The Function Point alternative for digital marketing agencies

What changes on Phloz

• Modern, fast UI built for daily use, not quarterly review
• Native tracking infrastructure map
• Per-active-client pricing
• Tight focus on agency operations + tracking; financial heavy lifting offloads to your accounting tool

Should you actually switch?

A switch is real cost — a few days of structural mapping, a parallel-running week, training time, and the friction of breaking habits your team has built. Worth it when the new tool meaningfully changes how you work; not worth it when the gain is incremental.

The five signals that you're ready to leave Function Point: (1) you're paying for seats or contacts you don't use, (2) you're running the tracking stack in a separate Sheet because the CRM has nowhere for it, (3) onboarding a new team member takes more than a day because the configuration is tribal knowledge, (4) clients ask "where do I see progress?" and you don't have a clean answer, (5) you're duplicating client data across two or three tools because no single tool fits.

If three of those five describe your agency, the structural upgrade pays back inside a quarter. If only one or two, stay where you are and revisit at the next pricing renewal — switching for marginal gain is usually a worse decision than the marginal gain.

When Function Point is still the right choice

The honest counter-positioning. Function Pointisn't wrong for everyone — these are the cases where staying makes more sense than switching. If any of them describe you, weigh the trade carefully before migrating.

• You're a 30+ team agency where the all-in-one platform value is real — Function Point's integrated invoicing, time tracking, and budget management replaces 4-5 tools.
• Your finance team is the primary day-to-day user of the platform — Function Point is finance-ops-first, Phloz is delivery-first.
• Your client work is split across multiple service lines (creative + dev + media buying) where Function Point's service-line revenue tracking matters.
• You're on a long-term Function Point contract; switching cost includes the unrecouped contract value, not just migration time.

Migration: what to plan for

Function Point exports project + client data via CSV/API. Map clients 1:1, projects to client task groups, financial data to your accounting tool (don't try to bring it into Phloz). Allow 1-2 days for structural mapping; the slimmer Phloz model cuts complexity rather than adding to it.

The structural rethink — mapping Function Point's shape to Phloz's opinionated agency model — takes longer than the data move. Read the marketing agency CRM buyer's guide for the six capabilities that should drive the decision, and the pricing page to run the per-active-client math at your client count.

Function Point migration FAQ

The three questions agency owners ask before signing the switch decision. Honest answers — same data we'd give a friend evaluating the move.

Function Point handles invoicing + accounting. How does Phloz replace those?

It doesn't replace them — it lets you offload them. Most digital marketing agencies discover they don't actually need an integrated finance platform; QuickBooks Online or Xero handles the accounting side, Stripe handles client billing, and Phloz handles the agency-ops side. Three focused tools beat one heavy one for most agencies.

My team complains about Function Point's mobile UX. Is Phloz better?

Materially. Phloz is built mobile-first for daily-use scenarios — checking task status, replying to a client message, snapping a tracking-map photo from a client site. Heavy planning still happens on desktop, but the daily-use surface is responsive in a way Function Point's isn't.

How long does it take to actually move off Function Point?

1-2 days of structural mapping. The migration itself is bounded by the simplicity of Phloz's model — you're NOT carrying the financial complexity over, which removes most of the work. Plan a 30-day parallel period for accounting reconciliation while you switch finance to QuickBooks/Xero.

What you keep when you migrate

The honest list of what survives the move from Function Point. Your client list and contact records (CSV import). Your active tasks and their assignees, statuses, due dates (CSV import). Your custom fields, on clients and tasks (mapped to Phloz custom fields during import). Your inbound email addresses if you set up forwarding (re-pointed at the per-client Phloz inbound addresses).

What doesn't survive: historical activity logs older than what you'd realistically reference (most agencies discover they don't open activity from before the last quarter). Bespoke automation rules built on Function Point's specific automation engine — these need to be re-expressed in Phloz's patterns (recurring tasks, status hooks, inbound thread routing) or offloaded to Inngest / Zapier. Time entries stay in your time-tracking tool of record (Phloz integrates rather than re-imports).

The trade is a lighter, more opinionated tool that runs your agency's shape natively — at the cost of some per-tool customisation that, in retrospect, was usually a workaround for a missing primitive. See agency project management software for the broader buyer's guide on what to evaluate alongside this switch decision.

Want the head-to-head, not the switch story?

The Phloz vs Function Point comparison covers what each tool does, what each doesn't, and when Function Pointis the right choice — for the cases where you're evaluating rather than already unhappy.

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