Productive is the only tool you need to run a profitable agency.
Manage your entire business from one place. Take control over your projects and keep an eye on profitability.
Step 1: Setting up an account
To start using Productive you need to sign-up for a 30 day free trial and our agent will set up an account for you.
Another way is to get invitation from another user in which case you'll get an e-mail for creating an account yourself.
Step 2: Login
Go to https://app.productive.io/login and login with you email and password.
Step 3: Change password
Open the menu by clicking on the avatar icon in the top right corner and select “Settings”.
Click on “Change my password”.
(Now, take a few minutes and put down important information about your company. We strongly suggest you don't skip the next three steps.
To be able to fully use all the features, Productive needs to know a little bit about your organization - what currency will you use, what is your monthly overhead, what services you offer to your clients, what's your salary, who are your employees, etc.)
Step 4: Organization settings
Select “Currency and invoicing” and set currency settings for your organization.
Select “Cost overhead” and enter you initial “Facility cost”.
Select “Service types” and add few service types (e.g. Design, Development, Account management, etc..).
Select “Deal statuses” and add few sales pipeline statuses (e.g. Leads, Opportunities, Awaiting client feedback…).
Step 5: Add your salary
Click on your avatar icon again and select “My profile”.
When you profile is opened, select the “Salary” tab.
Add your salary.
Step 6: Invite your employees
Click on the “Contacts” in the main menu and “Add person button” (big red button on the right).
Select “Add a new user”.
Fill the data and click “Invite”.
When the new user profile shows up open the “Salary” tab and add the salary the same way as before.
Open the user “Actions” menu (the “...” button in the right of the screen) and select “Edit permissions.
Set the user’s “Role in your company”.
Let us know if you need help with setting up your account. Send us a message through the built-in messenger in the bottom right of the screen or e-mail us at