Custally for agencies & professional services firms
Agencies, consultancies and service firms sell time and outcomes. Custally ties each client’s retainer or project to the effort being spent, the requests coming in and the health of the relationship.
Who it’s for
Marketing and digital agencies, consultancies, implementation partners, accounting and legal firms serving businesses.
Start with
The problems agencies & professional services teams tell us about.
Scope creep
Small requests add up to unpaid work nobody recorded.
Effort overruns
Projects consume more hours than sold, and it shows up after the fact.
Requests scattered
Client asks arrive on email, WhatsApp and calls.
Retainers lapse
Retainer renewals aren’t tied to how the client feels.
Every module, applied to your business.
Scope creep, caught and billed
A fictional company, a real workflow — step by step.
Week 1
The client asks for “one more landing page” on WhatsApp — it becomes a ticket on their account.
Week 1
The project lead records it as scope creep on the project; effort is logged against the milestone.
Week 2
Effort exceeds plan — an effort approval goes to the delivery head.
Week 3
A change-request deal is created and approved; the client sees the updated plan in the portal.
What to switch on in week one.
Everything here is configured by your admin — no code, no developer.
Modules
- Accounts & Contacts
- Projects
- Tickets
- Deals & Approvals
- Customer Portal
- Microsoft 365
Custom fields to add
- Retainer value
- Hours sold
- Engagement type
- Renewal date
Automations to start with
- Effort approval approved → notify finance
- Ticket from client → assign to account lead
- Retainer renewal in 30 days → task
Click through it yourself.
Custally’s real look and feel on sample data. Replies are scripted — nothing here calls an AI or saves anything.
Accounts
6 of 6 accounts
| Account | ARR | Health | Renewal | Open tickets | CSM |
|---|---|---|---|---|---|
| Logistics | ₹1.24 Cr | Red · 44 | 23 days | 6 | PMPriya M. |
| Retail | ₹81 L | Amber · 61 | 47 days | 3 | RSRahul S. |
| Healthcare | ₹98 L | Green · 86 | 180 days | — | AKAnita K. |
| Fintech | ₹52 L | Amber · 58 | 90 days | 2 | PMPriya M. |
| FMCG | ₹33 L | Green · 79 | 200 days | 1 | RSRahul S. |
| Automotive | ₹1.46 Cr | Green · 82 | 132 days | 1 | AKAnita K. |
Tip: open Acme Logistics to see why it’s Red.
Accounts: Filter by health, open Acme Logistics, read why it’s Red and turn a next best action into a task. This is a scripted mock-up on sample data — no AI runs and nothing is saved.
Custally for Agencies & professional services: questions.
Can we track hours?
Yes. Effort activities log time against project milestones, extra effort can go through approvals, and ticket timers track time spent on client requests.
Stop managing activities.
Start saving customers.
See Custally with your own process: in a 30-minute session we’ll map your customer success, sales, delivery and support flow onto it — and show you which of your accounts it would flag first.