Frequently asked
questions about
Graysync
Have questions about how Graysync works, who it is for, what features it includes, or how it can help your agency manage projects, resources, finances, collaboration and reporting? Here are the answers agencies usually need before booking a demo.
General questions
Graysync is an all-in-one agency management platform. It brings your projects, resources, finances, reporting, collaboration and workflows into one connected workspace, so your team can run every job from first brief to final invoice, protect margins and spend less time chasing admin.
Graysync is built primarily for agencies, including creative agencies, marketing agencies, digital agencies, PR and communications agencies, professional services teams and in-house marketing teams.
No. Project management is one part of it, but Graysync also covers resource management, financial management, business intelligence, team collaboration and workflow automation with Gracie. Instead of stitching together separate tools, your agency gets one shared source of truth for the work, the people and the numbers.
Book a demo and we’ll walk through how your agency works today. From there, we set up your workspace, import your clients, projects and team, and help you decide which areas to switch on first. You’ll have a clear rollout plan before anyone logs in.
Pricing depends on your plan (Starter, Growth, Scale or Enterprise) and how many people will use Graysync. Book a demo and we’ll recommend the right plan for your agency and send you a quote.
You can add your whole team and keep adding people as you grow. Roles and permissions control what each person sees, so freelancers, project managers and finance each get the right level of access.
Yes. Graysync is built to keep agency data protected and controlled, with role-based access and permissions by team and project. Read more on our Security page.
Graysync was created for agency teams who were tired of running serious work through disconnected tools, manual processes and spreadsheets that never told the full story.
Featured questions
Graysync includes project management, resource management, financial management, business intelligence, team collaboration, integrations, workflow management, customisation, time tracking, invoicing, payment tracking, expense tracking, reporting, dashboards, and Gracie automation support.
- Resource planning: see availability, workload, utilisation, and capacity.
- Time tracking: capture billable and non-billable time.
- Budget management: compare budgets, expenses, and actuals.
- Invoicing and payments: generate invoices, track status, and send reminders.
- Business intelligence: use dashboards, reports, forecasting, charts, and graphs.
- Gracie: support reminders, workflow prompts, reporting updates, and admin follow-up.
Integrations and workflows
Graysync is designed to connect with tools agencies already use, including email, cloud storage, marketing automation platforms, and accounting tools such as Xero and MYOB. Exact integration availability should be confirmed during demo or onboarding.
Graysync can replace several disconnected workflows, especially around project management, resource planning, financial visibility, collaboration, reporting, and workflow automation. Some agencies may still keep specialist tools while using Graysync as the connected operating platform.
Pricing, demos,
setup, and security
Pricing can depend on team size, features, integrations, onboarding needs, and the level of reporting or workflow complexity required. A demo is the best way to understand how Graysync fits your agency.
Setup time depends on team size, workflow complexity, integrations, data migration needs, and customisation. Graysync can support onboarding, workflow setup, team training, dashboard configuration, and integration planning.
Graysync should allow teams to manage access based on roles, responsibilities, projects, and visibility needs, helping agencies protect financial data, client files, and project records.