Retainers that renew themselves
Set pages, off-page, GMB, client meeting, report day and contract hours once. Each month starts on the 1st.
For SEO and digital agencies
Project management built for SEO agencies
Run every retainer as a month that starts itself on the 1st. Pods see each client's pages, off-page, GMB and report due dates, leads track contract hours, and owners see client health and renewals before they become a problem.
Client months that start automatically
Work grouped by content, on-page, off-page and GMB
Client health score with reasons
Pod · November
AClient onePages 6/8 · Off-page 20/30Report in 3 days
BClient twoContract 40 h · used 44 hOver hours
AClient threeContract ends 30 NovRenewal soon
Client health78
- of the month, every retainer starts itself
- 1st
- agency work types on every board
- 8
- client health score with reasons
- 0–100
- client grades
- A–E
Why teams switch
Every client's month, on schedule
Agencies juggle dozens of retainers with the same monthly rhythm. Generic project tools make you rebuild that rhythm by hand every month.
Pods, not just teams
Each pod lead sees every client's month at a glance: report overdue, due this week, renewal soon, over contract hours.
SEO figures on the client
Monthly Search Console, Business Profile, backlinks, authority and PageSpeed figures, charted per client.
Health before renewal
A 0–100 client health score with reasons, a renewals list and a report calendar for owners.
What is included
Agency mode in XCodefix Projects
Switch a workspace to SEO Agency mode and the whole app speaks agency.
Boards by work type
- Content, Design/Dev, On-page, Off-page
- GMB, Pages, Report and Admin
- Simpler task forms with client and work type
- My work grouped by client
Pods
- Pod strip with every client's month state
- Filters: report overdue, due this week, renewal soon
- Who has acknowledged today's plan
- Pods linked to HRMS departments
Client master
- Grades A–E, account manager and pod
- Contracts with end dates
- Encrypted credential vault, every reveal audited
- On-page checklist and monthly SEO reports
Agency reports
- Report calendar and report-sent status
- Client health score with reasons
- Renewals and contract hours
- Pods and workload
How it works
Up and running in three steps
- 1Import your clients
Bring your client list, contracts and pods from spreadsheets. We help with the move.
- 2Set each retainer
Pages, off-page, GMB, report day and contract hours, with an owner for each kind of work.
- 3Let the month run
Months start on the 1st, plans go out each morning and the report calendar keeps you on time.
Better together
Connected to the rest of your apps
Every XCodefix app shares people, companies and sign-in, so data entered once is used everywhere.
How is this different from a generic project tool?
Agency mode is built around the monthly retainer: each client month starts automatically, boards are grouped by SEO work types, and leads see report due dates, contract hours and renewals for every client at once.
Can we track contract hours per client?
Yes. Each retainer has contract hours, and the pod view flags clients that go over. Time comes from the timer, manual entries or TeamTrack.
Where do client passwords go?
Into the encrypted credential vault on each client. Only admins and owners can open it, and every reveal is recorded.
Can we send monthly reports from here?
Projects tracks each client's report day and lets you mark the report as sent, with a report calendar for the whole agency.
Free 30-minute demo
Run your agency on one calendar
Tell us how many retainers you manage. We will show agency mode with your pods and clients.
- Set up around your company, not a generic tour
- Help moving data from spreadsheets and other tools
- Already a customer? Sign in to your apps