Multi-project, multi-PM, contractor crews — coordinated.
Plero is built for the way an independent agency actually operates — many clients in flight, many producers running them, a contractor crew on every project. Chloe lives inside Plero and runs the operational mechanics across all of it.
Independent agencies run multiple client engagements at once, with multiple producers running them and a contractor crew on every project. Billing happens across clients, across phases, across crews — and the numbers need to roll up so leadership can see margin by project, conversion by pipeline stage, and contractor spend at year-end. Plero knows this shape and Chloe runs the operational mechanics across all of it.
Real interactions, sized for your work.
“Find every project across all clients that has been quiet for more than two weeks.”
She returns the project list with the producer on each, the last-activity dates, and the client — ready for the producer huddle.
“Review every estimate in the pipeline this week before they go out.”
She runs the estimate-review pass across all active estimates. Flags the line items with $0 rates, the contractor rates that have aged out, the sections missing a date. Returns the list grouped by producer.
“How did Q1 compare to last year? Revenue by client, margin by project, contractor spend by category.”
She runs the period comparison and returns the numbers in plain English with the underlying figures, sliced the way leadership asks for.
“Generate the 1099 report for last year. Show me the ones missing a W-9 first.”
She filters contractors paid more than $600, surfaces the ones missing a W-9, and exports the report ready for your accountant.
Ultra $99/mo annual
An agency runs the full operational stack — multi-PM Operations, full Pipeline and Estimates on the New Business side, advanced Financials with period reporting, and the entire Talent OS for the contractor crews on every project.
Team management gives each producer, accountant, and project manager the access scope that fits their role.
Run the agency from inside Plero.
Founding agencies and creative teams are joining now. A short engagement to import your client list, your contractor library, the producer team, and the project history — and start running the next pipeline week from one operational system.