Function Point
Function Point is an agency management platform for workflow, projects, operations, and finances.
What Function Point is
Function Point is an agency management platform for workflow, projects, operations, and finances. Its CRM covers sales pipeline tracking, revenue forecasting, customizable estimates, and rate cards. Project management includes Gantt charts, Kanban boards, task dependencies, workflow notifications, file sharing, and budgets. Resource tools support staff and role forecasting, tentative project forecasts, PTO tracking, customizable calendars, and billable or non-billable time tracking. Financial features include expenses, batch invoicing, project and task budgets, retainers, and staff, role, or blended rates. Integrations listed include Stripe, Zapier, QuickBooks Online, Google and Outlook calendars, Asana, and a REST API. QuickBooks integration, custom saved reports, data visualization, and report sharing are Optimize-only. Standardize costs $53 a month with annual billing or $58 a month monthly. Optimize costs $62.00 USD annually or $68.00 USD monthly. There is no free plan.
Good
- CRM with forecasting and estimates
- Gantt and Kanban project views
- Billable and non-billable time tracking
- Financial and invoicing tools
- Multiple listed integrations
Watch out
- No free plan
- Optimize-only reporting and QuickBooks features
- New customers pay an onboarding fee
- Uploaded files are not actively malware-scanned
Who it suits
Function Point is intended for small and mid-sized creative agencies managing projects, staffing, time, and finances. It suits teams that need agency workflow and financial tools in one web platform.
Verdict
Function Point brings agency CRM, project, resource, and financial management together with web and API access. Choose between Standardize and Optimize based on whether the higher-tier reporting and QuickBooks features are required.
Plans and prices
From Function Point's own pricing page, checked 24 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Standardize | $53 a month | Base FP Subscription · Annual billing; page says save over 11% on annual billing. |
| Optimize | $62 a month | Base FP Subscription · QuickBooks Online · BI Reporting · Annual billing; page says save over 11% on annual billing. |
| Standardize (annual billing) | $53 a month | Base FP Subscription · Annual billing; page says monthly payment is based on a 1-year subscription term |
| Standardize (monthly billing) | $58 a month | Base FP Subscription · Monthly billing |
| Optimize (annual billing) | $62 a month | Base FP Subscription · QuickBooks Online · BI Reporting · Annual billing; page says monthly payment is based on a 1-year subscription term |
| Optimize (monthly billing) | $68 a month | Base FP Subscription · QuickBooks Online · BI Reporting · Monthly billing |
The facts
Each one read from Function Point's own pages, with the date it was checked.
What it does
- Audience
- The company says its software is used by more than 500 creative agencies and is intended to help small and mid-sized creative agencies thrive and scale.checked 7 Oct 2026
- Automation rules
- Yeschecked 24 Sep 2026
- CRM and estimating
- Its CRM features include sales pipeline tracking, revenue forecasting, customizable estimates, and rate cards.checked 7 Oct 2026
- File scanning limitation
- The maker says Function Point does not actively scan uploaded files for malware.checked 7 Oct 2026
- Financial tools
- Financial features include expense tracking, batch invoicing, project and task budgeting, retainers, and staff, role, or blended rates.checked 7 Oct 2026
- Guest access
- Yeschecked 24 Sep 2026
- Integrations
- The maker lists Stripe, Zapier, QuickBooks Online, Google and Outlook calendars, Asana, and a REST API integrations.checked 7 Oct 2026
- Paid from
- 53checked 24 Sep 2026
- Product
- Function Point is an all-in-one agency management platform for managing workflow, projects, operations, and finances.checked 7 Oct 2026
- Project management
- Project tools include Gantt charts, Kanban boards, task dependencies, workflow notifications, file sharing, and project budgets.checked 7 Oct 2026
- Resource and time management
- The product supports staff and role resource forecasting, tentative project forecasting, PTO tracking, customizable work calendars, and billable versus non-billable time tracking.checked 7 Oct 2026
- Security
- The security page describes encrypted communications, bcrypt password hashing, nightly encrypted backups to AWS, and an average server uptime of at least 99.99%.checked 7 Oct 2026
- Support
- The pricing page states unlimited phone and email support, an average response time under one hour, and one-on-one custom implementation; new customers pay an onboarding fee.checked 7 Oct 2026
- Time tracking
- Yeschecked 24 Sep 2026
The company
- Company history
- Function Point says it was founded in 1997, became a SaaS platform in 2004, and joined the Volaris group in 2018.checked 7 Oct 2026
- Founded
- 1997checked 28 Sep 2026
- Headquarters
- Vancouver, British Columbia, Canadachecked 28 Sep 2026
Money
- Free plan
- Nochecked 24 Sep 2026
- Plan limits
- QuickBooks integration and custom saved reports, data visualization, and report sharing are listed as Optimize-only features.checked 7 Oct 2026
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