Project management built for creative studios
Trajectry combines task management, team scheduling, real-time budget tracking, and a built-in sales pipeline — everything a creative agency needs to run projects without the spreadsheet chaos.
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Built for creative teams that manage work, people & budgets
See it in action
Click through the views your team will use every day.
All data shown is from a real sample workspace — the same one you'll get when you sign up.
Everything your studio needs
Stop switching between five tools. Trajectry brings tasks, budgets, scheduling, and sales into one focused workspace.
Task management
Sections, subtasks, priorities, due dates, multi-assignee, link attachments, and comments — everything you need to keep projects moving.
- Sectioned list view
- Subtasks & dependencies
- Multi-assignee support
- Link attachments
- Custom status workflows
- Import from CSV
- Automatic status transitions
Live budget tracking
See billable cost vs what your team actually gets paid — and know your gross profit in real time. Track hard expenses, spot over-budget projects instantly, and export a clean CSV for any stakeholder.
- Billable cost vs actual pay per person
- Freelancers can view their own payment history
- Gross profit & margin per project
- Fixed fee & T&M projects
- Expenses with custom categories
- Pro-bono & discounted value tracking
Team scheduling
Visualize your team's workload across a 4-week rolling view, spot capacity gaps before they become problems, and see every task allocation per person per day.
- 4-week rolling view
- Team & projects view
- Per-person capacity tracking
- Time-off management
- Freelancer scheduling
Sales pipeline
Track leads from first contact to signed contract. Convert a won deal into a fully scoped project in one click, complete with phases and tasks.
- Custom pipeline stages
- Lead-to-project conversion
- Phase & task templates
- Opportunity value tracking
- Client management
Time tracking
Log time against tasks with a one-click timer or manual entry. Every hour is automatically mapped to the right project and budget line.
- One-click timer
- Manual time entry
- Time log per task
- Hours by team member
- Feeds directly into budget
Reports
Understand profitability, team utilization, and project health at a glance. Filter by date, client, or project to drill into what matters.
- Billable vs actual cost
- Gross profit & margin per project
- Team utilization
- Time by project & person
- CSV export
Role-based access
Control exactly what each person can see — down to whether members and freelancers can view assignees, budgets, or reports at all. Keep salary rates and budget figures private while still giving everyone full task access.
- Owner / Admin / Member / Freelancer roles
- Hide salary & budget data
- Restrict to assigned tasks
- Pipeline access control
- Per-role visibility for assignees, budgets & reports
Client management
Your full relationship with each client in one place — active projects, pipeline opportunities, revenue history, and point-of-contact details, all linked and always current.
- Revenue & spend across all projects
- Pipeline leads tied to the client
- Project status breakdown
- Per-project client point of contact
- Edit contact name & email
Cash flow tracking
Map out every payment milestone across your projects and see exactly when money is coming in. Toggle paid or unpaid in one click and keep your pipeline clear.
- Payment milestones per project
- Month and year views
- Paid / unpaid status toggle
- Dashboard cash flow widget
- Filter by project or client
Win-rate reporting
Every lead in a period, and what it actually came to. Won, lost, still open, and the win rate that falls out of the two decided columns.
- Win rate by period
- Won vs lost value
- Filter by any date range
- CSV export of the whole pipeline
- Notes and description carried through
Live team tracking
See who is on the clock right now and what they are on, without asking. Admins only, and nobody can stop anyone else's timer.
- Who is tracking, in real time
- The task each person is on
- Long-running timers flagged
- Visible from the header and the Team page
- Hidden from members and freelancers
iPhone app
The parts you need away from a desk. Start a timer on set, add a task, check what a project has run up, move a won lead into a project.
- Start and stop timers anywhere
- Tasks, projects and pipeline
- Create a project from a won lead
- Switch between workspaces
- Your pay and hours to date
From first meeting to final delivery
The whole lifecycle of a project, without the spreadsheet chaos.
Capture the lead
Add an opportunity to your pipeline with value, client, and notes. Move it through your custom stages.
Convert to project
One click converts a won deal to a project. Phases, tasks, assignees, and dates all auto-populate from your template.
Run the work
Team schedules tasks, logs time, and moves status forward. Budget updates in real time as hours are logged.
Approve & wrap
Mark the project approved. It moves off your active board but stays on the schedule for historical workload reference.
Simple, transparent pricing
One plan, all features, no per-feature paywalls. Pay for seats, not capabilities.
Everything included in both plans
Got a beta code?
We're onboarding a small group of studios and agencies before our public launch. If you have a beta access code, you get free access for the entire beta period — no credit card required.
Redeem beta codeNo credit card required for beta access
Ready to bring order to your studio?
Join studios already using Trajectry to deliver projects on time and on budget.
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