From First Lead to Final Invoice, One Platform.

Untangle connects your pipeline, project delivery, timesheets, and invoicing in one place. No more tool-switching, lost context, or end-of-month guesswork.

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Built for How Agencies Actually Work

No more HR acting as a middleman for routine data. No more compliance gaps hiding in spreadsheets. No more files floating in email threads.

Lead to Cash, Uninterrupted

Take a prospect from first contact through project delivery and final invoice — without leaving the system or losing context.

Profitability You Can Trust

Timesheets feed directly into burn rates and client-risk dashboards. Know your agency's health live — not at the quarter's end.

Configured to Your Process

Pipeline stages, duplicate rules, notification triggers, and proposal templates are all admin-tunable. The tool bends to you, not the other way around.

Plays Well With Your Stack

First-class Google Calendar sync, HMAC-signed inbound webhooks, and task-date sync keep Untangle connected to the tools you already rely on.

Everything Your Agency Needs. Nothing It Doesn't.

Lead Management

A configurable pipeline that works the way your sales team thinks. Track lead temperature, auto-assign by branch or vertical, detect duplicates before they cause chaos, and convert a lead to a client in one click.

Projects & Planning

Multi-level project plans — phases, sub-stages, and tasks — with reusable templates and prebuilt blueprints. Budget allocation, RAG status, delivery milestones, and approval tracking all in one view.

Tasks & Execution

Stage tasks with multi-assignee support, ad-hoc task creation, and planned vs. actual timeline tracking. "My Tasks" and "My Team" views keep everyone focused on what's due.

Timesheets

A weekly grid that auto-populates from your project plan. Log time in one click, tie every entry back to a project, and let the numbers flow straight into your profitability reports.

Invoicing & Finance

Create invoices, set recurring schedules, trigger payment milestones from project stages, and track expenses — all without opening a second tool.

Reports & Analytics

Lead funnel performance, source attribution, conversion rates, team capacity, retainer leakage, and client risk — live dashboards that replace the monthly spreadsheet scramble.

Configurator

Untangle around your business. Set pipeline stages, communication rules, email and proposal templates, branch and vertical structures, currencies, and webhook configurations — all from the admin panel.

Stop Guessing. Start Knowing.

Your agency deserves more than a patchwork of tools and a manual month-end report. Untangle gives leadership a live view of profitability, capacity, and risk — so every decision is backed by data, not instinct.

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No credit card required · Setup in minutes · Built for agency teams.