Client, Project, and Billing Software for Boutique Agencies
fylt gives boutique marketing, PR, and creative agencies one connected workspace to manage client campaigns, retainers, contracts, and reporting — all working together in harmony.
100% free access to all premium modules for 90 days. Additional global payment options coming soon. No credit card required today.
fylt is client, project, and billing software for boutique marketing, PR, and creative agencies — it tracks client and campaign intake, moves deliverables through task boards, invoices retainers and projects from the same workspace, and sends contracts for electronic signature before work begins.
Every client campaign, working in harmony from brief to invoice
fylt keeps your client intake, campaign boards, contracts, and billing continuously in sync, so your agency's margin stays protected as you grow.
Everything a boutique agency needs to run client work
fylt brings the exact workflow a boutique agency relies on together for every client:
Client & Campaign Intake Tracking
Every new client brief, contact, and campaign detail is captured in one organized record from the very first call.
CRMCampaign & Deliverable Task Boards
Every campaign and creative deliverable moves through clear stages your whole team can see at a glance.
ProjectsRetainer & Project-Based Invoicing
Invoice retainers and one-off projects from the same ledger as the campaign work, with payment instructions and recorded payments on every invoice.
BillingContracts & Statements of Work with E-Signatures
Scopes of work are sent for electronic signature before a single hour of work begins, with a signing audit trail on the client record.
DocumentsA Branded Client Reporting Portal
Every client gets a private, branded portal to review campaign progress, approve work, and see invoices in one place.
Client PortalDiscovery & Kick-off Meeting Scheduling
Prospects and new clients book discovery calls or kick-off meetings directly from your booking link — intake questions captured automatically before the call.
CalendarA Branded Public Agency Storefront
Showcase your agency's services, portfolio, and client testimonials published by the business on a search-optimized public page — with a built-in booking widget that feeds new leads directly into your CRM.
StorefrontTeam Collaboration with Role-Based Access
Add account managers and creatives with Owner, Admin, or Member roles. Every teammate sees exactly the clients, projects, and invoices relevant to their work.
TeamClient Support Desk
Client questions and revision requests land in a structured support queue — tracked, prioritized, and assigned so requests are not buried in a thread.
SupportMulti-Step Invoice & Contract Approvals
Set up approval chains so quotations, invoices, and contracts require the right person's sign-off before they go to the client — with a full audit trail of every decision.
ApprovalsCommon questions
Each client is one CRM profile with campaigns, projects, invoices, contracts, and tickets on a shared timeline so account managers see the full relationship.
fylt Projects gives the team a shared board per engagement, with roles and per-module permissions so contractors can be limited to the work they need.
An approved quote or signed document can be turned into a project and a draft invoice for the team to review and send, keeping sales, onboarding, and delivery on the same client record.
fylt Team uses Owner, Admin, and Member roles plus per-module permissions, a shared activity feed, and seat limits that match your plan.