Welcome to Projexia
Projexia is an all-in-one project management platform built specifically for agencies. Whether you run a design studio, a marketing firm, a development agency, or any kind of service business — Projexia gives you one place to manage everything.
No more juggling five different tools. No more lost emails. No more “where’s that file?” moments.
What can you do with Projexia?
Here’s a quick look at everything Projexia handles for you:
- Projects — Create projects, set milestones, assign tasks, track budgets, and keep everything organized in one place.
- Clients — Store client contacts, give them their own portal, and even customize the look to match your brand.
- Team — Invite your team, set roles and permissions, and let everyone know exactly what they need to work on.
- Support Tickets — Clients can submit requests, your team can respond, and nothing falls through the cracks.
- Reports — Generate weekly, monthly, or quarterly reports and share them directly with clients.
- Invoices & Billing — Create invoices, send them to clients, and accept online payments.
- File Sharing — Upload, organize, and share files with your team and clients. No more email attachments.
- Real-Time Messaging — Chat with clients and team members right inside the platform.
Three Portals, One Platform
Projexia has three separate portals, each designed for a different type of user:
1. Agency Dashboard
Who uses it: Agency owners, admins, and managers.
This is your command center. You get full control over every aspect of your business — projects, clients, team members, billing, reports, and more. If you’re running the agency, this is where you’ll spend your time.
Get started as an agency owner →
2. Client Portal
Who uses it: Your clients.
Your clients get their own clean, simple portal where they can view project progress, approve deliverables, pay invoices, submit support requests, download files, read reports, and message your team. You can even customize the colors and branding so it looks like your own platform.
3. Team Portal
Who uses it: Your team members (designers, developers, writers, etc.).
Team members get a focused workspace where they can see their assigned tasks, track their time, access project files, and stay in the loop — without getting overwhelmed by admin stuff they don’t need.
Get started as a team member →
Who Is This For?
Projexia is built for service-based businesses that work with multiple clients and need to keep things organized. If any of these sound like you, Projexia is a great fit:
- Digital agencies — web design, development, marketing, SEO, social media
- Creative studios — branding, graphic design, video production
- Consulting firms — strategy, business, IT consulting
- Freelancers scaling up — solo professionals who are starting to build a team
- Any service business that juggles multiple client projects at the same time
If you’re tired of using spreadsheets, shared drives, and a dozen different apps to keep your agency running, Projexia brings it all together.
Quick Navigation
Not sure where to go next? Here are some helpful starting points:
| I want to… | Go here |
|---|---|
| Set up my agency account | Getting Started — Agency |
| Learn how the client portal works | Getting Started — Clients |
| Understand the team portal | Getting Started — Team |
| Learn about specific features | Agency Dashboard |
| Read step-by-step tutorials | Guides & Tutorials |
| Find answers to common questions | FAQ |
If you’re brand new to Projexia, start with the Getting Started guide for agency owners. It walks you through everything from creating your account to inviting your first client.