Product Update: Agency Operations Pack
Budget Guardian, Project Alerts, and Smart Templates, three features that close the gap between winning projects and delivering them profitably.
Contents
One flat fee for the whole team
Tasks, timers, CRM and invoices in one workspace. From $29 a month, no seat tax.
Start free demo14 days · no credit card
What's in the Agency Operations Pack
The Agency Operations Pack adds three features to the Agency plan: Budget Guardian (real-time project budget tracking), Project Alerts (automated notifications for deadline risk, bottlenecks, and budget warnings), and Smart Templates (save any project structure as a reusable template with date remapping and role-based assignees). All three features address the same underlying problem: the gap between the agency's project management system and the financial and operational reality of delivering client work.
"An 80% alert when you still have 20% of budget is actionable. An alert when you are already over is not."
Budget Guardian
Budget Guardian tracks project spend in real time, every time a team member stops a timer, the project's budget gauge updates. The dashboard shows budget, spent, remaining, and margin for every active project. A burn chart shows how spend has accumulated over the project timeline. Alerts fire when spend crosses a configurable threshold. Default: 80% of budget consumed. The PM receives a notification via email, in-app, and Slack when the alert fires.
Project Alerts
Project Alerts is a configurable alert system that monitors all active projects for six risk conditions:
- Bottleneck: task stuck in same status for 5 days → notifies project admins
- Deadline Risk: task 2 days from deadline, incomplete → notifies task assignee
- Budget Warning: spend crosses 80% of budget → notifies project admins via all channels (Slack, email, in-app)
- Overdue Escalation: task 3+ days past deadline → notifies project admins
- Idle Project: no activity for 7 days → notifies project owner
- Morning Digest: daily summary of top 5 priorities → notifies each PM individually
Flat fee · no seat tax
Agency plan includes this.
$59/mo · 15 users · flat fee. No per-seat fees.
day free demo · Flat fee, whole team.
No credit card · 14
Smart Templates
Smart Templates let any project be saved as a reusable template. The template stores the column structure, task list, assignee roles (not names, roles), and deadline offsets (days from project start or launch date). When a new project is launched from a template, the PM sets the launch date and maps roles to team members. All deadlines are calculated automatically. Project setup that previously took 40–60 minutes takes under 10.
Which plan includes these features
Budget Guardian, Project Alerts, and Smart Templates are all included in the Agency plan: $59/month for up to 15 users, flat fee. No per-seat pricing. No add-on fees. The full Agency Operations Pack is included in the base Agency plan price.
Boards that run themselves
Kanban with subtasks, priorities and a timer on every card
Demo request from Bloom Cosmetics
Website redesign · due Oct 14
