Client service
A record of each meeting with requests, decisions and next steps, and minutes the client approves by link.
- Meeting, call or visit with agency and client participants
- Requests with scope (in, out or to assess) that become jobs
- Next steps with owner and due date
- Minutes shared by link with the approval recorded
- Reminder of meetings without a record, and attachments in a private area
- Meeting time suggested as hours, never counted twice
Other modules
CRM
Pipelines, leads, opportunities, activities and automations, with the revenue forecast sales needs.
See CRMProposals and contracts
Proposals with hours per role and live margin; retainer contracts with an hours balance per period and alerts.
See Proposals and contractsJobs, schedule and Gantt
Numbered jobs with versions, brief, tasks and deadlines, on the schedule as list, kanban, Gantt, calendar and workload.
See Jobs, schedule and GanttApprovals
The client approves artwork by link, marks points on the image or the PDF page and asks for changes without an account.
See ApprovalsHours and profitability
Effort logged per activity, weekly approval and the real profitability of every job, client and contract.
See Hours and profitabilityProduction and media
Supplier quotations, estimates authorized by the client, production orders, media plans, insertion orders, checking and data in the CENP-Meios format.
See Production and media