Run your whole agency from one calm place.
Metalyde replaces the six-tab sprawl with a single operating system — clients, campaigns, tasks, team capacity, calendar and finance, all in one workspace where margin and deadlines stay in view.
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The operating system behind modern agencies
Wordmarks shown are illustrative placeholders, not real companies.
Your agency runs on tabs, not a system.
Scattered tools quietly cost you margin, time and calm. Metalyde pulls the whole operation into one place.
Tabs, not a system
A PM tool here, a CRM there, finance in a fourth app. Context lives in nobody's head and everybody's browser.
Blind on margin
Spreadsheets reconcile last month after it's too late to act. Which campaigns actually made money? Hard to say.
Deadlines slip quietly
Capacity is guessed in DMs. Someone's underwater, someone's idle, and the missed milestone surfaces in the client call.
One calm OS
Clients, campaigns, tasks, capacity and finance share one source of truth — so margin and deadlines stay visible while the work happens.
One OS. Every part of the agency.
Six connected pillars sharing one source of truth — so the whole operation moves together.
Every account, with health you can read at a glance.
Profiles, contacts, retainers and lifetime revenue live in one hub. Health and MRR sit right next to the name, so the account that needs you is obvious.
- Account manager + retainer on every record
- Health signals from real delivery, not gut feel
- Lifetime value and outstanding in one view
Plan the work and watch the margin at the same time.
Each campaign tracks budget against actual spend as the work happens. Progress, owner and target margin are never more than a glance away.
- Budget vs actual updates as time is logged
- Target margin set per campaign
- Board and table views of every project
One board for every task across every campaign.
Drag work across status, filter by assignee or priority, and see overdue items before they surprise a client. No more hunting across projects.
- Global kanban with drag-and-drop
- Filter by assignee, campaign or priority
- Overdue and due-soon surfaced automatically
Know who's underwater and who has room — this week.
Utilization is computed from logged hours against capacity, so you can rebalance before someone burns out or sits idle.
- Billable hours vs weekly capacity
- Over- and under-utilization bands
- Workload per member and per campaign
Deadlines, launches and milestones on one timeline.
Task due dates and campaign milestones flow into a shared calendar. The next launch and the next invoice are never a surprise.
- Task due dates and events in one place
- Month and week views
- Per-client and per-campaign filtering
Revenue, margin and MRR — in real time, not next month.
Invoices, retainers and P&L roll up into a finance hub. Blended margin and outstanding stay current, so decisions don't wait on a spreadsheet.
- Revenue, blended margin and MRR up to date
- Invoices and recurring retainers
- Margin by client and a rolling P&L
From kickoff to invoice in one flow.
No exports, no reconciliation. Each step feeds the next, and the numbers stay live.
- 1
Onboard the client
Add the account, contacts and retainer. Health and MRR start tracking from day one.
- 2
Plan the campaign
Set scope, budget and target margin. Break it into tasks on the board.
- 3
Track work & capacity
The team logs time against tasks. Utilization and progress update as it happens.
- 4
See margin in real time
Revenue, spend and blended margin roll up the moment work lands — then invoice.
Less tool-switching. More margin in view.
Illustrative outcomes of running the agency on one OS — your mileage will vary.
Replace the PM, CRM, capacity and finance sprawl with a single OS.
Blended margin updates as work is logged — not at month-end.
Revenue, deadlines and capacity share one screen the team trusts.
Figures above are illustrative and not based on measured customer data.
“We were running the agency across six tabs and a spreadsheet I didn’t trust. Now the team plans, delivers and bills in one place — and for the first time I can see margin while the work is still happening.”
Illustrative quote from an invented persona — not a real customer.
Pricing that scales with the agency, not the seat count.
Retainer-friendly plans with everything you need to run delivery and finance in one place.
Studio
For small teams running a handful of accounts.
billed annually
- Up to 5 team members
- Clients, campaigns & tasks
- Shared calendar & deadlines
- Basic finance & invoicing
Illustrative pricing for this demo. All plans open the same fully seeded demo workspace.
Questions, answered.
The things agency owners ask before switching.