Solutions / Professional Services Teams

Manage client work, people,
budgets, and reporting in sync.

Graysync helps professional services teams plan delivery, allocate people, track time, manage
budgets, collaborate and report on performance from one platform.

Graysync Team Utilisation dashboard with capacity breakdown and targets

Client delivery should not
depend on disconnected tools

Professional services teams manage complex client work, specialist resources, deadlines, budgets, time entries, approvals and reporting. When delivery and financial data are disconnected, visibility comes too late. Graysync helps teams keep client work, utilisation, costs and profitability connected from start to finish.

Client planning

Create clear plans for client projects, retainers, advisory work, implementation phases and recurring services. Define scope, milestones, deliverables, owners, dates and responsibilities from the start.

  • Create projects from repeatable templates.
  • Define phases, milestones and deliverables.
  • Assign consultants, teams and responsibilities.
  • Set priorities, dates and approvals.
Project manager planning agency work on a laptop

Resource utilization

Understand who is available, who is overloaded and where specialist time is being used. Graysync helps managers allocate people clearly and forecast capacity before client delivery becomes pressured.

Timeline management

Keep milestones, deadlines, dependencies and client commitments visible across every engagement. Monitor progress in real time and adjust plans before delays affect delivery or client confidence.

Team member managing project timelines at a computer
$12,500.00

Time and budgets

Track billable and non-billable time, compare estimates with actual effort, monitor budget burn and connect delivery activity with invoicing, expenses, margins and profitability.

Reporting and dashboards

Use dashboards to review project health, utilization, time, budgets, profitability, invoices, risks and workload. Give leadership and delivery teams clearer visibility without rebuilding reports manually.

123 Team member
8h45 Time spent 20 days
Task Progress
Agency team collaborating in a modern studio space

See how Graysync works
across your services team.

FAQs

Everything you need to know about Graysync

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.