Proposals and contracts
Proposals with hours per role and live margin; retainer contracts with an hours balance per period and alerts.
- Catalog items with hours per role, dedicated team and media as pass-through
- Price suggested by hourly cost and a margin, tax and profit simulator
- Frozen versions with PDF, hash and a link for the client to accept online
- Retainer, hours balance, project or dedicated team contracts, with readjustment and renewal
- Balance per role with rollover, overage and alerts at 50, 80 and 100%
- How many hours the retainer holds at the target margin, and a statement for the client
Other modules
CRM
Pipelines, leads, opportunities, activities and automations, with the revenue forecast sales needs.
See CRMClient service
A record of each meeting with requests, decisions and next steps, and minutes the client approves by link.
See Client serviceJobs, 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