ClickUp Alternative for Consulting Agencies
ClickUp's overwhelming customization options distract consulting firms from what matters: managing client engagements, delivering recommendations, and billing retainers. AgencyPro provides engagement-centric structure, client portals, and retainer billing without configuration marathons.
Why Consulting Agencies Struggle with ClickUp
Configuring ClickUp for consulting engagements requires extensive setup— Spaces, custom fields, automations
Client deliverable sharing and engagement visibility require workarounds
Retainer tracking needs custom fields and formulas that break with updates
Consulting teams spend more time configuring ClickUp than managing clients
Why Consulting Agencies Switch to AgencyPro
Engagement-Native Structure
AgencyPro organizes work by client engagement from day one. No configuration needed. Retainer terms, deliverables, and timelines structured for consulting work.
Client Deliverable Portals
Clients access branded portals to receive deliverables, track engagement progress, and communicate. Professional experience without ClickUp complexity.
Built-in Retainer Billing
Define retainers, track utilization, generate invoices. No custom fields or fragile automations.
Simple and Focused
Purpose-built for professional services. Consulting teams productive immediately, not after weeks of setup.
Key Features for Consulting Agencies
Engagement Management
Organize work by engagement with deliverables and milestone tracking.
Retainer Billing
Track hours and deliverables against retainers, auto-generate invoices.
Client Portal
Branded dashboards for deliverable access and engagement visibility.
Deliverable Workflows
Structured workflows for reports, assessments, and recommendations.
Time Tracking
Track billable hours with direct integration to invoicing.
CRM
Manage prospects and conversions alongside engagement delivery.
“What has made my experience with AgencyPro great is how thoughtfully the whole platform is put together. It replaces the patchwork of tools we used to rely on with one cohesive system.”
— Mrake Angelo Miguel, verified on Trustpilot
Frequently Asked Questions
Is AgencyPro simpler than ClickUp for consulting agencies?
Significantly. AgencyPro is purpose-built for professional services with engagement management and retainer billing. No Spaces, custom fields, or automations to configure.
Can consulting clients access deliverables in AgencyPro?
Yes. Clients log into branded portals to view engagement status, download deliverables, and communicate with your team.
How does retainer billing work?
Define monthly retainers per client. Track time and deliverables against allocations. Generate invoices automatically. Both hourly and deliverable-based retainers supported.
ClickUp Alternatives for Other Industries
Other Alternatives for Consulting Agencies
Learn more about AgencyPro for Consulting Agencies
View the Consulting Agencies use case page →Consulting Agencies Don't Need ClickUp Complexity
Replace ClickUp with AgencyPro's engagement management and retainer billing built for consulting firms.