Try Projectri inside a working agency
Northwind Creative is a 14-person agency in New York and Dubai, with a year of projects, time, invoices and clients already in it. Every page is full, and a built-in guide shows you around.
Private copy · 7 days · No sign-up · Nothing emailed or charged
See it through the eyes of everyone who uses it
Switch between the four logins at any time from the banner at the top of the app.
Admin
Rate cards, billing runs, invoices and getting paid, margins, people and permissions, security and automation.
Project manager
Portfolio health, budgets and risk, resourcing, approvals, the sales pipeline and reports.
Team member
Tasks and boards, logging billable time, timesheets, expenses, docs, team chat and Nia.
Client
The client portal: project status, quotes to accept, invoices to pay and support tickets.
From a deal to a paid invoice, all linked
Follow one piece of work from end to end. Every step is real data you can open, change and approve.
- 1DealA lead moves through the pipeline and is won.
- 2Estimate and quotePriced from the rate card, then accepted online by the client.
- 3ContractSigned electronically, with change orders on top.
- 4Time and expensesThe team logs billable hours and costs against the project.
- 5ApprovalThe manager approves timesheets and expenses.
- 6Billing runApproved work is collected into draft invoices for review.
- 7InvoiceSent in the client’s currency, with reminders when it is late.
- 8PaymentPaid in the portal, then matched in receivables and the P&L.
Yours alone, and nothing leaves it
- A private copy for 7 days, then it is deleted
- Nothing is ever emailed, texted or pushed to anyone
- No card, no sign-up, and nothing is ever charged
- A guided tour for each role, whenever you want it