How painful is migrating off QuickBooks (and our other tools)?

Not painful. We import from QuickBooks, HubSpot, ClickUp, PandaDoc, and DocuSign in a single guided session — usually under 90 minutes for a small agency. Every plan includes a free white-glove migration call. Larger agencies get a dedicated onboarding lead.

Will my clients need training to use the portal?

No. The portal is one URL and one password. Your client opens it, sees their invoices, SOWs, and project status — that's the whole experience. We've run user tests with people who said "I don't even use Slack." Zero help-desk tickets so far.

Can I white-label the portal per client?

Yes. Custom domain, custom logo, custom accent color — included in all plans. On Studio and Agency plans you also get custom email sender, custom CSS, and per-client branding rules so different clients see different brands on their portal.

What about Slack, Zapier, Figma, Google Drive?

Native: Slack, Gmail, Google Calendar, Outlook, Zapier, Make, Figma file embeds, Google Drive, Dropbox, Stripe. REST API + webhooks for everything else. We're not asking you to give up your tooling — we're replacing the SaaS bridges between them.

Pricing for a retainer-heavy agency with 30+ active clients?

Flat per-seat, not per-client. $24/seat/mo for Studio (unlimited clients, projects, portals). $44/seat/mo for Agency (custom roles, audit log, SSO, SOC 2 evidence room). No "contact us" tier — public pricing, public limits. Every plan starts with a 14-day free trial.

What's included in the 14-day free trial?

Everything. All 11 modules, the customer portal, unlimited clients, and your full team. No feature gates, no "upgrade to unlock." If PrimeBase isn't the right fit after 14 days, you pay nothing.

What is agency management software?

Agency management software replaces the typical 5-tool stack agencies run — CRM (HubSpot/Pipedrive), accounting (QuickBooks/Xero), project management (ClickUp/Asana), proposals (PandaDoc/Proposify), and eSignature (DocuSign) — with one connected platform. PrimeBase adds what the stack misses: a real client portal where clients see SOWs, approvals, project status, and invoices without emailing anyone.

Is PrimeBase good for SEO agencies?

Yes. SEO agencies run on retainers, deliver projects in cycles, send proposals, and need a clean way to share progress with clients. PrimeBase covers the full retainer lifecycle: deal won → SOW signed → recurring invoice → project board → client portal where the client sees what was delivered each month. Many SEO agencies replace HubSpot + QuickBooks + ClickUp + PandaDoc + DocuSign with PrimeBase alone.

Will my account managers actually use this on day one?

That's the most common reason consolidations fail. PrimeBase is designed for one source of truth — one login, one customer record, one place where every client interaction lives. New AMs are productive in hours instead of days because there's no ramp on six different tools. Account-level permissions mean each AM sees their book of business by default, with leadership seeing everything.

PrimeBase/Built for/Marketing & Creative Agencies

Agency Management Software · For Marketing & Creative Agencies

Run client work end-to-end. Give clients a real portal.

Agency management software for 15-40 person teams that have outgrown the freelancer plan. Stop being the human bridge between HubSpot, QuickBooks, ClickUp, PandaDoc, and DocuSign. Run the whole agency in one place — and give clients a login that makes you look like a 100-person firm.

Get started free See pricing

14-day free trial No credit card 5-min setup

portal.studionorth.co

A real client portal — branded as your studio

Before PrimeBase

The bill nobody totals up.

Your stack isn’t expensive — it’s compounding. Six subscriptions, six logins, and the hours every week you spend being the human glue between them.

~21 hrs/week of glue work, per AM

STUDIO NORTH — APR 2026

Cost of running on 6 tools

RCPT #0142 · NON-NEGOTIABLE

JobTool$Time

CRMHubSpot Starter$ 50/mo6 hrs/wk

Project mgmtClickUp Business$ 95/mo4 hrs/wk

ProposalsPandaDoc Essentials$ 59/mo2 hrs/wk

e-SignaturesDocuSign Standard$ 45/mo1 hr/wk

AccountingQuickBooks Online Plus$ 99/mo3 hrs/wk

Client commsSlack Connect + email$ 22/mo5 hrs/wk

SUBTOTAL — software$ 370

SUBTOTAL — hours @ $85$ 1,78521 hrs

TOTAL / WEEK$ 2,15521 hrs

╳ ╳ ╳ THANK YOU FOR YOUR PATIENCE ╳ ╳ ╳

EVERY WEEK

Here’s what changes

Three things stop happening on Monday morning.

“

No. 01 · The pain

Clients keep emailing for invoices we already sent.

The fix

Every client gets a portal login.

Invoices, signed SOWs, and project status sit on their own dashboard. They stop emailing. You stop forwarding.

SNportal.studionorth.co● JENNY M. ONLINE

INV-0142$8,750View invoice →

SOW — Q2 BrandsignedDownload →

Conceptsawaits reviewOpen →

“

No. 02 · The pain

New AM needs six logins on day one.

The fix

One source of truth, one login.

Every customer interaction lives on one record. New hires are productive before lunch — not by Friday.

Lakeshore Co.

customer · since Apr 2024

RETAINER

CRM

Projects

Documents

Invoices

one record · one login · zero re-typing

“

No. 03 · The pain

Proposal in PandaDoc, contract in DocuSign, invoice in QuickBooks.

The fix

All three live linked to the customer.

Send a proposal. It signs. A project fans out — without retyping the client's name once.

Lakeshore Co. — pipeline

Proposal

sent

Signed

today

Project

auto-created

INV #1

drafted

zero re-typed fields. zero CSV exports.

One client, end to end

Lakeshore Co. · 90-day arc

From cold pitch, through delivery, to a retainer that renews itself.

Day 1 · +0

01PITCH

Day 3 · +2 days

02SIGNED

Day 4 · +3 days

03KICKOFF

CRM · Documents

Proposal out the door in 11 minutes.

Q2 retainer · template

SENTvia portal · 09:42

AM adds Lakeshore Co. as a lead, pulls the retainer template, and sends a personalised SOW — all from the same record. No tab-switching.

11 minlead → sent

Portal · Signatures

Client signs in their portal. No DocuSign.

SNportal.studionorth.co

SOW — Q2 Brand Refresh

Jenny M. · 04/16SIGNED

Lakeshore's owner gets a portal invite, reads the SOW, and e-signs on their phone. No new account, no PDF email thread, no chasing.

0extra logins for client

Projects · Tasks

Won deal fans out to tasks automatically.

DEAL WON · project auto-created

Kickoff tasks created

Client portal activated

Team roles assigned

First invoice drafted

The moment the SOW is signed, PrimeBase creates the project, assigns roles, and activates the client portal. Zero re-typing.

0fields re-typed

Wk 1–4 · +18 days

04DELIVER

Wk 5 · +32 days

05PAID

Wk 12 · +90 days

06RENEW

Approvals · Portal

Concepts reviewed and approved in the portal.

Approval · Concepts v2

MCSubmitted 3 conceptsMon

JMApproved all 3Tue

APPROVED IN PORTAL

Designer submits v2 concepts directly in PrimeBase. Jenny approves from her phone in the portal — no email chain, no Slack thread, no lost feedback.

1 portalreplaces 3 tools

Accounting · Portal

Invoice paid in the portal in 2 days.

INV-0142PAID

$8,750

Sent 04/17Paid 04/19 · ACH

INV-0142 appears in Lakeshore's portal. No 'did you get my invoice?' emails.

2 daysavg. time to paid

CRM · Estimates

Retainer auto-rolls into Q3.

Renewal · Q3 · Lakeshore

→

Auto-drafted SOW · awaits AM

Renewal date hits, PrimeBase drafts the next SOW from the same record. AM tweaks scope, Jenny re-signs in the portal. The loop closes itself.

1 clickto renew

Net for Lakeshore Co.

1customer record

0fields re-typed

$8,750invoiced & paid

Q3retainer renewed

90-day loop, closed

The modules that matter for you

Five modules. The rest are upside.

PrimeBase ships with eleven. For agencies, these five do the heavy lifting — and they’re in every plan.

01 / 05

Customer Portal

Branded login. Clients see SOWs, approvals, projects, invoices.

Clients stop emailing for invoices.

~12 emails/wk

eliminated per AM

02 / 05

CRM & Pipelines

Pitches, retainers, churn risk — every client on one record.

Every interaction in one place.

1 record

per client, per agency

03 / 05

Projects & Tasks

Signed SOW → kanban → delivered work, in the same system.

SOW signs, project spawns itself.

0 re-typing

won deal → kanban

04 / 05

Smart Documents

Build SOWs, send for sign, track — no DocuSign tab.

No DocuSign tab, ever.

11 min

avg. proposal → sent

05 / 05

Estimates

Quote in 5 mins. Approve. Convert to project + invoice.

Convert to project + invoice in a click.

5 min

quote → approved

05 / 11 visible — six more modules included in every plan.

See all 11 modules

Questions

The things agencies ask before switching.

Still have a question? We're an email away.

Email the team

Not painful. Import your customers and inventory via CSV, and our support team can help if you run into anything during the switch.

Built for other businesses too

Not an agency? PrimeBase fits these too.

See all 9 industries

Consulting & Professional Services Wholesale & Distribution Real Estate & Property Health, Wellness & Clinics Field Services & Trades Photography & Event Studios Architecture & Construction D2D & Door-to-Door Sales Startups & Founders

Get started

Look like a 100-person firm. Run like a tight one.

Move the agency in this week. Try free for 14 days — no credit card, no commitment.

Start free for agencies Talk to sales

✓ 14-day free trial · ✓ No credit card · ✓ Agency-specific onboarding