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JobCue for creative agencies

Keep creative work moving without managing the agency from five different systems.

JobCue gives creative agencies one connected place for the commercial, operational and delivery work behind every client brief. From the first enquiry to project delivery, time, approvals and invoicing, your team can work from the same job record instead of stitching together spreadsheets, inboxes and unrelated apps.

JobCue
Agency pipeline
Campaign rolloutOn track
Brief
Creative
Client review
Delivery
18Live jobs
7Awaiting review
92%On time
What buyers are looking for

Looking for creative agency management software?

Owners and operations leads are usually looking for one system that connects new business, delivery, time, approvals and profitability without making creatives live inside a finance tool.

01

Briefs get separated from delivery

Client conversations, estimates, tasks, artwork and approvals often end up spread between inboxes, project tools and shared drives. JobCue keeps the operational trail connected to the client and job.

02

Nobody trusts the latest status

Give account, creative and production teams the same live view of what is quoted, in progress, awaiting approval and ready to deliver.

03

Time disappears into the work

Keep timesheets connected to jobs and projects so delivery effort can be understood without reconstructing it at the end of the month.

Modules selected for this operation

Build a workspace for creative agency workflow software for briefs, resourcing and approvals

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 accounts, opportunities and creative relationships 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 creative campaigns, studio projects and client retainers in one operational record, from the first requirement through completion and history.

Explore Job Management
Part of every subscription

Project Management

Turn concept, production, review and delivery stages into visible phases, dependencies, deadlines and progress that the delivery team can act on.

Explore Project Management
Part of every subscription

Timesheets

Record the effort of designers, account teams and producers against the exact Job and phase that consumed it, preserving useful commercial context.

Explore Timesheets
Recommended for this workflow

Content Map & Approvals

Control concepts, artwork and campaign assets 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, concepts, artwork and campaign assets, documents and conversations.

Explore Client Portal
Recommended for this workflow

To Do

Link plain-English actions to concept, production, review and delivery stages, while retaining manual completion and removal for real-world exceptions.

Explore To Do
Recommended for this workflow

Resource Planning

See when designers, account teams and producers are required and spot competing commitments before they disrupt the delivery plan.

Explore Resource Planning
Recommended for this workflow

Accounts & Bookkeeping

Build quotes, costs, billing milestones and invoices around estimates, studio time and project margin rather than reconstructing the numbers after delivery.

Explore Accounts & Bookkeeping
Part of every subscription

User Management

Give designers, account teams and producers individual access and ownership, with permissions that reflect their real responsibilities.

Explore User Management
Part of every subscription

Settings

Configure reusable defaults for creative campaigns, studio projects and client retainers, 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 creative campaigns, studio projects and client retainers 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 creative campaigns, studio projects and client retainers, then test likely demand for designers, account teams and producers against safe capacity before the pipeline becomes a delivery commitment.

Explore Planning Intelligence
Part of every subscription

Reporting & Business Intelligence

Analyse estimates, studio time and project margin alongside workload and delivery status, using the same live records the team works from.

Explore Reporting & Business Intelligence
Creative 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.

01

Win the work

Use CRM & Sales to keep prospects, clients and opportunities connected before the job starts.

02

Plan the delivery

Turn work into structured Jobs and Projects with ownership, actions, deadlines and resource visibility.

03

Review creative output

Use Content Map & Approvals internally, and extend review to clients through Client Portal when you choose.

04

Understand the commercial picture

Bring time and Accounts & Bookkeeping into the same operational context rather than reconciling separate systems later.

Workflow automation included

Move an accepted creative brief into production without an account-manager status chase.

When a client submits discovery answers or a reviewer approves the selected concept, JobCue can complete the matching kickoff or approval action. Creative leads still retain the ability to close a task manually when direction was agreed in a workshop or another channel.

Explore connected tasks and automation
Automation 1Complete “Brief received” after the portal questionnaire is submitted.
Automation 2Advance “Client concept approval” when the selected revision is signed off.
Automation 3Close the handover action once final artwork is issued.
Optional Briefing module

Collect a creative brief that gives strategists, designers and producers usable direction.

Build separate discovery forms for campaigns, identity, digital and production work. Ask about audiences, objectives, mandatory messages, deliverables, brand constraints, channels, budget and decision-makers; conditional questions can reveal format or technical detail only when the chosen deliverable needs it.

Ask aboutCampaign objective and measurable outcome
ClarifyAudience, proposition and required response
ConfirmDeliverables, formats, references and approval group
Optional Planning Intelligence module

Know whether creative agencies workload is healthy—and what the next wins would demand.

Monitor the health of live creative campaigns, studio projects and client retainers, then test likely demand for designers, account teams and producers 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 creative 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 Creative Agencies

Agency software should understand both the client relationship and the work you deliver.

JobCue is designed around connected jobs and projects rather than isolated task lists. Your client team can see the commercial context, your delivery team can see what needs doing, and specialist modules can be added only where they genuinely improve the workflow.

One client-to-delivery record
Approvals stay attached to the work
Core Jobs, Projects, Users, Timesheets and Reporting & BI included
Add specialist modules without rebuilding your workflow
Microsoft 365 integration

Put agency schedules into Outlook without rebuilding the creative plan.

Creative teams can selectively publish the Job dates that matter to their own Microsoft 365 calendar, keep project files in configured OneDrive or SharePoint storage and send uncertain changes to JobCue for review.

Questions

JobCue for Creative Agencies

Can JobCue replace separate agency project-management spreadsheets?

JobCue is built to centralise Jobs, Projects, Users and Timesheets, then extend that core with CRM, approvals, resource planning, client access and commercial tools where your agency needs them.

Can clients review work in JobCue?

Yes. Content Map & Approvals can manage internal review on its own, while Client Portal can provide controlled external access when both modules are enabled and the content is deliberately published.

Do creative agencies have to buy every JobCue module?

No. JobCue includes its permanent core and lets you choose optional modules independently, so your subscription can reflect the way your agency actually works.

See a creative-agency setup built around fewer hand-offs and clearer client decisions.

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.