Monday.com Alternative for Consulting Agencies
Monday.com boards can track consulting work, but consulting agencies need engagement-centric structure, client deliverable portals, and retainer billing. AgencyPro provides purpose-built tools for consulting firm operations.
Why Consulting Agencies Struggle with Monday.com
Monday.com's board structure doesn't match engagement-based consulting work
Client deliverable sharing requires workarounds—no dedicated client portals
Retainer tracking needs custom columns and formulas that are fragile
Consulting teams spend time configuring boards instead of client work
Why Consulting Agencies Switch to AgencyPro
Engagement-Centric Structure
Organize work by client engagement from day one. Retainer terms, deliverables, and timelines—built for consulting.
Client Deliverable Portals
Clients access branded portals for deliverables and engagement status. Not Monday.com guest access.
Native Retainer Billing
Track retainers, generate invoices, manage utilization—built in.
Purpose-Built
Consulting workflows without board configuration. Replace Monday.com plus billing tools.
Key Features for Consulting Agencies
Engagement Management
Structure work by engagement with deliverables and milestones.
Retainer Billing
Track utilization, auto-generate invoices.
Client Portal
Branded dashboards for deliverable access.
Time Tracking
Track billable hours with invoicing integration.
CRM
Manage prospects and conversions.
Reporting
Engagement utilization and retainer dashboards.
“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
How does AgencyPro compare to Monday.com for consulting?
AgencyPro is engagement-centric with retainer billing and client portals. Monday.com requires board configuration and external billing tools.
Can consulting clients access deliverables?
Yes. Branded portals with deliverable access and engagement visibility.
How does retainer billing work?
Define retainers, track utilization, generate invoices automatically.
Monday.com 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 Need More Than Boards
Replace Monday.com with AgencyPro's engagement management and retainer billing.