Agencies & Consultants

Agencies & Consultants

From client acquisition to project profitability—Bustly helps agencies, consultancies, and service firms understand what drives revenue and where opportunities lie.

The Challenge Agencies Face

Running a service business requires constant vigilance.

1

Lead Source Confusion

Referrals, content marketing, ads, networking—which channels actually bring clients who convert and stay? Attribution is a mess.

2

Project Profitability Unknown

Some projects feel profitable but aren't when you account for all hours. Scope creep eats margins without anyone noticing.

3

Pipeline Visibility Gaps

Deals stall, follow-ups slip, and opportunities die quietly. No clear view of what's really in your pipeline and when it will close.

4

Client Retention Mystery

Why do some clients stick for years while others churn after one project? Understanding lifetime value is nearly impossible.

How Bustly Solves It

One unified platform that connects your entire stack.

🎯

Lead Attribution

Track which marketing channels bring high-value clients. Measure CAC and ROI by source with real revenue data.

📊

Project Profitability

Real-time margin tracking by project, client, and team member. Catch scope creep before it kills your margins.

📈

Pipeline Analytics

Accurate forecasting based on historical patterns. Know which deals will close and when.

💎

Client Lifetime Value

Track total revenue per client over time. Identify your most valuable relationships and patterns.

⏱️

Utilization Tracking

Monitor billable vs. non-billable time across your team. Optimize resource allocation.

🤖

AI Recommendations

Daily insights: clients to upsell, projects at risk, and pipeline opportunities to prioritize.

Key Metrics We Track

All the metrics that matter for service businesses—updated in real-time.

  • Pipeline value and conversion rates
  • Project profitability and margins
  • Client lifetime value by segment
  • Team utilization and billable hours
  • Marketing ROI by channel
  • Revenue forecast accuracy
Pipeline Value
$1.2M
↑ 24% vs. last quarter
Avg Project Margin
42%
↑ 5% vs. target
Team Utilization
78%
On target
Client LTV
$47K
↑ $8K vs. last year
Success Story

How a digital agency increased project margins by 28%

This 25-person digital agency was growing revenue but margins were shrinking. They knew some projects were unprofitable but couldn't pinpoint which ones or why until it was too late.

"Bustly showed us that our 'favorite' clients were actually our least profitable. We restructured our pricing and now every project hits margin targets."
— David Kim, Agency Principal
+28%
Increase in project margins
+45%
Pipeline conversion rate
85%
Team utilization
2x
Client retention rate

Integrations for Professional Services

SalesforceSalesforce
HubSpotHubSpot
HarvestHarvest
TogglToggl
QuickBooksQuickBooks
XeroXero
AsanaAsana
MondayMonday
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