Meetingbox
Consultancy & Agency Dashboard
For Consultancies & Agencies

Deliver client work with consistent quality.

Keep scopes, resources, and finances aligned in one system. Meetingbox helps you scale your agency operations with confidence.

Run every client from one hub

Keep briefs, scopes, suppliers, and finances connected so client work runs on one reliable playbook. Eliminate silos and ensure every team member has the context they need.

Annual Sales Conference 2027Confirmed
Intercom Köln Munich Apr 01 – Apr 05
Dashboard
Services
Tasks
Team
Finances
Project Lifecycle40% Complete
Inquiry
Planning
Preparation
Execution
Completion
Tasks
1 / 7
Budget
€50.6k
Team
10
3 Active
Time
106d
Left
Recent Activity
Service "Arrival" confirmed
2h ago · Sarah J.
Landing page completed
4h ago · Mike T.
Budget updated: +€4,200
6h ago · Finance
New supplier added
1d ago · Alex K.
Open TasksView all →
Confirm catering headcount
High
Send venue contract
Medium
Approve AV setup
High

Standardize delivery playbooks

Use templates, tasks, and approvals so every engagement follows the same quality bar. Reduce onboarding time and ensure consistent deliverables across all clients.

Create from template
Category...
All
Name
Due Days
Date Param
Category
Assignee
Kickoff: Check Client Briefing
Initial briefing checklist
1
Project start
EM|MEA
Prepare and send Offer
Create and send quotation
3
Project start
EM|MEA
Request Content
Request website/app content
3
Project start
Content
1 / 1
0 selected

See pipeline and margins clearly

Track deals, utilization, and profitability in one view to focus on the most valuable work. Make data-driven decisions to optimize your agency's performance.

Revenue Analysis

Comparison: Current vs. Previous Year (YTD)

Current
Previous
100k
75k
50k
25k
0k
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
MonthRevenueBillsProfit
January153k/94k19k / 12k133k / 82k
February157k/142k32k / 17k125k / 124k

Get full visibility across every project and client

Manage all projects with a single platform that gives you a 360° view of clients, tasks, and progress. Spot what's on track, overdue, and where to step in.

Rhine River Cruise - Client Entertainment
Online
Services
Tasks
Team
Files
Finances
Settings

Tasks

+2
Backlog
1
MN
Marta Nowak

Book transportation for VIP guests

Arrange luxury transportation for VIP attendees from airport to hotel and between...

logisticsvip
20 Jul 2023
2
+ Add task
In Progress
2
JP
Jonas Peters

Design event landing page

Create a responsive landing page for the Munich event with registration form and even...

designfrontend
Progress65%
25 Jul 2023
2
3
UN
Unassigned

Fix registration system bug

Address issue with registration form not properly capturing dietary preferences.

backendurgent
19 Jul 2023
1
3
Done
1
UN
Unassigned

Finalize catering menu

Select menu options for all three days of the event, including dietary restrictions and...

cateringplanning
18 Jul 2023
1
8

Eliminate manual invoicing and get paid faster

Streamline invoicing with flexible billing options—fixed fee, recurring, or partial. Automate invoice creation and collect payments quickly and securely, with integrations that keep your data precise and up-to-date.

Invoiced
$42,500
Pending
$8,206
Margin
24.2%
ServiceQty/UnitMargin
Event Production48h @ $12022%
Venue Management60h @ $10018%
Technical Support12h @ $15025%
Create project
Create tasks
Create invoice
Create PO

Meet Meetingbox

Book a demo or start your free trial, and see how Meetingbox keeps client delivery on track.

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