Team workload & capacity
See who is available at what utilization across active projects—allocated hours versus real availability, not board clutter.
For agencies of 10 to 50 people
The all-in-one agency tool built for small teams.
Clients, projects, team capacity, time off, and profitability — connected in one place. Built by an agency that couldn’t find a tool that worked for their size.
Discuss your workflow, evaluation options and setup
The real problem isn’t too many tools — it’s the wrong tools not talking to each other
When project, capacity, leave and financial records live in separate tools, agree how changes flow between them. A connected operating workflow makes those dependencies easier to review.
So you patch it together. You export to a spreadsheet. You send a Slack message to check capacity. You update three things every time one thing changes. And every week, a few hours disappear into the gap between tools that should have been connected.
“Looked at Float, Runn, ResourceGuru, Kantata. They have all the capabilities but seem too bloated/complex for a small agency.”
You find out someone’s overbooked after it’s too late
By the time you realize a team member is underwater, the project is already behind. Capacity should be visible before the commitment, not after the complaint.
Workload guide→You find out a project wasn’t profitable after it closes
Most agencies discover their margin problem at the end of the month, when nothing can be done about it. Project profitability should be visible while the project is happening.
Your time-off tracker has no idea who’s in the project plan
Someone goes on holiday. A deliverable slips. The capacity model was never updated. Time off and project staffing have to live in the same system to prevent this.
Vacation tracker→“Asana, Jira, ClickUp are affordable and easy to start, but too general for an agency juggling multiple clients, projects, staff and budgets. You have to spend a lot of time customising.”
The two options small agencies are stuck between — and why neither works
Agency teams can evaluate specialized operations platforms and configurable work management products:
Enterprise PSA platforms
Scoro, Productive, Workamajig and Function Point combine agency operations features. Compare the functionality, inputs, commercial terms and implementation required for your team.
Generic task managers
ClickUp, Asana and Monday offer configurable project, workload and reporting workflows. Evaluate the setup, product plans and maintenance your agency needs.
The gap: Supervisible connects agency clients, projects, staffing, approved leave and project financials. Evaluate this workflow against the tools and reporting your team uses.
What “all in one” should actually mean for a small agency
The term gets overloaded. For a 10 to 30 person agency, the things that need to be connected are more specific:
01
Clients — who you’re working for
A central client list with project history, AI-enriched profiles, and the company structure behind every engagement. Not a full CRM with a sales pipeline — a clean client management layer that connects to everything else.
02
Projects — what you’re doing for them
Active projects with timelines, staffing, actual hours tracked against plans, and a status feed that keeps the team and stakeholders aligned. Not a task manager with a hundred views — a project layer that knows your team’s capacity and your project’s financial health.
PM guide→03
People — who has capacity and when
A workload grid that shows every team member’s allocation across weeks, forward availability for resource planning, and the ability to check capacity before saying yes to a new project — not after. Skill and role matching so the right work goes to the right people.
Capacity guide→04
Time off — connected to the project plan
Approved leave reduces available hours in the staffing plan. Review and adjust assignments when availability changes.
05
Financials — margin, revenue, and invoices
Review projected project financials from configured revenue, hours and included costs. Compare recorded actuals, review monthly summaries and manage project invoices. Continue to use your accounting system for the wider books.
Clients, projects, staffing, leave and financials connected.
See how it works →Supervisible: agency operations in one place
Supervisible was built at Meaningful to connect agency staffing, available capacity and project financials in one operating workflow.
Client management
A clean client list with project history and AI-enriched profiles — logos, categories, and website metadata pulled automatically. Know every client relationship at a glance without maintaining it manually.
Project management
Active projects with timelines, staffing assignments, and actual hours tracked against plans. A status feed per project, threaded comments, document links, and an hours request workflow — so team members can flag when they need more time before it becomes a deadline problem.
Workload and capacity
A team workload grid showing every person’s allocation across weeks. Forward availability for resource planning. A capacity compass for org-wide health. Skill and capability tags so you staff the right person, not just any available one.
Resource planning guide→Time off — connected to capacity
Review personal requests, approvals, the team calendar and allowances. Configure leave policies and eligibility; approved leave updates available capacity.
Vacation tracker→Project financials and invoicing
Revenue, cost, and margin per project — calculated from hours, roles, and rates in real time. Monthly financial summaries across all clients. Invoice creation with sequences and payment tracking, tied directly to project work.
Plan from staffing and availability
Plan capacity from allocated hours and available time. Projected financials use configured revenue and costs; compare recorded actuals where available.
Integrations that connect Supervisible to the tools you’ll keep
Supervisible doesn’t try to replace everything. It slots into the tools your team already uses:
Slack— approvals, notifications, slash commandsGoogle Calendar— time-off and availability syncLinear— inbound project webhooksClickUp— inbound project webhooksREST API— connect anything else
What Supervisible covers — and what it works alongside
We believe the most useful thing we can tell you is exactly what Supervisible does and doesn’t do. The right buyer for this tool is someone who needs their agency operations connected. If you need something broader, we’d rather you know now.
What Supervisible covers
- Client management — list, history, AI-enriched profiles
- Project management — staffing, timelines, actual hours
- Team workload and capacity — grid, drill-down, compass
- Resource planning — forward availability, skill matching
- Time off — requests, approvals, connected to capacity
- Project financials — margin, revenue, cost per project
- Invoicing — creation, sequences, payment tracking
- Insights dashboard — org-wide profitability signals
- Integrations — Slack, Google Calendar, Linear, ClickUp, API
What Supervisible works alongside (not replaces)
- —Full CRM with sales pipeline and lead tracking
- —Accounting software — Xero, QuickBooks, Sage
- —Dedicated HR or payroll platform
- —Client portal for external project sharing
- —Creative proofing and approval tools
- —Social media scheduling or SEO tools
If you need a complete PSA with accounting and CRM, tools like Scoro or Productive serve that need. Supervisible is the ops layer — everything in that first column, without enterprise complexity.
Built by an agency. Running agencies.
Supervisible was built at Meaningful to connect agency staffing, available capacity and project financials in one operating workflow.
“We used to guess — now we know exactly which projects make money and which don’t.”
Orlando Osorio
CEO — Meaningful, growth marketing agency (the team that built Supervisible)
“Supervisible has become my go-to tool for assessing my team’s capacity to take on new projects. It provides valuable insights into our workload and helps me make informed decisions about project assignments.”
Francisco Hernandez
COO — Moonshot Partners, software development agency
“What I love about this is that it gives me an incredible overview in real time. I was already doing this manually — now I can see exactly where I need to go and what’s happening.”
Ron Custodio
Co-founder & COO — Base Agency, global creative agency
$129
monthly per organization
Plan
capacity and costs
Demo
discuss the initial setup
One operational layer. Every surface connected.
Staffing, time off, clients, margin, and billing share the same truth—so the plan you see is the plan the whole team is working from.
Capability cards scroll slowly in two rows. Motion can be reduced in your system settings.
Project staffing & timelines
Staff projects, move assignments, and watch capacity update everywhere the same data is used—without a second spreadsheet.
Time off & approvals
Request, approve, and account for leave in one flow. Approved time off reduces available hours in workload and planning automatically.
Project financials & margin
Revenue, labor cost, and margin per project—live from staffing decisions so you see trouble before the project closes.
Client management
Clients, history, and context in one place so sales and delivery share the same record—not a siloed contact list.
Invoicing & payments
Create invoices, run sequences, and track what is paid—tied to the same projects and hours your team already plans against.
Integrations
Slack notifications and supported approvals, Google Calendar for approved full-day leave, and MCP for compatible AI assistants.
Availability & cost periods
Model changing schedules and rates over time so utilization and margin reflect the week you are in—not a single static default.
Actual hours on projects
Capture what really happened on engagements so forecasts, margin, and retrospectives use the same numbers operations trusts.
In-app & email notifications
Time-off decisions, hours requests, comments, and assignments surface to the right people—without hunting through channels.
Cross-project visibility
One view of who is on what, which weeks are tight, and where work stacks up before you commit to another client or deadline.
Team & assignment context
Profiles, roles, and staffing history stay attached to people and projects so handoffs do not reset the story every time.
Keep the team informed.
Supervisible connects with Slack and Google Calendar for notifications, supported approvals and approved full-day leave sent to the connected calendar.
All-in-one agency tool FAQ
What is an all-in-one agency tool?
An agency operations tool connects clients, projects, staffing, approved leave and project financials. Evaluate which records need to stay aligned, and keep your existing tools for the responsibilities they handle well.
Does Supervisible replace all my agency tools?
No — and it’s worth being specific about this. Supervisible replaces the disconnected stack of project management, workload tracking, capacity planning, time-off management, and basic financial tools. It does not replace a full CRM with sales pipeline tracking, full accounting software like Xero or QuickBooks, dedicated HR or payroll platforms, or client-facing project portals. It integrates with accounting tools and works alongside your existing communication stack.
How is Supervisible different from tools like Productive or Scoro?
Productive and Scoro offer broad agency operations and financial workflows. Compare their product plans, required inputs and setup with the connected staffing and project-financial workflow in Supervisible.
Does Supervisible require timesheets or time tracking?
Plan capacity from allocated hours and available time. Projected financials use configured revenue and costs; compare recorded actuals where available.
What tools does Supervisible integrate with?
Slack (approvals, notifications, and slash commands), Google Calendar (time-off and availability sync), Linear and ClickUp (inbound project webhooks), and a full public REST API for connecting anything else in your stack. Supervisible is designed to slot into the tools your team already uses — not to replace them all at once.
How long does it take to set up?
Setup depends on your team records, active projects, rates and integrations. Request a demo to agree the initial workflow and rollout.
Who is Supervisible built for?
Agencies of 10 to 50 people running billable client work across multiple retainers and projects simultaneously. Digital marketing agencies, design agencies, development agencies, creative agencies, PR firms — any service business where the founder or ops lead needs to see projects, capacity, and profitability connected in one view, without timesheets and without enterprise software complexity.
Projects, people, and profitability —
finally connected.
Request a demo. We will follow up to arrange a walkthrough of staffing, capacity and project financials.
Plan from allocations · Discuss your setup · Review pricing