Productive.io Agency Software3.18.1 - App Store

Productive is the most powerful & yet simple way to manage a profitable agency or consulting business. Get work done, track time, monitor financials, manage contacts, collaborate with clients, and more.

The Productive mobile app gives you quick and easy access to your agency business while you're out and about.

Using the app, you can:
- Track time
- Create, manage, and comment on tasks for all your projects
- View and upload attachments
- Track profitability for budgets
- Get notifications when something happens on a certain task or deal
- Get an overview of your sales pipeline
- Manage your contacts
- Switch between different organizations you're involved with
- ...and much, much more

Productive is the only tool you need to run a profitable agency.

Version History AI: Artifact library
AI: Assistant custom instructions
AI: Model settings
AI: Support for templates
AI: Voice to text
Charts: Customize segment colors
CRM: User roles
Tasks: Additional booking info
Other minor features, improvements, and bugfixes 3.18.1 Sep 15 AI: Artifact library
AI: Assistant custom instructions
AI: Model settings
AI: Support for templates
AI: Voice to text
Charts: Customize segment colors
CRM: User roles
Tasks: Additional booking info
Other minor features, improvements, and bugfixes 3.18 Sep 10 Agents: Event-based triggers & improved file reading
Calendar: Multiday events
Docs: Table of contents & toolbar revamp
Integrations: Teams
Notetaker: Meeting summary
Other minor features, improvements, and bugfixes 3.17 Aug 11 Absences: PM dynamic approver
Integrations: NetSuite export enhancements
Reports: Relationship grouping & frequently used filters
Permissions: View subordinates' absence bookings & View own cost rates
Other minor features, improvements, and bugfixes 3.16 Jul 8 Bookings: Popover revamp with compact and extended view
Invoices: New payment term options
MCP: OAuth
Other minor features, improvements, and bugfixes 3.15 Jun 15 Agents: Thinking process & permissions
Billing Type: Percentage
CRM: Retainer deal
Expenses: Line items
Integrations: Send email
Tables: Simplified filters & more date operators
Time: Approver edit
Other minor features, improvements, and bugfixes 3.14 Jun 9 Core: Emoji autocomplete
Deals: Multiple contacts
Deals: Numbering sequence
Deals: Value settings
Projects: Comments
Search: Task lists and folders
Tasks: Link to service
Time: Prevent overlaps
Other minor features, improvements, and bugfixes 3.12 May 13 - AI: AI assistant on mobile, Agent user questions, Chat file attachments, Agent avatars
- Budgeting: Percentage billing type on services, scenarios, and deal templates
- Custom Fields: Allow editing on archived projects
- E-Invoicing: SDI e-invoicing settings
- Expenses: New expense form with exchange rate and warnings
- Integrations: NetSuite credit notes, contact mapping, timesheet attachment
- Reports: Service report remaining hours, Recycle bin for reports, Primary contact on budget report
- Resourcing: Compact booking popover
- Settings: Manage archived time tracking policies, Custom timesheet document
- Tasks: Template project automations
- Other minor features, improvements, and bugfixes 3.11 Apr 13 - Minor features, improvements, and bugfixes 3.10 Mar 26 - Budgeting: Manual Revenue Recognition
- Numbering: Company code in Task numbering scheme
- Reports: Filtering on formulas
- Resourcing: Visually exclude non-working days from bookings
- Resourcing: Request for resource
- Other minor features, improvements, and bugfixes 3.09 Mar 14 - Charts: Metric drilldowns
- Custom fields: File fields on expenses & invoices
- Integrations: Xero purchase order export
- Invoicing: Send e-invoices by email
- Productive Academy
- Projects: Dashboards
- Settings: Archive service types
- Tasks: Breadcrumbs in headers
- Other minor features, improvements, and bugfixes 3.08 Feb 10 - Docs: Enable collapse toggle, Attachments preview
- Integrations: Bamboo user provisioning
- Reports: Advanced formula builder, Metadata in export
- Settings: Time tracking policies, Name configurator for exported files, Share budget permissions
- Other minor features, improvements, and bugfixes 3.07 Jan 16 - Docs: Enable collapse toggle, Attachments preview
- Integrations: Bamboo user provisioning
- Reports: Advanced formula builder, Metadata in export
- Settings: Time tracking policies, Name configurator for exported files, Share budget permissions
- Other minor features, improvements, and bugfixes 3.06 11/25/2025 - Approvals: Resourcing panel on the Absence approvals screen
- Budgets / Deals: New Services screen
- Custom Fields: Custom fields available in Docs
- Integrations: Gmail inbox integration in Productive
- Invoicing: Permission to send invoices
- Other minor features, improvements, and bugfixes 3.05 10/30/2025 - Charts: Toggle animations in settings
- Company: Multiline custom fields
- CRM: Redesigned Deal/Budget services
- Filters: OR filters in resourcing
- Invoicing: Automatic invoicing on recurring budgets
- Invoicing: Default company billing email
- Other minor features, improvements, and bugfixes 3.04 09/17/2025 - Dashboard 2.0: Autolayout, improved edit mode, Note, Heading & Divider widgets, Formula and Target support on dashboards
- Resourcing 2.0: Enhanced zoom and scrolling, new capacity indicators popover, remote work, resource planning by Deal/Budget
- Other minor features, improvements, and bugfixes 3.02 09/04/2025 - Automations: Global task automations
- Integrations: Peppol e-Invoicing
- Reports: Dock/undock filters
- Reports: Rename Work cost to Labor cost
- Other minor features, improvements, and bugfixes 3.01 08/14/2025 - Filters: Support for OR filters across all modules
- Registration: Localization during the sign-up process
- Reports: New Purchase Orders report
- Tasks: Task list duplication now includes dependencies
- Template center: Support for document templates
- Other minor features, improvements, and bugfixes 3.00 07/14/2025 - Forms: New feature
- Automations: Advanced time-based triggers
- Deals: Funnel report
- Localization: Support for German, French, and Spanish
- Reports: AI-generated reports
- Settings: Overhead configuration per subsidiary
- Time: Timesheet submission for approval
- Other minor features, improvements, and bugfixes 2.99 06/18/2025 - Budgets/Deals: Bulk add members to budgets
- Deals: Connected budgets
- Custom fields: File custom field on deals
- Document templates: Resize logo
- Docs: Tables upgrade
- Invoices: Bulk copy to accounting
- Tasks: Inline images and tables in comment and description
- Other minor features, improvements, and bugfixes 2.98 05/23/2025 - Custom fields: Files
- Document styles
- Invoices: Progress Bar
- Quick start
- Scenario Builder
- Tasks: New comment editor
- Time off: Approval policies
- Other minor features, improvements, and bugfixes 2.97 04/01/2025 - AI: Prefill expenses
- Custom fields: Services custom fields
- Integrations: Quickbooks Expenses
- Invoicing: Default tax rate
- Projects: Sharing
- Settings: Fiscal year
- Tasks: Workload layout
- Other: Employee fields sections, SSO on desktop app 2.95 01/22/2025 - AI: AI Filters on Tasks, Task summary
- Automations: Create invoice action
- Custom fields: Reorder custom fields, Quick add option
- Deals: New deal wizard
- Invoicing: Custom fields in accordion
- Projects: Rename Board to Folder
- Reports: OR filters
- Other minor features, improvements, and bugfixes 2.94 12/05/2024 - Automations: Create TODOs action
- Budgets/Deals/Resourcing: Views sharing
- Integrations: RipplingHR, BambooHR, Hibob
- Invoicing: Tax rates
- Permissions: Integrations permissions, Time off bookings
- Person: Split employees and contacts
- Settings: Champions
- Other minor features, improvements, and bugfixes 2.93 10/21/2024 - Budgets: View sharing
- Deals: View sharing
- Permissions: Time off bookings
- Reports: Drilldown on charts
- Sandbox: Enabled sandbox for all organizations
- Tasks: Nested task list picker
- Tasks: Quick add initial estimate
- Workload: Create a task in workload view
- Workload: Filter by people custom field
Other minor features, improvements, and bugfixes 2.92 09/05/2024