Is Phloz a GoodDay replacement for an agency?

For a digital marketing agency, yes — Phloz covers the task/board/calendar work management GoodDay provides and adds the agency CRM, client portal, retainer tracking, and the typed tracking-infrastructure map that GoodDay has no concept of. For non-agency teams, GoodDay remains the more general tool.

What happens to our custom fields and statuses?

Most agency custom-field setups in generic tools are approximating structure Phloz ships natively — client, department, retainer, visibility. Phloz has no custom fields or custom statuses, so map them as you create each client rather than recreating them (anything left over goes in notes): the four-status task flow plus department scoping covers what most agency boards encode by hand.

How long does the migration take?

Plan on 1–3 days: a few hours of structural mapping, importing clients from a CSV and re-creating open work in Phloz, and a parallel-running week to verify nothing slipped. The main lift is mental — adopting agency-shaped defaults instead of porting the custom setup verbatim.

Alternative to GoodDay

The GoodDay alternative for digital marketing agencies

For agencies done configuring a generic work platform — CRM, client portal, and the tracking map ship pre-assembled.

What you're probably tired of

Configuring a general-purpose work platform into an agency tool — custom fields, statuses, and views that you maintain forever
No CRM in the core: clients, contacts, and retainers bolted on as projects or custom modules
No concept of a client's tracking setup — the GA4/GTM/pixel layer your agency is accountable for lives outside the tool
Client visibility that means inviting clients into your workspace, with all the permission anxiety that brings

What changes on Phloz

The agency shape ships pre-assembled: clients, contacts, retainers, MRR, departments, and per-client delivery — no configuration project first
A typed tracking-infrastructure map per client with automated health audits, a 0–100 score, and a weekly digest
A separate passwordless client portal — clients see their tasks, approvals, plans, and tracking health without ever entering your workspace
Per-active-client pricing — plans are sized by the clients you serve, with team seats included

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 GoodDay: (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 is likely worth the switching cost. 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 GoodDay is still the right choice

The honest counter-positioning. GoodDay isn'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.

Your team is not an agency — GoodDay is a solid general work-management platform for product teams, ops, and mixed portfolios; Phloz is agency-only by design.
You need deep resource scheduling and workload planning across a large staff — that is PSA/resourcing territory Phloz deliberately keeps lightweight.
You depend on GoodDay-specific views (Gantt-heavy planning, custom workflow engines) that have no Phloz equivalent.
Free-tier breadth matters more than agency fit — GoodDay is generous for small generic teams.

Migration: what to plan for

Straightforward structurally: GoodDay projects map to Phloz clients (client work) or workspace tasks (internal), tasks export to CSV as your checklist for re-creating open work in Phloz by hand (only clients and contacts import from a CSV), and recurring items become recurring task templates. The mental shift is accepting agency-shaped defaults instead of rebuilding your custom GoodDay setup — the defaults are built to cover what those custom fields were approximating. New time is logged against clients in Phloz (retainer-burn); past time entries stay in GoodDay's export.

The structural rethink — mapping GoodDay's shape to Phloz's opinionated agency model — matters more 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.

GoodDay migration FAQ

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

Is Phloz a GoodDay replacement for an agency?: For a digital marketing agency, yes — Phloz covers the task/board/calendar work management GoodDay provides and adds the agency CRM, client portal, retainer tracking, and the typed tracking-infrastructure map that GoodDay has no concept of. For non-agency teams, GoodDay remains the more general tool.
What happens to our custom fields and statuses?: Most agency custom-field setups in generic tools are approximating structure Phloz ships natively — client, department, retainer, visibility. Phloz has no custom fields or custom statuses, so map them as you create each client rather than recreating them (anything left over goes in notes): the four-status task flow plus department scoping covers what most agency boards encode by hand.
How long does the migration take?: Plan on 1–3 days: a few hours of structural mapping, importing clients from a CSV and re-creating open work in Phloz, and a parallel-running week to verify nothing slipped. The main lift is mental — adopting agency-shaped defaults instead of porting the custom setup verbatim.

What you keep when you migrate

The honest list of what survives the move from GoodDay. Your client list and contact records. Your active tasks and their assignees, statuses, due dates. Your custom fields only in part: Phloz has no custom fields, so map each one to a fixed client or task field, or into notes, as you go. Clients and contacts import from a CSV (Clients → Import); tasks are re-created by hand, so budget the time. 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 (keep your old tool's export if you may need them). Bespoke automation rules built on GoodDay's specific automation engine — these need to be re-expressed in Phloz's patterns (recurring tasks, assignment notifications, inbound thread routing) or kept as manual steps; Phloz has no Zapier connector, webhooks, or public API. Past time entries stay in your old tool's export — Phloz doesn't import them, but new time is logged in Phloz against each client (optionally a task) and rolls up against the retainer.

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 GoodDay comparison covers what each tool does, what each doesn't, and when GoodDay is the right choice — for the cases where you're evaluating rather than already unhappy.

Other tools agencies sometimes weigh as a GoodDay alternative.

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GoodDay and other product names referenced on this page are trademarks of their respective owners. Phloz is not affiliated with, endorsed by, or sponsored by GoodDay. Comparisons reflect our understanding of publicly available information and may change over time — verify current features and pricing with each vendor before making a decision.