Stop managing 6 tools.
Start managing clients.
Campaign boards, white-labeled client portals, publishing calendars, and profitability tracking — purpose-built for agencies managing multiple clients. Not adapted from a sprint tool.
Trusted by growth agencies in 28 countries
200+
agencies onboarded
in 28 countries
12k+
campaigns managed
across all clients
4.9★
average G2 rating
from 130+ reviews
$0
to get started
free for up to 10 users
One platform
Everything your agency needs. Nothing you don't.
Built ground-up for agencies — not retrofitted from a generic project tool.
Campaign Boards
Kanban + list views per client
Client Portals
White-labeled, magic-link access
Publishing Calendar
All channels, approval gated
KPI Dashboards
Auto-updated from campaigns
Profitability Tracking
Margin per client, live
Time Tracking
Per task, per campaign
Task Management
Lists, boards, Gantt, workload
Approval Workflows
Gate content before it ships
Document Storage
Briefs, assets, decks per client
AI Assistant
Trained on your knowledge base
Workload View
Team capacity at a glance
Agency Dashboard
Every client, one view
Custom Reports
Drag-and-drop report builder
Automations
Rules that run workflows for you
Client Messaging
In-portal threaded comments
Forms & Intake
Client briefs via public URLs
The real problem
Your agency runs on duct tape.
It costs more than you think.
The average agency stitches together 6 tools to manage clients: a PM tool, a time tracker, a client-facing doc, a spreadsheet for margin, an approval inbox, and a publishing calendar. Each handoff creates friction, data loss, and a version confusion problem nobody owns.
The status update spiral
A client asks where Campaign A stands. You pull data from your PM tool, paste it into a Google Doc, format it into a slide, send an email — and get a follow-up question 2 hours later. With Harmny Tasks, you send one link to their portal and the question never gets asked.
The profitability blind spot
Time tracking lives in one tool. Revenue lives in your accounting software. Nobody connects them. You discover a client is 40% over-serviced at quarter-end — after the work is done. Harmny Tasks flags it while you can still renegotiate scope.
The approval paper trail
You share a Figma link. The client emails back. Someone updates the asset. A second stakeholder reviews a different version. By the time content goes live, nobody's certain which version was signed off. Harmny Tasks timestamps and locks every approval to a specific file version.
These aren't edge cases. They're every week for agencies without the right system.
Fix it for free — up to 10 users"We manage 22 active client campaigns. Harmny Tasks is the first tool designed for how agencies actually work. The client portal alone changed how we present to clients — we look like a much bigger operation than we are."
From brief to live — every client, every campaign.
Campaign boards in Harmny Tasks aren't renamed task lists. Each campaign tracks its own brief, milestones, budget vs. actual spend, and approval chain — isolated per client so nothing bleeds between accounts. When a campaign moves from Planning to Live, the publishing calendar, client portal, and profitability tracker update automatically.
- Kanban boards scoped per client — accounts stay isolated
- Agency templates: social, paid, content, and product launch
- Budget tracking tied to hours logged — margin visible per campaign
See every client at once. Before they call.
Most tools show you tasks. Harmny Tasks shows you clients. The agency portfolio rolls up every account into one dashboard: campaign health, retainer utilization, pending approvals, and whether the work is on track to be profitable. It's the view your ops team has been rebuilding in spreadsheets every Monday morning for years.
- Client health cards: On Track, At Risk, Needs Attention
- Retainer utilization: hours burned vs. scope in real time
- Pending approvals and overdue deliverables flagged per account
Clients see what they need. Nothing they don't.
Sharing a task view with a client isn't a portal — it's your internal workspace with permissions dialed back. Harmny Tasks generates a white-labeled portal with the client's logo, their colors, their name. Accessible via magic link. No account creation. They approve content, leave comments, track KPIs. You keep control of everything else.
- White-labeled with client logo and brand colors — not yours
- Magic-link access — no client account, no onboarding friction
- Every approval timestamped and logged — no email thread needed
Numbers that update themselves.
Every other tool shows you a dashboard you have to manually fill. Harmny Tasks KPI dashboards pull from your active campaigns — reach, CTR, email performance, ROAS — and update as campaigns progress. No copy-pasting from ad platforms. No spreadsheet that's wrong before you close it.
- Channel breakdown: social, email, paid, and organic in one view
- Auto-populated from campaign data — no manual entry ever
- Reports share directly to client portal with a single toggle
Nothing ships without sign-off. Nothing.
The publishing calendar isn't a separate tool you need to sync. Every deliverable added to a campaign board appears on the calendar automatically — with its channel, scheduled date, and required approvals. Approval gates block anything from moving to Live until the client signs off.
- All channels in one view: Instagram, LinkedIn, email, blog, paid
- Auto-populated from campaign boards — no double-entry
- Approval gate prevents publishing without logged client sign-off
Every sign-off tracked. No email threads. No "which version?"
Approvals in Harmny Tasks are structured events — not Slack messages or email chains that disappear. Submit for internal review, route to the client, get signed off, move to published. Every step logged with a timestamp and the exact version approved. Disputes go from weekly to never.
- Multi-stage: internal review → client approval → publish
- Full version history — client always approves the right file
- Automated reminders if approval is sitting idle for 24h
One connected system
Zero manual syncing.
One thread through everything.
Add a deliverable to a campaign. It appears on the calendar. The client approves it in their portal. The KPI dashboard updates. Time rolls up to the profitability report. No webhooks. No copy-paste. No spreadsheet maintenance.
Campaign Board
Brief → milestones → budget
Publishing Calendar
Auto-populated per channel
Client Portal
Approval gates enforced
KPI Dashboard
Metrics update in real time
Profitability Report
Hours → margin, per client
No credit card · Free up to 10 users · Cancel any time
Side by side
Why agencies switch. And stay.
These aren't cherry-picked features. They're capabilities agencies have requested on G2, in community forums, and in customer interviews — for years.
| Feature | Harmny Tasks | ClickUp | Monday | Asana |
|---|---|---|---|---|
| Campaign management (agency stages) Others use generic boards requiring manual setup | ~ | ~ | ~ | |
| Branded client portal (magic-link access) Competitors offer shared views — no white-label | ||||
| Multi-client portfolio health view Others lack client-level profitability rollup | ~ | ~ | ~ | |
| Publishing calendar (connected to tasks) Requires 3rd-party tools on all competitors | ||||
| Content approval gates (blocks publishing) Others have status fields — only Harmny enforces the gate | ~ | ~ | ~ | |
| Profitability tracking (time → margin) Not available on any competitor as of April 2026 | ||||
| KPI dashboards (auto-update from campaigns) Competitors require manual input or API integration | ~ | ~ | ~ | |
| AI assistant (trained on your knowledge base) Others use generic AI; Harmny Tasks uses your internal docs | ~ | ~ | ~ |
From agencies like yours
What happens after they switch
"We manage 22 active client campaigns. Harmny Tasks is the first tool designed for how agencies actually work. The client portal alone changed how we present to clients — we look like a much bigger operation."
Tara Okonkwo
Founder, Apex Creative Co.
"Found two clients we were over-servicing by 30% in the first two weeks. Profitability tracking paid for the tool in month one. I wish we'd had this three years ago."
James Ramirez
COO, Meridian Growth Agency
"We cancelled Asana, our separate calendar tool, and our status-reporting spreadsheet. One platform replaced three. Our Monday morning ops meeting went from 90 minutes to 20."
Sarah Park
Director of Ops, Sonder Digital
Pricing
Simple. Transparent. No surprises.
Start free. Upgrade when you grow. Annual billing saves 20%.
Free
$0
Forever. Up to 10 users.
- Campaign boards
- Publishing calendar
- Client portal (1 client)
- Profitability tracking
- Email support
Starter
$8 / user / mo
Billed annually. $10 month-to-month.
- Everything in Free
- Unlimited clients & portals
- Full profitability reports
- KPI dashboards
- Priority support
Growth
$16 / user / mo
Billed annually. $20 month-to-month.
- Everything in Starter
- AI assistant (trained on your docs)
- White-label email notifications
- Custom approval workflows
- Dedicated onboarding
No credit card required to start · Cancel any time · SOC 2 Type II compliant
Getting started
Running in under 15 minutes
No implementation project. No training week. No consultant required.
Create your agency workspace
Sign up free. Name your workspace. Add your logo. Takes 90 seconds.
Add your first client & campaign
Import from a spreadsheet or start from an agency template. Your first campaign board is live in minutes.
Invite your team — and your client
Add team members by email. Send your client their magic-link portal. No onboarding call needed.
Questions agencies ask before switching
Honest answers. No sales spin.
Ready to build a team people actually stay for?
Free forever for up to 10 users. No credit card required. Your data exports cleanly if you ever decide it's not the right fit.