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.
Free for 1 user. Team access, dashboards, time tracking, service contracts, recurring billing, and hiring require Professional.
The problem
Sound familiar?
Marketing agencies face unique operational challenges that generic project management tools were never designed to solve.
Scope creep erodes margins
Extra revisions and unpriced requests add up across clients. Without a clear scope and a way to track additions, retainers can turn into open-ended commitments and margins become harder to protect.
Disconnected tools, no clear picture
Client records, projects, time logs, proposals, and invoices sit in separate tools. Subscription costs add up, while your team still relies on spreadsheets to connect the work and the money.
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 accepted 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
Upload CVs, extract candidate details automatically, filter by skill, and move people through your hiring statuses inside the same platform your projects live in. Skill search 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
You add two designer CVs. Belvak extracts their details, you check their skills, and mark a strong candidate Interviewed.
Follow up on overdue payments
Check payment status across all clients. Send reminders for invoices that are past due.
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 service 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 accepted 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 build candidate records and track them alongside your projects. Uploaded CVs are parsed automatically to extract 9 fields, and skill search 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?
Keep campaigns, clients, proposals, and invoicing connected.
Free for 1 user. Team access, dashboards, time tracking, service contracts, recurring billing, and hiring require Professional.