both technical and non-technical users
- Invite clients with secure, role-based access

Manage multiple client projects effortlessly
Organize all your agency’s work in one place, with separate spaces and workflows for each client.
- Keep client workstreams clearly separated
- Customize fields, statuses, and workflows per project
- Switch between projects instantly without losing context

Automated notifications to keep everyone aligned
Stay in sync without micromanaging thanks to real-time alerts and task watches.
- Automatic updates reduce manual check-ins
- Keep clients and teams informed of key changes
- Support faster decision-making with instant alerts

Try Backlog for agency management today

Organize client work and scale your agency faster

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