CataleoSoftware Get Your Software Listed Get Listed

Function Point

All-in-one agency management covering CRM, estimating, projects, resourcing and billing.

Starting price
From $53 / user / month
Hosting
Cloud (SaaS)
Visit Function Point

Overview

Function Point is agency management software that has been sold since 1997 and is used by more than 500 creative agencies. It is organised into six modules: CRM and estimating for the sales pipeline, project management with briefs and Gantt charts, resource management for utilisation and workload forecasting, team collaboration with client portals, agency financials covering invoicing, budgeting and retainers, and business reporting on profitability and margin. It is sold per user on two plans, the higher adding QuickBooks integration and custom saved reports.

Our take

Function Point is aimed at agencies that want the new-business pipeline and the finance side under the same roof as the project plan, which is a narrower and more opinionated proposition than a general work management tool. That comes at a price point well above the per-seat tools it sits next to, plus a setup fee, so it earns its place through the support and the one-to-one implementation rather than by being cheap to try. Two things shape the decision: there is no published trial, so evaluation runs through a demo, and an agency that bills through QuickBooks needs the upper plan for that connection.

Key Facts

Category
Starting price From $53 / user / month Standardize plan billed annually; $58 per user and month billed monthly. Optimize is $62 billed annually and $68 billed monthly. An onboarding fee applies to new customers, and registered non-profits get $2 off per seat. Prices in US dollars.
Hosting Cloud (SaaS)

Screenshots

Placeholders. They are replaced as soon as the vendor sends material, and both open the same short form.

Features

Time tracking
Yes, time tracking with billable and non-billable allocation, alongside PTO tracking
Project costing
Yes, estimating, budgeting, expense tracking, retainer management and margin projection
Invoicing
Yes, batch invoicing and retainer billing, with QuickBooks Online and Desktop on the Optimize plan
Resource planning
Yes, resource forecasting with staff utilisation and efficiency reporting
Reporting and controlling
Yes, profitability, utilisation and margin reporting; custom saved reports, data visualisation and report sharing on the Optimize plan
Integrations and API
Zapier integration with two-way company and contact sync to HubSpot and Copper; QuickBooks Online and Desktop on the Optimize plan

Integrations

  • QuickBooks Online
  • QuickBooks Desktop
  • Zapier
  • HubSpot
  • Copper

Deployment and Support

Deployment
  • Cloud (SaaS)
  • Browser-based
Support
  • Email helpdesk
  • Phone
Onboarding
  • Guided onboarding
  • Personal consulting
  • Live online demos and webinars
  • On-site training
Company size
  • Small and mid-sized

Suitability

Industry FreelancersSmall and mid-sizedEnterprise
Agencies Not stated Stated as a fit Not stated
Architecture & Engineering Not stated Not stated Not stated
Consulting Not stated Not stated Not stated
Media & Creative Not stated Not stated Not stated
Technology Not stated Not stated Not stated

The table combines the industries the vendor addresses with the company sizes the tool is aimed at. An empty cell means the combination is not stated, not that it is ruled out.

Pros and Cons

Strengths

  • CRM, estimating, projects, resourcing and billing in one agency system
  • Unlimited phone and email support with a stated average response under one hour
  • One-to-one implementation, a dedicated customer success manager and optional on-site visits
  • $2 per seat discount for registered non-profits

Limitations

  • An onboarding fee applies to new customers on top of the subscription
  • QuickBooks integration and the fuller reporting sit on the more expensive Optimize plan
  • No free trial is published, so evaluation runs through a demo

Pricing

  • Standardize

    $53

    Per user and month billed annually, $58 billed monthly. CRM and client management, project management, resource and time management, financial management and basic business intelligence.

  • Optimize

    $62

    Per user and month billed annually, $68 billed monthly. Adds QuickBooks Online and Desktop integration, custom saved reports, data visualisation and report sharing.

Best For

Alternatives and Comparisons

FAQ

How much does Function Point cost?
Function Point has two plans. Standardize is $53 per user and month billed annually or $58 billed monthly, and Optimize is $62 billed annually or $68 billed monthly. An onboarding fee applies to new customers. Registered non-profits get $2 off per seat. Prices are in US dollars.
What is the difference between the Standardize and Optimize plans?
Both plans include CRM and estimating, project management, resource and time management, financial management and basic business intelligence. Optimize adds QuickBooks Online and Desktop integration, custom saved reports, data visualisation and report sharing.
Is there a free trial of Function Point?
Function Point does not publish a free trial. The pricing page points to a demo instead.
What support is included with Function Point?
Every subscription includes unlimited phone and email support with a stated average response time of under one hour, one-to-one custom implementation, a dedicated customer success manager and product webinars. On-site implementation visits are available as an option.

What users say

Reviews

-

0 reviews

Ease of use
Not rated yet
User interface
Not rated yet
Onboarding
Not rated yet
Support and service
Not rated yet
Value for money
Not rated yet
Features
Not rated yet

No reviews yet. Nothing has been published here yet, and no score is shown. How a review is checked before it appears is described below.

How we check reviews

Reviews are not published yet. The form on a tool's page works and reaches us, but nothing from it appears on this site, so no score here is based on a review. The rules below are the ones that will apply once reviews go live.

Every review is read by a person before it appears. We require a working email address and use it to come back to the author, so a review has a reachable sender rather than being anonymous. We publish positive and negative reviews alike, we pay nothing and offer nothing for a review, and we accept none that was bought or incentivised.

What we cannot do is verify a purchase. There is no shop here and no account, so whether the author really used the tool rests on what they tell us, plus the plausibility of what they write. We say so rather than implying a check that does not exist.

A vendor cannot have a review removed, cannot buy one, and cannot have one changed. Paid placement and a paid listing have no effect on which reviews appear or on any score.

Share your experience

Write a Review

Click a star to rate each area. The arrow keys work as well.

Ease of use
User interface
Onboarding
Support and service
Value for money
Features

Only used to check the review. Never published.

The overall score is the average of the six ratings above. Nothing is weighted, and a paid placement does not change a single one of them.

Last verified:

Ready to take a closer look at Function Point

The link goes straight to the vendor. Some links on this site are affiliate links.

Visit Function Point