Never worry about a missed deadline or have a deliverable slip through your workflow again. Get a snapshot view of your PR campaigns, website designs, deliverables, and retainers all in one place.
Use templates or create custom estimates for each by using blended rates, staff rates, role rates, or any of the combinations. Whether you’re running a PR campaign or rolling out a new communications strategy, you’ll have the tools to ensure the project stays under budget. You can also include recurring work as well, reducing the time you spend creating a new estimate each time the work rolls around.
With a proper resource management tool, you can view your pipeline well in advance and allocate resources before the work begins. You also get real-time visibility into your team’s productivity and workload, allowing you to prevent staff burnout before it arises.
Eliminate the hassle of client-agency collaboration. No more long email chains, get rid of wrestling with PDF editors, and say goodbye to forgetting to loop a key member of your team into the next round of revisions (oops!). Our built-in proofing tools allow the entire revision process to happen in one, easy to use place.
Bill clients how you want. Want to charge for time and materials? Sure thing. Prefer to use a fixed fee billing method? Not a problem. And if you’ve got a retainer client who wants to be billed a set amount at a recurring time, we can do that too. You have complete freedom over how and when you bill your clients. The best part? It’s all integrated with QuickBooks Online.
Get business intelligence reports tailor-made for your agency. The insights that matter most to your business are at your fingertips: whether it’s client reporting, measuring your KPIs, staff utilization, billability and much more. No more flying blind, wondering if you’re operating efficiently. Our reports allow you to unlock the full potential (and profitability) of your Communications or PR agency.
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