AGENCY PROJECT MANAGEMENT SOFTWARE

Project management connected directly to the client.

Generic project tools only track internal to-do lists. Stackon connects your tasks, deliverables, visual client reviews, retainer hours, and milestone billing in one continuous loop.

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Vanguard Agency›Project Workspace
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Acme Health Website Redesign

Alex Morgan·Started 15 Aug 2026·Team:
A
S
M
D
(4)
25% Complete

Project Timeline

Milestone roadmap and executive delivery checkpoints.

3 of 5 complete
✓

Discovery & Strategy

COMPLETE28 Aug

Stakeholder interviews, brand alignment, and technical architecture review.

✓

Sitemap & Information Architecture

COMPLETE8 Sept

Full page hierarchy, user flows, and wireframe blueprint.

✓

UI Design & Prototyping

COMPLETE28 Sept

High-fidelity desktop and mobile viewports, interactive design system.

Full-Stack Development

UPCOMING20 Oct

Frontend implementation, CMS integration, and responsive testing.

QA & Production Launch

UPCOMING30 Oct

Cross-browser testing, SEO checklist, analytics, and client handover.

TIME LEFT TO DELIVER
On Schedule
16
DAYS
06
HOURS
36
MINS
49
SECS
Active Target: Full-Stack Development20 Oct 2026
ASSIGNED TEAM
A
Alex Morgan
Agency Admin
S
Sarah Lin
Project Manager
M
Marcus Vance
Team Member
D
David Kim
Contractor
The Fundamental Difference

Why ClickUp, Asana, and Monday
create more work for agencies.

Traditional project management tools are isolated task trackers. They don't know what a client is, what a deliverable review looks like, or how retainer hours burn.

The Disconnected Old Way (ClickUp / Asana)
  • ✕Tasks end in text comments. You have to export files, attach them to emails, and wait days for replies.
  • ✕Clients get confused if invited into your internal boards with 400 micro-subtasks.
  • ✕No visual proofing. You must buy and manage separate tools like InVision or Frame.io.
  • ✕Retainers and invoices live in separate tools. You manually calculate hours in spreadsheets.
The Connected Stackon Way
  • ✓Tasks attach reviewable files directly to the client's branded portal with 1 click.
  • ✓Dual visibility keeps internal subtasks private while publishing clean milestones.
  • ✓Native point-and-click pin comments on images and multi-page PDFs inside the task.
  • ✓Tasks automatically deduct from monthly retainer budgets and trigger Stripe milestone payments.
Complete Agency Feature Set

Built for how client work actually gets done.

Everything your team needs to manage client delivery smoothly from intake to final sign-off.

Connected Deliverables

Tasks produce reviewable deliverables, not just text

In generic task managers, tasks end with a comment like 'done, check your email'. In Stackon, completing a task attaches the image or PDF deliverable directly to the client's portal for visual review.

No lost files, no email attachments, and no confusion about which version is latest.
Dual Visibility

Keep internal work private while sharing clean milestones

Your team can brainstorm, leave rough notes, track subcontractor costs, and manage messy subtasks behind the scenes. Clients only see clean project milestones and deliverables ready for their review.

Full privacy for your team without keeping clients in the dark.
Intake Automation

Turn client intake briefs straight into project plans

When a client submits a new project request or intake form, Stackon turns the scope into a structured project with assigned team members, milestones, and deliverable dates.

Cut project kickoff time from days to minutes.
Retainer Integration

Tasks automatically track against monthly retainer hours

Every hour logged or deliverable completed automatically updates the client's monthly retainer balance. Visual burn meters show both you and your client exactly where the budget stands.

Eliminate end-of-month billing arguments and scope creep.
Approval Gates

Sign-offs that protect your scope before the next phase

Set up required client sign-offs between milestones. The next project phase won't begin until the client officially reviews and approves the current deliverables.

Stops clients from requesting redesigns after work is already built.
Team Bandwidth

See who is busy and what is blocked by client feedback

Get a clear cockpit view of all your team members, active client deadlines, and items waiting on client approvals. Rebalance tasks with a single click.

Prevent team burnout and spot project bottlenecks early.
The Connected Pipeline

From client brief to paid milestone in 5 steps.

How Stackon guides every project smoothly without manual status chasing.

Step 01Intake & Triage

Client Submits Brief

Client fills out your branded intake form with project requirements, assets, and target deadlines.

Step 02Internal Ops

Team Executes Tasks

Your designers and developers work through internal subtasks, notes, and asset revisions privately.

Step 03Client Visibility

Deliverable Published to Portal

Completed work is posted to the client portal. Clients receive a 1-click magic link to review.

Step 04Visual Proofing

Pinpoint Visual Feedback

Clients click directly on images and PDFs to drop numbered pins and leave exact comments.

Step 05Payment & Sign-off

Approval & Stripe Payment

Client officially signs off. The milestone completes and the next phase or retainer invoice is triggered.

Clear Answers

Frequently Asked Questions

Everything you need to know about agency project management with Stackon.

ClickUp, Asana, and Monday are built for general internal task management. They track what your team is doing, but they are completely disconnected from your clients. To run an agency on those tools, you still need separate apps for client portals, visual proofing, retainer tracking, intake forms, and invoicing. Stackon connects internal project tasks directly to the client portal, visual reviews, retainers, and billing in one seamless system.
CONNECTED AGENCY OPERATIONS

Stop managing tasks in isolation. Connect your projects to your clients.

Try Stackon free for 14 days. Unlimited free clients, visual proofing, retainers, and billing included with flat per-seat pricing.

✓ Unlimited Clients Included Free✓ Flat Per-Seat Pricing✓ Cancel Anytime