The simplest way to run client work.
Say goodbye to five tools taped together. Milepost is the engagement hub for agencies — CRM, projects, contracts, billing, and a client portal, finally on the same page.
Half an hour, on an engagement shaped like yours. No slideware.
An engagement hub like no other
Everything hangs off the account
Contacts, pipeline, contracts, projects, invoices, tickets — one thread per client, not seven tabs per question.
Your clients are in it too
Every account gets a portal scoped to exactly their stuff. Status meetings get shorter when the status is always visible.
Nothing falls through
Scope changes need client approval. Rates get captured with the hours. The paperwork keeps up with the work — by design.
If it's part of the engagement, it's in here
Add an account. Everything else hangs off it.
Keep scope honest
Scope creep isn't a client problem — it's a paperwork problem. In Milepost, a change order goes to the client, gets approved in their portal, and only then amends the SOW. Invoices are built from the hours that were actually logged, at the rates that were actually agreed.
No month-end spreadsheet archaeology!
Change-order approvals
Scope changes go to the client for approval before the SOW moves an inch.
Snapshot rates
Every time entry keeps the rate that was true when the work happened.
Capacity tracking
Hours land against the capacity they were logged as — retainer math stays honest.
Workflow templates
The engagement you run every month, saved as a starting point.
Contractor scoping
External folks see their project. Not your pipeline, not your rates.
Utilization & billing reports
Monday-meeting numbers without a single spreadsheet export.
Give every client their own front door
Clients sign in with their email — optional two-factor, no new tool to learn. They see their projects, invoices, tickets, and approvals. Nothing else.
Scoping is enforced by the API, not hidden by the interface.
Connected to the rest of your stack
Milepost is part of the Intellizu suite — monitoring, maintenance, and feedback flow into each account on their own.
Managed WordPress ops — site health and maintenance feed each account's picture.
Compliance monitoring that rolls up into client-ready reports.
Keeps relationships warm between engagements.
Structured client feedback, attached to the right account.
Designed for the whole agency
Owners
- Every client relationship in one thread
- Pipeline next to delivery, not in another tab
- Utilization you can act on
Delivery leads
- Milestones, tasks, and phases per project
- Templates for repeatable engagements
- Contractors scoped to their project
Finance
- Invoices built from logged work
- Rates captured at entry time
- Change orders with a paper trail
Your clients
- A portal scoped to their account
- Sign-in from their inbox, MFA optional
- Approvals and invoices, not email threads
See your next engagement in Milepost
It takes half an hour — and guess what? You don't have to migrate a thing just to look.