Smart Quotes
Retainer and campaign quotes with the margin shown upfront.
MARKETING AND ADVERTISING SERVICES
PSA software that shows which clients are profitable
Your team logs every hour, invoices go out on time, and Agentic AI tells you which clients are going over budget before the month ends. All in one PSA, connected to your CRM.
Rated by services teams on G2
Trusted by Marketing & Advertising teams
PSOhub solutions include
What an agency needs to pitch, plan, deliver and bill client work, connected to the CRM you already use.
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Project Tracking
Budget used vs. agreed per project, in real time.
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Task Management
Deliverables per project in List, Kanban or Gantt view.
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Resource & Capacity
Spread marketing projects across the team without overbooking anyone.
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Time & Expense
Meetings become time entries. Missing hours get a reminder
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Smart Invoicing
Retainers billed on schedule, T&M billed monthly.
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Contract Management
Retainer, fixed fee and T&M lines in one contract per client.
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Guest Portal
Clients see only what you share, from tasks to budgets.
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Agentic AI
Agentic AI alerts you when a retainer runs low and gives insights on what to do next.
One source of truth,
Agentic AI that runs on it
Planning, hours, budgets and invoicing share one database. That gives Agentic AI complete, up-to-date project data to work with.
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Agentic AI Insights: Every client at a glance.
Ask questions in your own language with Claude or ChatGPT. Which retainers are almost used up? Which clients went over budget last month? Who on the team has room for the new brief? You get the answer as a chart or as text, plus alerts the moment a retainer runs low, an invoice is overdue or a deadline slips.
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Agentic AI Actions: Hand off the busywork.
Turn an answer into action with one prompt. Log yesterday’s client call, move a campaign deadline, replan work when someone is out, or prepare this month’s retainer invoices without clicking through screens. Nothing runs until you approve it, so Agentic AI does the admin and your team stays on client work.
Your sales run in your CRM. Now your delivery is connected to it.
Won deals become projects with the client, contacts and deal value already filled in. Account managers sell it, delivery runs it, finance bills it, all from the same record.
CRM
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System of Record
- Time
- Billing
- People
- Projects
Agentic AI
Finance & ERP
more
What teams say after the switch
Marketing teams running their quotes, delivery and billing on one platform.
“The fact that quoting, project management, and billing are all handled within the same application is a great way to streamline the process. It’s also much more cost-effective to have everything under the same roof, rather than paying for different apps to cover all of these things.”
“PSOhub combines all the different software we were using in one place. PSOhub helps us create more structure in how we work. With clear and consistent tasks it is easier to hold each other accountable.”
“I really like that PSOhub has a very intuitive and easy-to-understand interface. PSOhub helps me have all the information about my projects on one platform, understand time usage and client attention, and with fast and reliable dashboards, it improves my management as a Project Manager.”
“One of the fantastic Tools that can help the organization to achieve and measure success without a data silo. Individuals can coordinate with the team to stay connected with the current projects.”
Kick off new clients without the setup scramble
Your agency sells the same packages again and again. Save each one as a template once. When the client signs, the project, team and retainer hours are ready for the kickoff call.
- A template for every package you sell
- Retainer hours and campaign fees in one client contract
- Team and budget in place before the kickoff call
Bill the edits, track time on calls and quick fixes too
Agency work happens in between: a client call, a Slack request, one more round of revisions. Calendar meetings land in the timesheet on their own, and the rest is quick to add.
- Client meetings turned into time entries automatically
- Mobile app and browser extension for the quick stuff
- Missing timesheets spotted before month-end
Catch scope creep while the retainer still has hours
Clients rarely ask for much at once: one extra banner, one more round. PSOhub alerts the account lead when a retainer gets close, so the scope talk happens before the hours are gone.
- Hours sold vs. hours used, per client
- Alerts per retainer or per campaign
- Leftover hours invoiced or credited at the end of the period
Staff the next campaign without burning out your team
When three launches land in the same week, the same designers get every job. PSOhub shows everyone’s workload across clients and marks who is overbooked.
- Workload per person across all clients
- Holidays and absences built into planning
- Utilization against target for every team
Month-end invoicing without the spreadsheet
Retainer invoices go out on the same date every month, hourly work is billed from approved time, and every invoice lands in your accounting system.
- Recurring retainer invoices on a fixed date
- Unbilled work per client, always visible
- Synced with your preferred accounting system
Works with the tools you already use.
PSOhub integrates with the CRMs, AI, accounting, and collaboration tools you’re already using.
See all integrations
Frequently asked questions from Marketing and Advertising teams
Can we run a retainer, a fixed-fee campaign and hourly work for the same client?
Yes. One client contract can hold several lines, each with its own billing type: retainer, fixed fee, hourly, expenses or products. Every line has its own budget and invoice schedule, and you still see what the client earns you overall.
What happens if a client uses more or fewer retainer hours than they paid for?
You get an alert when a retainer reaches the percentage you set, so you can talk to the client in time. At the end of the period, PSOhub bills the extra hours or credits the unused ones.
Can we charge different rates for strategists, designers and developers?
Yes. You set a billing rate per role, and you can build each project budget by role and by person, so you know what a campaign really costs before it starts.
Can we bill costs like stock photos, printing or freelancers to the client?
Yes. Your team logs expenses on the project, from the web or their phone. Each expense line can be billable or non-billable, so pass-through costs end up on the right invoice.
What can our clients see if we give them access?
Only what you choose. Clients log in to a guest portal with your branding. Per client, you decide whether they see only their tasks, or also hours, expenses and invoices, and they can approve draft invoices. Your team, rates, internal conversations and files can stay hidden.
We have international clients. Can we bill in other currencies?
Yes. You can set a project and its contract in a different currency from your own, so each client is billed in theirs.
Project management for marketing and advertising services.
See how PSOhub can automate your delivery, contracts and invoicing in a 20-minute call.
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