Wisdom

Wisdom is an agency management platform that centralizes project, task, and resource management for creative agencies, providing tools for planning, collaboration, and reporting.

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Wisdom is for creative, digital and marketing agencies that need a central place to manage client work, team time and project finances. It keeps client records, contacts, project history and retainers connected, helping teams see active work and budgets without relying on scattered spreadsheets and tools. Plan projects by section, assign tasks and track progress with visual boards. Log billable and non-billable time, monitor project budgets, and manage recurring retainer work alongside one-off projects. Wisdom also includes lead tracking to organise prospects and follow-ups, invoicing, and reports on projects, time and financials. Integrations connect it with tools such as Google Calendar, Google Drive, Slack and Asana; available features may depend on the plan.

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