Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Many companies globally have faced significant challenges over recent years; however, they are now focusing on innovative strategic initiatives to capitalize on the forthcoming economic recovery. It is crucial for executives to recognize the most promising avenues for business expansion, which requires a deep understanding of their operational dynamics, including which segments are financially beneficial, which are losing money, and where profitable growth potential lies. Additionally, they must ascertain where to allocate resources or consider divestitures, as well as identify which customers contribute positively to their bottom line and which ones may hinder profitability. To achieve this, comprehensive insights into cost and profitability are essential. Challenges can arise from various facets of the organization, such as inefficient processes, unprofitable products or clients, and outdated supply chains that lead to excessive service costs. Unfortunately, management often struggles to accurately identify these underlying issues, as businesses have grown too large and complex, making problem identification increasingly difficult. This complexity can obscure critical insights necessary for effective decision-making and future success.
API Access
Has API
No
API Access
Has API
No
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
Yes
Free Version
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
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
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)
No
In Person
No
Vendor Details
Company Name
Synergist Express
Founded
2003
Country
United Kingdom
Website
www.synergist.co.uk
Vendor Details
Company Name
Cortell
Website
www.valumaxabc.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
Job Costing
Bills of Material
Yes
Budgeting & Forecasting
No
Change Orders
No
Cost-to-Completion Tracking
No
Invoice Management
No
Overrun Reporting
No
Percent-Complete Tracking
No
Production Cost Tracking
Yes
Purchase Order Management
No
Quotes / Estimates
No
Time Tracking
No
Work Order Management
No