Project management software for agencies, job by job
Quick answer
Project management software for agencies means monday.com or Teamwork at $9 to $25 per seat a month, plus client reporting, proposals, and payments. Omni Studio's agency workspace is available by request and does not replace those tools in this comparison. It connects to Gmail, Google Calendar, Stripe and QuickBooks today, with every send waiting for your approval.
We set up the workflows described here during Custom Build or Enterprise setup, using your records, tools, and approval rules. We agree on the scope with you first. Custom workflows are not included in the Pilot. Examples illustrate a possible setup, not a promise that every step is ready in a free workspace.
Project management software for agencies tracks tasks, time, and client reports. monday.com Basic is $9 per seat a month billed annually and Teamwork Basics is $9.99 per user, both read October 13, 2026. Omni Studio does not replace the project tool or client reporting. It sets up AI employees that draft proposals and invoices, and those wait for your approval.
Project management software for agencies and the rest of the stack
A six-person agency usually runs a project tool, a CRM, a client reporting tool, proposals with e-signature, a booking link and a card processor. The table lists the tools this comparison covers with the list price from each vendor's own page, read October 13, 2026, and where Omni stands on each.
| Tool | Job in the stack | Published list price, read October 13, 2026 | Omni Studio, status |
|---|---|---|---|
| monday.com | Work management, boards, client tasks | Basic $9 and Standard $12 per seat a month, billed annually. The page's own example: 10 seats on Basic is $90 a month. Pro not checked. | Not replaced. Scoped during setup. |
| Teamwork.com | Projects, time tracking, billing | Basics $9.99 and Accelerate $24.99 per user a month, billed yearly. 14-day free trial. | Not replaced. Scoped during setup. |
| AgencyAnalytics | Client reporting and a white-labeled client portal | Core $20 per client a month billed annually. AI Tracker add-on $20.83 a month. Rank Tracker add-on $41.67 a month. | Not replaced. Scoped during setup. |
| HubSpot | CRM | No price shown in the page read on October 13, 2026. | Not replaced. Scoped during setup. |
| DocuSign | Proposals and contracts | Personal $11 a month ($132 annual commitment). Standard $30 per user a month ($360). | We connect your DocuSign account during setup. |
| Calendly | Booking links | Standard $10 and Teams $16 per seat a month on the page's yearly billing view; monthly billing is also offered. | Not replaced. Omni connects to Google Calendar today. |
| Stripe | Card payments on invoices | 2.9% plus 30 cents per domestic card payment. | Connects to. Available. |
Check current vendor terms before choosing a proposal tool.
What does the stack cost a six-person agency with 12 clients?
The per-seat and per-client prices add up by headcount and client count. The figures below are sample data at the annual-billing list price, and your quote can differ.
- monday.com Basic, six seats
- $54
- $9 times six, a month
- Teamwork Accelerate, six users
- $149.94
- $24.99 times six, a month
- AgencyAnalytics Core, 12 clients
- $240
- $20 times 12, a month
- AgencyAnalytics add-ons
- $62.50
- AI Tracker $20.83 plus Rank Tracker $41.67, a month
The Pilot line is for scale only. The agency workspace does not replace the tools in this stack today, so the two columns are not one for one. The business AI cost article explains when a managed workspace beats a stack and when it does not.
What does Omni do for an agency today?
We scope the agency workspace around the services you sell, the records you use, and the reports your clients need. Confirm each workflow and connection during setup.
Four connections are labeled Available on the pricing page: Gmail, Google Calendar, Stripe, and QuickBooks. We connect your DocuSign account during setup. Signing needs your own account. Omni connects to the apps Composio supports, which is 1,500+ apps, so ask us whether monday.com, Teamwork, or AgencyAnalytics can connect for your account.
Where an AI employee drafts a proposal, a client report summary, an invoice or a reply, the draft waits for your approval, and every decision is logged. AI employee Reggie handles marketing and growth, AI employee Nora handles billing and reports, and AI employee Mia runs the front desk and calendar. The AI tools for business operations article explains what each of the seven AI employees does in general.
This article makes no replacement or migration claim for the agency workspace. We agree on scope and connections before implementation.
Which tool should hold client reporting?
Keep it in the reporting tool you pay for. AgencyAnalytics sells client reporting with a white-labeled portal at $20 per client a month billed annually, per its pricing page on October 13, 2026. Omni does not replace it in this comparison.
Teamwork lists projects, time tracking and billing on one plan, and monday.com lists boards and client tasks by seat. Both are project tools first. Pick the one your account managers open every morning, and keep the client count and seat count in your budget sheet.
- List the stack by jobProject tool, CRM, reporting, proposals, booking, payments. Write the monthly price next to each.
- Ask what the workspace coversName the services you sell. We say what the agency workspace covers today, in writing.
- Connect the four accountsGmail, Google Calendar, Stripe, and QuickBooks connect today. We connect your DocuSign account during setup.
- Ask about each other toolOmni connects to the apps Composio supports. We check monday.com, Teamwork, and AgencyAnalytics for your account.
- Keep every tool for nowNothing in this stack is replaced in this comparison. Cancel nothing until the workspace is set up for you.
The full stack with every vendor price and read date is on the agency compare page. The agency workspace page describes the setup scope, the compare hub links every workspace, and the software stack guide explains the replace and connect rule.
Frequently asked questions
Does Omni replace monday.com or Teamwork?
Not in this comparison. The agency workspace is scoped with you during setup, and the project tool stays where it is. monday.com lists Basic at $9 and Standard at $12 per seat a month billed annually, and Teamwork lists Basics at $9.99 and Accelerate at $24.99 per user a month billed yearly, both read October 13, 2026.
What do we confirm during setup?
We agree on the workflow, tools, data import, and approval rules during setup. Confirm the exact scope with our team before moving live records.
What would I pay for AgencyAnalytics?
Core is $20 per client a month billed annually, per agencyanalytics.com/pricing on October 13, 2026. The AI Tracker add-on is $20.83 a month and the Rank Tracker add-on is $41.67 a month. For 12 clients that is $240 a month before add-ons, as sample data. Omni does not replace it in this comparison.
Which tool should hold client reporting?
The reporting tool you already pay for. AgencyAnalytics sells client reporting with a white-labeled portal. Omni connects to Gmail, Google Calendar, Stripe and QuickBooks today and to the apps Composio supports, so ask us whether your reporting tool can connect for your account before you change anything.
Compare the full agency stack, tool by tool
Sources
Checked October 20, 2026. Vendor prices retained here are the dated figures reported by the linked Omni comparison pages; confirm current vendor terms before buying. Fictional names, scenarios, and arithmetic are examples, not customer results.
