Built for agencies & studios
Clients, retainers, and project profitability in sync.
Client work in one tool, retainers in another, profitability guessed at month-end.
Keep client, project, hours, and invoice linked — Win → Staff → Track → Bill for retainers and one-offs.
Agency management software — clients, time, and invoicing
Agencies and studios look for agency management software that keeps client relationships, retainers, project hours, and invoices linked. When those live in separate products, profitability is guessed at month-end and capacity is decoupled from sold work.
MeghaX is built for that operating loop: CRM for clients and pipeline, Contracts and HR for staffing, Timesheets for delivery, and Invoicing for cash — with Mira as the glue across the same company data.
Related: CRM, time tracking, and invoicing for services firms · MeghaX vs point tools · AI & Mira
How MeghaX closes the loop
Win the work. Staff the team. Track the hours. Bill what you delivered.
- 1.
Win — CRM
Pipeline, deals, and client relationships on the same account you will staff and bill.
- 2.
Staff — Contracts · ATS · HR
Lock scope, hire into the bench, and keep people on the same account as the work.
- 3.
Track — Timesheets · Meeting Companion
Hours and delivery conversations land on the real project — not a spreadsheet chase.
- 4.
Bill — Invoicing
Bill what you tracked against the contract. Cash and margin stay visible as work closes.
- 5.
Glue — Mira · Workflow Studio
Ask across CRM, people, time, and billing — then let Workflow Studio automate the busywork.
- Client → project → time → invoice connected
- Retainer and project mix visible
- Team capacity tied to sold work
Design partner · IT services
How Redsun Solutions runs on MeghaX
One real IT services firm. Not a logo wall. Redsun Solutions is an early MeghaX design partner — using the platform to run Win → Staff → Track → Bill as they scale.
Before MeghaX, consolidating what the team was doing was a constant drag. Leadership couldn't see company performance without asking each person for updates and extracting numbers. New hires onboarded through disconnected document collection. Training was a spreadsheet. Bench status was unclear. Collecting timesheets and creating invoices was manual — and when they looked at third-party stacks to do it properly, the cost jumped as soon as headcount grew. Invoice hours mismatched, and every vendor had different invoicing roles to chase.
MeghaX became the shared operating layer: one place for people workflows, time, invoicing rules, and the reporting that used to live in email and spreadsheets.
Want a similar consolidation path? Book a demo · MeghaX vs point tools
Also built for related services firms
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