Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
An application that manages time, costs, and profitability for the CEO of a financially focused agency and their team. Your company should be managed based on numbers and not emotions. Costlocker was originally created by us. We kept an eye on our turnovers, costs, and timesheets but it wasn't enough to know how much we had earned. We needed a tool that would give true financial insight and allow us to make decisions based on numbers and not emotions. You can see the profitability of clients and projects. Find out which types of projects are worth your attention. Find gold mines and fix spending leaks. Track invoicing and predict cash flow. You can easily manage external project costs. Find out if the winning tenders can cover the lost ones. Find out if employees are paid their salary. Integrate with Basecamp, Toggl, and many other programs. Get an in-depth view of your agency's financial situation. Track your budgets and track time to see how your project staff are doing.
Description
As an agency grows, information can get lost in the heads of people or spread across multiple systems. This can lead to lost control, wasted time, and even loss of profits. Agency management software combines all the information you need to manage your clients, projects, and finances in one place. You can save time and let everyone see the information they need. This software also gives you real-time data that will help you make informed decisions to improve your agency's performance. Intelligent agency management software gives you a clear view of your agency's performance, profitability, and capacity utilization. You can easily see the profitability of each client and project, and pinpoint areas where you need to focus your efforts. Accurate quotes can reduce under-quoting or over-delivering, and billing plans can ensure regular payments.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Basecamp
Yes
Dropbox
Yes
Google Drive
Yes
MYOB
No
Microsoft Excel
Yes
QuickBooks Online
No
Sage 50
No
Slack
Yes
Toggl Track
Yes
Xero
No
Integrations
Basecamp
No
Dropbox
No
Google Drive
No
MYOB
Yes
Microsoft Excel
No
QuickBooks Online
Yes
Sage 50
Yes
Slack
No
Toggl Track
No
Xero
Yes
Pricing Details
$12 per user
Billed annually
Free Trial
Yes
Free Version
No
Pricing Details
$19 per user per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Costlocker
Founded
2012
Country
Czech Republic
Website
costlocker.com
Vendor Details
Company Name
Synergist Express
Founded
2003
Country
United Kingdom
Website
www.synergist.co.uk
Product Features
Budgeting
"What If" Scenarios
No
Asset Planning
Yes
Balance Sheet
No
Capital Asset Planning
No
Cash Management
No
Consolidation / Roll-Up
No
Forecasting
No
General Ledger
No
Income Statements
No
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
No
Project Budgeting
No
Run Rate Tracking
No
Version Control
No
Product Features
Job Costing
Bills of Material
No
Budgeting & Forecasting
Yes
Change Orders
No
Cost-to-Completion Tracking
Yes
Invoice Management
Yes
Overrun Reporting
Yes
Percent-Complete Tracking
Yes
Production Cost Tracking
Yes
Purchase Order Management
Yes
Quotes / Estimates
Yes
Time Tracking
Yes
Work Order Management
Yes
Professional Services Automation
Billing & Invoicing
Yes
CRM
Yes
Client Portal
Yes
Collaboration Tools
Yes
Document Management
Yes
Portfolio Management
Yes
Project Management
Yes
Proposal Generation
Yes
Quote Management
Yes
Resource Management
Yes
Time & Expense Tracking
Yes
Project Management
Agile Methodologies
Yes
Budget Management
Yes
Client Portal
Yes
Collaboration Tools
Yes
Cost-to-Completion Tracking
Yes
Customizable Templates
Yes
Gantt Charts
Yes
Idea Management
Yes
Kanban Board
Yes
Milestone Tracking
Yes
Portfolio Management
Yes
Resource Management
Yes
Time & Expense Tracking
Yes
Traditional Methodologies
Yes