Jobs, schedule and Gantt
Numbered jobs with versions, brief, tasks and deadlines, on the schedule as list, kanban, Gantt, calendar and workload.
- Job templates with brief questions, tasks and hours per role
- Changes as a new version, with a reason and counted against the contract limit
- Tasks with dependencies and checklists
- Saved schedule views and kanban by status, client, person or week
- Agency delay kept apart from client delay
- Jobs dashboard with rework by reason and average lead time
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 contractsClient service
A record of each meeting with requests, decisions and next steps, and minutes the client approves by link.
See Client serviceApprovals
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