Function Point review

Function Point is purpose-built for agencies, and it covers the full job cycle that general project tools leave out. Every plan includes client management, customer and creative briefs, estimates and proposals, a sales pipeline, workback schedule estimates and change order tracking. Projects sit in a campaign and project hierarchy with schedule templates, Gantt charts, task dependencies and kanban boards. Resourcing forecasts by role and staff, including tentative projects and PTO. On the money side, it handles billable and non-billable time, expense tracking and markup, batch invoicing, blended, role or staff rates, campaign and task budgets and retainers, and reports profitability by client, project and service. Standardize costs $53 per user a month on annual billing; Optimize adds the QuickBooks Online and Desktop integration and BI reporting at $62. New customers pay an onboarding fee, and the interface is more traditional than newer tools.

Who it is for

Small and midsize creative, advertising and PR agencies that want estimates, jobs and invoicing in one agency-specific system.

Price

Standardize from $53 per user per month on annual billing; Optimize from $62 adds QuickBooks Online and BI reporting.

Standardize Base FP Subscription $53 /user monthly
Quoted from the vendor pricing page on November 6, 2026.

Key features

• Customer and creative briefs, estimates, proposals and change order tracking
• Campaign and project hierarchy, schedule templates, Gantt charts and task dependencies
• Resource forecasts by role and staff, including tentative projects
• Retainer management, batch invoicing and blended, role or staff rates
• Profitability by client, project and service, plus margin projection

Strengths and weaknesses

• Strength: Built for agency workflows from brief to invoice
• Strength: Retainer management and expense markup are in every plan
• Strength: Dedicated customer success manager and unlimited phone and email support
• Weakness: Onboarding fee for new customers
• Weakness: QuickBooks integration and custom saved reports need the Optimize plan
• Weakness: Higher per-user price than general project tools

Key facts

• Plans: Standardize and Optimize
• Annual billing: Save over 11% versus monthly
• Nonprofit discount: $2 off per seat
• Support: Less than 1 hour average response time, per Function Point

Where it ranks

Function Point is No. 7 in our Best Project Management Software for Agencies verdict.