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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.

Description

MEETINGS Organize meetings by utilizing tasks and all relevant information available on the platform, ensuring that everything is systematically arranged and easily accessible whenever needed. TASKS Maintain clear communication with your team, effortlessly monitoring deadlines and responsibilities related to various projects to foster collaboration. PLANS Eliminate confusion over which version of the plan is current by distributing the latest updates to your entire team within moments. PRODUCTS VOLUM3 serves as your digital showroom, providing users with access to catalogs, updates, and essential information at any time. With direct access to all product information, users can avoid the hassle of phone calls, emails, or meetings for inquiries. SPECIFICATIONS Detail your materials and products in a centralized location, linking them to rooms, tasks, and bill of quantities through streamlined forms and automation, simplifying the transition from the Product Catalogue to your project with just a few clicks. AREAS Input your area allocations and monitor changes down to the most minute level—each room—by utilizing room data sheets to keep track of budget fluctuations, products, and materials associated with each area. This comprehensive approach ensures that all aspects of your projects are interconnected and readily manageable.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

MYOB Yes 
QuickBooks Online Yes 
Sage 50 Yes 
Xero Yes 

Integrations

MYOB No 
QuickBooks Online No 
Sage 50 No 
Xero No 

Pricing Details

$19 per user per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Synergist Express

Founded

2003

Country

United Kingdom

Website

www.synergist.co.uk

Vendor Details

Company Name

VOLUM3

Founded

2016

Country

Croatia

Website

www.volum3.com

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 

Product Features

Collaboration

Brainstorming No 
Calendar Management No 
Chat / Messaging No 
Contact Management No 
Content Management No 
Document Management No 
Project Management No 
Real Time Editing No 
Task Management No 
Version Control No 
Video Conferencing No 

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal No 
Collaboration Tools No 
Cost-to-Completion Tracking No 
Customizable Templates No 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking No 
Portfolio Management No 
Resource Management No 
Time & Expense Tracking No 
Traditional Methodologies No 

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