For agencies
Built by people who
have run the numbers.
Wisdom came out of a working agency, because nothing on the market handled retainers, mixed rates and half-dead projects the way agencies actually do.
One enquiry, all the way through
Brickmart · website and CRM build
It arrives as an enquiry
Brickmart get in touch about a website and CRM build. The lead is logged with a value, an owner and a stage, so it stops living in one person’s inbox.
Lead managementDeal value
£46,700
Negotiation · updated 4 hours ago
Won, and it becomes a client
One click converts the lead. The company, contacts and rate card land on a client record, and every project from here inherits them.
Client managementStandard rate
£85/hr
Rate card applied to every project
The budget goes on the board
Discovery, design and build become sections with their own hours. The bar moves as time is approved, and turns amber long before anyone has to apologise.
Project managementBudget used
78/120h
65% of the agreed hours
Hours land where they belong
Timers and timesheets log against the right section at the right rate. Nobody reconstructs the week on a Friday afternoon.
Time trackingLogged this week
36.2h
31.5h billable · 87%
And it bills itself
The signed-off stage becomes an invoice with every line traced back to an approved entry. Out to the billing contact, across to Xero, done.
Invoicing & billingThis stage
£6,285
Design sign-off · sent 2 days ago
Who it suits
If you bill for people’s time, it fits
Wisdom is shaped around creative and digital agencies, but the same shape works for any studio or consultancy selling hours and retainers.
- Creative & design
- Branding, campaign and studio work with mixed project and retainer income.
- Digital & web
- Build projects billed in stages, then ongoing support and hosting retainers.
- Marketing & PR
- Monthly programmes where over-servicing is the difference between profit and none.
- Freelance & small studios
- One person who still needs quotes, tracked time and invoices that look serious.
Moving across
Switching takes an afternoon, not a quarter
Bring your list
Import clients, contacts and live projects from a spreadsheet. We’ll do the first pass with you on the call.
Start with one team
Run a single client or department through Wisdom for a fortnight before you move everyone.
Keep your stack
Slack, calendars, Drive and Xero stay where they are. Wisdom sits underneath the delivery work.
Explore the parts
Lead management
A pipeline from first contact to signed contract.
Client management
Contacts, history and account health on one record.
Project management
Budgets that warn you before they hurt.
Time tracking
Every minute, against the right project and rate.
Retainer management
Recurring work without the monthly reminders.
Invoicing & billing
Approved hours in, professional invoice out.
- Length
- 30 days, every single feature unlocked
- Card
- Not required — and no auto-charge at the end
- Setup
- Import clients and projects from a spreadsheet
- After
- Monthly, per seat. Cancel whenever you like