Project and retainer work live separately
Keep fixed projects and recurring services within the same customer context rather than duplicating the client across tools.
JobCue for digital agencies
Run projects, retainers and ongoing digital work without splitting the client across different systems.
Digital agencies rarely deliver one type of work. Websites, campaigns, content, optimisation, maintenance and support can all exist for the same client. JobCue keeps those relationships connected, giving teams one operational platform for project delivery and recurring service work instead of a stack of unrelated apps.
JobCue
Client growth programmeAlways on
Opportunity
Project
Retainer
Support
9Projects
14Retainers
6Tickets
What buyers are looking for
Looking for digital agency management software?
Digital agency directors are often trying to replace a stack of CRM, project, support, retainer and reporting tools while keeping one view of the client across project and recurring work.
Support interrupts planned delivery
Support can operate as its own optional module while remaining connected to the same organisation and wider client relationship.
Digital teams use too many apps
CRM, projects, content review, time, renewals and commercial records can share one JobCue foundation.
Modules selected for this operation
Build a workspace for digital agency operations software for projects, retainers and support
Each recommendation below explains the part it plays in this industry's real workflow. Core capability remains included, while specialist modules can be selected only where they remove a genuine operational gap.
Recommended for this workflow
CRM & Sales
Connect digital accounts, stakeholders and pipeline opportunities to quotes, Jobs, conversations and delivery history without re-entering the relationship elsewhere.
Explore CRM & Sales →Part of every subscription
Job Management
Keep every item of digital campaigns, platform projects and retained services in one operational record, from the first requirement through completion and history.
Explore Job Management →Part of every subscription
Project Management
Turn discovery, build, content, test, launch and optimisation stages into visible phases, dependencies, deadlines and progress that the delivery team can act on.
Explore Project Management →Recommended for this workflow
To Do
Link plain-English actions to discovery, build, content, test, launch and optimisation stages, while retaining manual completion and removal for real-world exceptions.
Explore To Do →Recommended for this workflow
Content Map & Approvals
Control digital assets, releases and review versions with revision history, structured review and a clear record of what was approved.
Explore Content Map & Approvals →Recommended for this workflow
Client Portal
Give authorised client contacts a branded place to see selected progress, digital assets, releases and review versions, documents and conversations.
Explore Client Portal →Part of every subscription
Timesheets
Record the effort of account teams, designers, developers and channel specialists against the exact Job and phase that consumed it, preserving useful commercial context.
Explore Timesheets →Recommended for this workflow
Renewals & Recurring Services
Schedule recurring work and renewal decisions for digital accounts, stakeholders and pipeline opportunities, keeping the next commitment connected to the existing service history.
Explore Renewals & Recurring Services →Recommended for this workflow
Support
Turn incoming client issues into traceable conversations linked to digital accounts, stakeholders and pipeline opportunities and the Jobs or services they concern.
Explore Support →Recommended for this workflow
Accounts & Bookkeeping
Build quotes, costs, billing milestones and invoices around retainership, project effort and digital delivery margin rather than reconstructing the numbers after delivery.
Explore Accounts & Bookkeeping →Recommended for this workflow
Resource Planning
See when account teams, designers, developers and channel specialists are required and spot competing commitments before they disrupt the delivery plan.
Explore Resource Planning →Part of every subscription
User Management
Give account teams, designers, developers and channel specialists individual access and ownership, with permissions that reflect their real responsibilities.
Explore User Management →Part of every subscription
Settings
Configure reusable defaults for digital campaigns, platform projects and retained services, so each new Job starts with the right structure instead of another blank setup.
Explore Settings →Recommended for this workflow
Briefing
Build conditional questionnaires around digital campaigns, platform projects and retained services and convert submitted answers into a usable requirement for the delivery team.
Explore Briefing →Recommended for this workflow
Planning Intelligence
Monitor the health of live digital campaigns, platform projects and retained services, then test likely demand for account teams, designers, developers and channel specialists against safe capacity before the pipeline becomes a delivery commitment.
Explore Planning Intelligence →Part of every subscription
Reporting & Business Intelligence
Analyse retainership, project effort and digital delivery margin alongside workload and delivery status, using the same live records the team works from.
Explore Reporting & Business Intelligence →Digital Agencies workflow
Keep context intact as this work moves between people and stages.
Each step below remains part of the same client and Job history, giving teams a dependable operational trail rather than another handover spreadsheet.
Build the relationship
Track prospects, clients and opportunities in CRM & Sales.
Deliver the project
Use Jobs, Projects and To Do for websites, campaigns and implementation work.
Manage ongoing service
Add Renewals & Recurring Services and Support for maintenance, hosting and retained work.
Understand the account
Connect time and Accounts & Bookkeeping to the same customer relationship.
Workflow automation included
Keep project, retainer and support actions current from the records that already prove progress.
A completed discovery form, approved digital asset or resolved support requirement can update the associated delivery action. Teams can still make a manual decision when an account mixes planned retainers with urgent work handled outside the normal route.
Explore connected tasks and automation →Automation 1Close digital discovery when requirements are submitted.
Automation 2Complete client approval from the accepted content revision.
Automation 3Update maintenance handover when the recurring service is activated.
Optional Briefing module
Create different intake journeys for websites, campaigns, optimisation and retained digital work.
Use conditional sections so a client sees questions about analytics, content, platforms, integrations, paid media or ongoing support only when those services are in scope. The result stays attached to the client Job rather than becoming another detached form response.
Ask aboutCurrent platforms, access and performance baseline
ClarifyRequired digital services and measurable outcomes
ConfirmContent, integrations, tracking and ongoing ownership
Optional Planning Intelligence module
Know whether digital agencies workload is healthy—and what the next wins would demand.
Monitor the health of live digital campaigns, platform projects and retained services, then test likely demand for account teams, designers, developers and channel specialists against safe capacity before the pipeline becomes a delivery commitment. Build named scenarios around this industry’s real delivery rhythm, compare probability-weighted work with safe weekly or monthly capacity and expose the periods most likely to need freelancers, subcontractors or operational intervention.
HealthExplain schedule, programme and data-quality warning signals across live digital agencies Jobs.
ScenarioCombine confirmed commitments with the opportunities this team genuinely expects to win.
CapacityTest demand for the people and operational roles used in this industry before making a promise.
Why JobCue for Digital Agencies
Digital agency software should support the whole client lifecycle, not just the launch.
JobCue is designed for the messy overlap between new projects and ongoing service. A client can move from sales into delivery, then into recurring support and renewals without losing the relationship or forcing the team to start again in another platform.
✓Projects and retainers in one environment
✓Optional Support and Renewals modules
✓Content approval can stay version-aware
✓Commercial context remains connected
Microsoft 365 integration
Make Microsoft 365 part of the agency workflow, not another disconnected diary.
JobCue can publish chosen project, retainer and service dates to Outlook on a per-User basis, with permission-controlled setup and reviewable synchronisation conflicts.
Questions
JobCue for Digital Agencies
Can JobCue manage both one-off projects and monthly retainers?
Yes. Projects handle structured delivery, while Renewals & Recurring Services can support ongoing commercial relationships.
Can digital clients access JobCue?
Client Portal can provide controlled external access to published information where the relevant modules and permissions are enabled.
Can JobCue handle support after a project launches?
Yes. Support is an independent optional module and does not require Client Portal to function internally.
Build a digital-agency setup that joins project delivery to continuing client service.
Choose your Users and optional modules, see the current monthly price and create your JobCue organisation online. Your recommended modules are already selected for review, and you can change the combination before creating the organisation.