Stop losing margins to scattered agency ops
Belvak replaces the patchwork of project management, invoicing, proposal, and recruiting tools that marketing agencies cobble together. One platform for campaigns, clients, and cash flow.
The problem
Sound familiar?
Marketing agencies face unique operational challenges that generic project management tools were never designed to solve.
Scope creep silently destroys margins
Around 40% of agencies exceed budgets from scope creep. "Just one more revision" compounds across clients. Retainers become unlimited service agreements. The bleed is invisible until end-of-quarter financials.
Eight tools and still no clear picture
CRM, PM tool, time tracker, invoicing app, proposal software, spreadsheets. Average agency spends $500-2,000/month on disconnected tools while still relying on spreadsheets to connect the dots.
No real-time view of client profitability
Revenue data in the invoicing tool, costs in the PM tool, scope in the proposal doc. Connecting them requires manual spreadsheet work. By the time you discover a client is unprofitable, months of margin loss are already absorbed.
Billing leakage from disconnected pipelines
Proposal in PandaDoc, project in Asana, invoices in QuickBooks. Data re-entered at each stage. Approved amounts never flow to invoicing automatically. Work done but never billed is a top agency revenue drain.
The solution
One platform, every workflow
Purpose-built for marketing agencies that need campaigns, billing, proposals, and hiring in a single system.
Campaign tracking with contract values
Every campaign is a project with a clear contract value, team assignments, and collection progress. See at a glance which clients are profitable and which are bleeding margin.
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Retainer and recurring invoicing
Set up monthly retainers, per-project billing, or a mix of both. Approve recurring invoices in bulk, track payments, and see overdue balances without leaving the platform.
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Pitch-to-project conversion
Draft proposals with scope and pricing, send them to clients, and convert approved proposals into live projects with one click. No re-entering data across three different tools.
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Hire creative talent without a separate ATS
Post positions, track applicants, screen CVs with auto-text extraction, and manage interviews inside the same platform your projects live in. Skills matching helps you find the right fit faster.
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A day in the life
A day in the life of a marketing agency on Belvak
From morning standup to end-of-day wrap-up, here is how your team uses a single platform to run the entire business.
Check campaign dashboard
See all active campaigns, overdue invoices, and retainer renewal dates across every client at a glance.
Send monthly retainer invoices
Approve recurring invoices for retainer clients in bulk. PDFs are generated and ready to send in minutes.
Draft a new business proposal
A prospect wants a brand strategy engagement. Create a proposal with scope, deliverables, and pricing in one place.
Check client profitability
Review which campaigns are on track and which have drifted past their contract value. Catch scope creep before it eats the margin.
Screen designer candidates
Two applications came in for the open designer role. Review CVs, check skills, and move a strong candidate to the interview stage.
Follow up on overdue payments
Check payment status across all clients. Send reminders for invoices that are past due.
We were running campaigns across four different tools and losing track of what we had actually invoiced. Belvak connected our proposals to projects to invoices, and we stopped leaving money on the table. The recruitment module was a bonus we did not expect to use daily.
Capabilities
Built for how marketing agencies actually work
FAQ
Questions marketing agencies ask
Can Belvak handle both retainers and one-off campaign projects?
Yes. Every engagement is a project with its own contract value, so a monthly retainer and a one-off campaign build sit side by side. Recurring retainers bill on a schedule while project work bills as it is delivered, all tracked against the same client record.
How does recurring retainer billing work?
Retainers run as maintenance contracts that bill per period, and Belvak surfaces each contract for renewal within a 15-day window before it lapses. You approve recurring invoices in bulk, generate branded PDFs from 12 templates, and track payments and overdue balances without leaving the platform.
Can I see which clients are actually profitable?
Each client record links every project, invoice, and payment in one view, so you can see contract values, what has been collected, and what is still outstanding per client. That makes it clear which accounts drift past their contract value and which are pulling their weight.
How do proposals become projects?
You draft a proposal with scope, deliverables, and pricing, send it to the client, and convert an approved proposal into a live project with one click. The values carry over, so there is no re-entering the same numbers across separate tools.
Can I recruit creative talent in the same platform?
Yes. Belvak includes built-in recruitment, so you post positions and track candidates alongside your projects. Uploaded CVs are parsed automatically to extract 9 fields, and skills matching helps you shortlist the right designer or copywriter faster.
Can I bill clients in multiple currencies?
Yes. Belvak supports billing in over 50 currencies, so agencies working with clients across regions can invoice each one in its own currency. The currency is stored per record, keeping reporting consistent.
Ready to unify your agency operations?
Join marketing agencies that replaced their disconnected toolstack with one platform. Start free to see how Belvak connects proposals, projects, and invoicing.