For agencies

Many clients, many producers,
one operating system.

Plero gives independent agencies one place for work in motion: pipeline, estimates, projects, producers, contractors, invoices, and margin.

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What this is

Agencies need a clear view of work in motion.

An agency is rarely running one thing. Each producer has opportunities, projects, budgets, contractors, client notes, and invoices moving at the same time.

Plero turns that into a shared operating view so leadership can see what is coming, what is live, who owns it, and what the work is worth.

The agency sees what is moving without asking everyone for status.

Pipeline

Every opportunity with owner and value.

Track new business by stage, producer, value, close date, and client so the next quarter is visible before it lands.

Move the HarborFoods rollout into negotiating, assign Nina as producer, and update the close date in one pass.

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Projects

A shared view for live work.

See active work by client, producer, budget, phase, and date. Drill into the project for the contractors, invoices, and scope that belong to it.

Pull Monday status by producer: which projects are shooting, which are in review, and which budgets are tight.

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Chloe in the work

Ask Chloe inside the same Plero shell.

The chat is not separate from the system. It reads the same client work, money, scope, and team context shown on the page.

Chloe
Give me the Monday risk on HarborFoods before the rollout meeting.
search_clients0.3s
HarborFoods has the active retail rollout, a $105,000 production estimate still submitted, and a $28,000 open balance. The national rollout is already in proposal, so cash and scope need to stay visible together.
ClientHarborFoods
Open balance$28,000
ProjectRetail Rollout active
EstimateProduction estimate - $105,000 submitted
PipelineNational Rollout - $180,000 proposal
Create Monday briefHarborFoods AR, rollout scope, and national proposalCombines client balance, live work, submitted scope, and pipeline context.
I would lead the meeting with the open balance and submitted rollout scope before talking expansion, so the next proposal does not outrun collections.
Ask Chloe...
Talent OS

The contractor roster inside the project system.

Keep freelancers attached to the projects they support, with onboarding, rates, assignments, bills, and year-end reporting in the same place.

Assign a motion designer to two launch projects and carry the approved rate through both budgets.

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Reports

Revenue and margin by client and producer.

Know which accounts are growing, which producers are carrying margin, and where contractor spend is eating the plan.

Compare Q2 by producer and client before the monthly finance review.

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The win graduates

The signed contract turns the pitch into the account’s next project.

New Business holds the deal — Pipeline, Estimates, Contracts — so leadership sees the deal in the order it actually moves. When the contract signs, the engagement graduates into Projects with its story intact: the estimate versions, the producer’s notes, the client history. Nothing re-enters. Nothing starts blank.

HarborFoods signs the rollout and the project opens with the $105,000 approved scope, Nina as producer, and the whole pursuit history behind it.

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The tier

Most agencies live on Ultra.

Scale gives the agency pipeline and estimate depth. Ultra opens the talent layer, where many independent agencies do their real operational work.

Billing cycle

Save up to $240/yr

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The won work

Launch

For freelancers and small creative companies running the work they have won — clients, projects, contracts, invoices, and the portal clients return to.

$29/mo

Billed annually

Included at this tier

Client Portal

ClientsProjectsInvoicesContractsClient PortalChloe

Best for: Small creative companies delivering won work and getting paid.

Client and contact management with branded portal
Project tracking with budgets and status
Professional invoicing with PDF downloads and manual payment tracking
Contract templates and e-signatures
Expense and service tracking
Recommended

New business

Scale

For creative companies pitching new work: leads tracked in the pipeline, estimates priced from real numbers, approvals through the client portal.

$59/mo

Billed annually

Included at this tier

Pipeline + Estimates

Everything in LaunchPipelineEstimatesEmail brandingMore Chloe usage

Best for: Active creative companies pitching and scoping new business.

Pipeline and opportunity tracking
Estimates with bid templates and Chloe review
Estimate sharing, revisions, and approvals through the client portal
Estimate-to-project workflows
Estimate-to-invoice conversion

Talent OS

Ultra

For creative companies that bring freelancers, collaborators, or part-time talent into the work every month.

$129/mo

Billed annually

Included at this tier

Talent OS

Everything in ScaleTalent OSUnlimited contractorsFull Chloe usage

Best for: Creative companies with a recurring roster of freelancers, collaborators, or part-time talent.

Unlimited contractors, no per-seat fees
Contractor onboarding and profile management
Assignments and project allocation
Branded talent portal that matches your company
Contractor invoices and bill management
Time tracking and document management
For your work

Different company shape, same operating core.

For your work

Photographers

Plero keeps the whole photography company in one place: clients, usage terms, day rates, retouching, invoices, and the people who help deliver the work.

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For your work

Small shops

Plero keeps small shops organized around how the work actually moves: discovery, concept, system, application, retainer, handoff, collaborator.

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For your work

Freelancers

Plero keeps the two sides of a freelance career straight: who pays, who the work is for, what brand it belongs to, and what is still outstanding.

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For your work

Production companies

Plero keeps production companies organized around the actual job: estimate, client, crew, vendors, deposits, invoices, approvals, and wrap.

See how Plero fits
For your work

Content shops

Plero gives content shops one place to run the cadence: scopes, recurring services, approvals, contractors, invoices, and client reporting.

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For your work

Digital creators

Plero gives creator-led studios one place for the business around the audience: sponsors, content packages, launches, collaborators, invoices, contracts, and reporting.

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For your work

Motion teams

Plero keeps motion and post-production teams organized around the delivery path: estimate, phase, revision, specialist, approval, invoice, and profit.

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For your work

Experiential companies

Plero keeps experiential companies organized around the live moment and everything around it: estimate, venue, vendor, crew, deposit, invoice, and wrap report.

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Questions

What agencies ask before they move into Plero.

Specific answers for this kind of work, so the page is useful before anyone starts a trial.

How does migration work for an agency with messy client and project history?

Plero includes migration tools for CSV/XLSX files and common exports, with mapping, validation, preview, and review before import. Agencies can bring over clients, projects, invoices, contractor lists, and pipeline data in stages instead of forcing one risky all-at-once move.

What can Chloe answer for agency leadership?

Chloe can read across pipeline, projects, invoices, contractors, and reports to answer questions like which producers are carrying margin, which accounts are late, what work is at risk, or how contractor spend is affecting the month.

Can our team use Plero inside Claude or ChatGPT?

Yes. Connect Plero to compatible AI clients including Claude, ChatGPT, Cursor, and Codex. Agencies can use live Plero context in the AI tools they already use, while keeping the operational source of truth in Plero.

Why try Plero if we already have project management tools?

Most project management tools do not connect pipeline, estimates, contractor spend, invoices, reports, and AI context in one operating view. Plero is designed for the agency business layer around the work, not just the task list inside the work.

The soft landing

Two minutes to a running studio.

Name your studio, set your invoice and signing identity, activate Chloe, make your first move — a two-minute setup wizard, then four hands-on Meet Chloe missions that put her to work on your real data.

You don’t configure Plero. You step into it.

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Free trial

Bring over the active book, producer map, and talent roster.

Start a trial with real accounts in motion, contractor volume, and finance questions that deserve one place.

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