Streamtime Alternative for Creative Agency Capacity Planning
Check team capacity before you send a quote
Lumen Quoting works with Zoho Projects to help Australian creative agencies check proposed work against committed projects and pipeline demand before they send a proposal.
Structure a quote around the work, required skills, and dates. See where it may compete for the same capacity. When a quote is accepted, carry it into a Zoho Projects delivery plan.
Lumen Quoting runs with Zoho Projects. Your team does not need to adopt the full Zoho suite. We’ll confirm the setup and licences your team needs during discovery.
Streamtime Alternative for Creative Agency Capacity Planning
See a capacity conflict before it reaches delivery
A proposed four-week QA phase may look possible on its own. A capacity check can show that Senior QA skill capacity is already committed to live projects and other quotes during the same weeks.
Your team can then review the schedule or skill mix before making a commitment to the client.
Lumen Quoting & Resource Availability Interface
Visualise pipeline demand alongside delivered milestones, preventing overcommitment across core creative, development, and strategic disciplines.
How the quoting workflow works
Structure the Work
Build the quote by phase, task, and subtask. Set out the skill level and dates required for the work.
Check Capacity Before Proposing
Review the planned work against committed projects and tentative demand from quotes in progress. This helps your team see where several jobs may rely on the same skills at the same time.
Carry Won Quotes into Zoho Projects
When a quote is accepted, use its work structure to start the delivery plan in Zoho Projects without rebuilding plans.
Is this a good fit for your agency?
It May Fit If Your Team:
- Shares specialist skills across several active client projects.
- Needs to check real capacity before promising delivery dates.
- Wants pipeline quotes included in forward resource planning.
- Spends valuable leadership time rebuilding project plans after a quote is won.
Current Setup Enough If:
- Has a small, simple pipeline with few competing resource demands.
- Can already see cross-team capacity clearly before sending a proposal.
- Wants a lightweight task list with minimal forward planning structure.
What onboarding covers
Onboarding starts by reviewing how your agency plans and delivers work. It includes:
Team Roles & Skills
Setting up roles and skill types to match your creative and delivery team.
Phase Templates
Configuring repeatable phase templates and milestone task structures.
Committed Projects
Adding current live projects as committed baseline capacity.
Schedule Testing
Testing live quotes against the actual resource schedule before release.
The setup and timing are agreed after Lumen understands your process, current projects, and requirements.
Frequently Asked Questions
No. Lumen Quoting works with Zoho Projects. Your team does not need to adopt the full Zoho suite. Lumen will confirm the Zoho setup and licences needed for your workflow during discovery.
Bring a current or recent quote to a demo. Lumen can show how the work is structured, where the capacity check happens, and how an accepted quote moves into a Zoho Projects plan.
The timing depends on your roles, templates, current projects, and agreed scope. Lumen will provide an estimate after reviewing those requirements.
See Whether the Workflow Fits Your Agency
Use a real quote to explore how Lumen Quoting could help your team check capacity before committing to the work.