Merge Plan
Merge Plan is project management software designed for agencies and professional services firms. It allows you to easily create projects, assign tasks, track time, invoice clients, and more. The simple interface makes it easy for teams to collaborate.
collaboration
task-management
time-tracking
invoicing
Merge Plan: Project Management for Agencies
Project management software for agencies and professional services firms, with features like task assignment, time tracking, invoicing, and team collaboration.
What is Merge Plan?
Merge Plan is a cloud-based project management and team collaboration software designed specifically for creative agencies, consulting firms, architectural firms, advertising agencies, design studios, and other professional services organizations. It provides a simple yet powerful way for service teams to plan projects, manage client requests, track progress with tasks and to-dos, log billable hours, invoice clients, and more.
Key features of Merge Plan include:
- Intuitive interface for creating projects, building project plans, and tracking progress
- Tools for assigning tasks to team members and setting due dates
- Time tracking to log billable and non-billable hours
- Invoices and payments to easily bill clients directly within the software
- Reports and dashboards to monitor budget vs actuals, utilization rates, and more
- Mobile apps allow teams to access projects on-the-go
- Integrates with popular tools like QuickBooks, Google Workspace, Slack, and more
Overall, Merge Plan provides a streamlined work management platform for agencies and professional services firms to improve team collaboration, enhance productivity, deliver projects on time and budget, and scale their business more efficiently.
Merge Plan Features
Features
- Project management
- Task management
- Time tracking
- Invoicing
- Reporting
- Collaboration
- Resource management
- Client management
Pricing
- Subscription-Based
Pros
Easy to use interface
Real-time collaboration
Customizable workflows
Robust permissions
Integrates with other tools
Mobile app available
Cons
Can be pricey for large teams
Limited free plan
No free trial
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