7Desk is an all-in-one workspace designed specifically for agencies. It offers a comprehensive platform that allows users to manage projects, track time, send invoices, and collaborate with teams and clients—all in one place. The platform is built to scale from freelancers to full-scale agencies, making it a versatile solution for businesses of all sizes.
With features such as project management, task boards, invoicing, team chat, file storage, and AWS-style access control, 7Desk simplifies the workflow for agencies. It also provides financial reporting, client portals, and email server integration, ensuring that all aspects of an agency's operations are covered within a single interface. 7Desk is free to start, making it accessible for new users to explore its capabilities before committing to a paid plan.
7Desk operates by consolidating multiple tools into one unified platform. Users can create and manage projects using Gantt charts and milestone tracking. Task boards allow for Kanban-style organization with drag-and-drop functionality, while time tracking ensures accurate billing and productivity monitoring.
The invoicing system supports professional templates, recurring invoices, and automated payment reminders. A client portal gives clients secure access to project files, progress updates, and invoice details. Team communication is facilitated through real-time messaging channels, and file storage includes version history and granular access controls.
Invoicing and financial reporting are integrated to provide insights into revenue, expenses, and profit margins. Email servers are connected with IAM (Identity and Access Management) controls, allowing teams to manage their inboxes efficiently. The platform also offers advanced security features, including role-based access control and audit logs for compliance.
| Feature | Description |
|---|---|
| Project Management | Gantt charts, milestone tracking, and resource allocation |
| Task Boards | Kanban-style organization with priorities and subtasks |
| Invoicing & Billing | Professional templates, recurring invoices, and payment tracking |
| Team Chat | Real-time messaging, file sharing, and threaded conversations |
| File Storage | Unlimited uploads with version history and access control |
| Financial Reports | P&L statements, cash flow analysis, and revenue tracking |
| Client Portal | Secure access for clients to view progress and pay invoices |
| Email Servers | IMAP/SMTP integration with IAM controls |
| Security | Role-based access, audit logs, and enterprise-grade protection |
