Project software for marketing agencies, from signed quote to invoice.
Win the work with a quote the client signs, start the project from it, plan what you publish on the Content Calendar, log every hour against the client, show them a read-only board instead of a status email, and turn the billable time into the invoice.
Starts your workspace as Agencies & Studios, with 14 days of the full Business tier and no card. Free for up to 5 people afterwards.
Where Navalo fits for marketing agencies.
The pitch: a quote the client signs
Quotes & Proposals prices the work in sections, the client signs it through Navalo Signatures, and one press turns the signed quote into the project with its tasks and budget.
The work: a calendar and a sign-off
The Content Calendar plans everything you publish for the client, and Approvals records who signed a deliverable off and when. The client watches progress on a read-only board.
The bill: every hour on the client
Time Tracking & Billing keeps each hour against the client, and Invoicing turns the billable time into a numbered invoice.
The tools Agencies & Studios installs.
You can untick any of them before you finish setting up, and add others later from the extensions catalogue.
Quotes & Proposals
Sectioned, priced quotes launched from a CRM opportunity. The client signs through Navalo Signatures, and a signed quote becomes a project with its tasks and budget.
- Sections, priced lines, validity, discount and tax
- A first draft from the opportunity's notes, never a price
- Client signing through Navalo Signatures
- Accepted and signed, it becomes the project
Time Tracking & Billing
One timer for the whole workspace. Bill rates resolve per person, per project or per client, and billable time is what the invoice is built from.
- Task timers and manual entries
- Rates per person, per project or per client
- Billable and non-billable kept apart
- CSV export of every line
Invoicing
Invoices from billable time, rebillable expenses and accepted quotes, numbered at send, with overdue reminders and a PDF. Payment status shows on the client's CRM account.
- Drafted from hours, rebillable claims and quotes
- Numbered when sent, with no gaps
- Overdue reminders to the person who sent it
- Status on the client's CRM account
What it does not do.
- Navalo produces, numbers and exports invoices and reminds you when one is overdue. Collecting the money and reconciling it stays in your accounting system.
- A quote line has a price you typed. Ava's first draft names lines and sections; it never prices anything.
- Approvals record a named sign-off against a task. It is not a proofing tool with annotations over artwork or video.
- There is no Figma integration.