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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Optimize your efficiency with the ultimate software designed specifically for agencies. Our cohesive workflows enable you to save valuable time on project management while consolidating all relevant project details into a single accessible location. Instantly assess your agency's order status and identify the clients that require your attention. The integrated workflows facilitate a seamless transition from initial contact to project completion. Additionally, you can track all communication related to contacts and projects within the CRM history. You can also access sales forecasts, resource allocation, project performance metrics, and comprehensive analyses. deals & projects transcend the typical software offerings for agencies, viewing agencies as collaborative partners rather than mere clients. As trailblazers in a transforming work landscape, we are the ideal ally for agencies striving for sustainability. Our organizational culture is free from rigid hierarchies and fixed schedules, allowing us to work in a self-motivated and autonomous manner from various locations around the globe. This flexibility empowers us to adapt and thrive in a rapidly changing environment.

Description

heroBI serves as a comprehensive performance tracker, utilizing the logged hours of your team members to provide you with valuable insights. You can seamlessly integrate with your preferred time-tracking tool through our user-friendly integration feature. Organize your teams and clients based on various criteria such as department, location, or any other classification that suits your needs. Gain a complete overview of your agency's performance, highlighting both the highest-performing teams and the projects that may need attention. Analyze how your current performance stacks up against previous months, and access daily updates as well as monthly and yearly forecasts for the entire organization or specific teams. Evaluate crucial performance metrics like profit, revenue, and utilization across different teams, clients, offices, or any tailored category. Ensure all logged hours are accounted for and receive estimates on future hours expected from each team member. Additionally, monitor open invoices according to their due dates and identify which clients tend to settle their payments more promptly than others, offering valuable insights into your cash flow. This holistic approach enables agencies to make informed decisions and optimize their operations effectively.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

DATEV Yes 
Facebook Yes 
Funnelforms Yes 
GetMyInvoices Yes 
Gmail Yes 
Google Calendar Yes 
Google Sheets Yes 
Groove Yes 
Mailchimp Yes 
Memtime Yes 
Microsoft 365 Yes 
Microsoft Exchange Yes 
Microsoft Outlook Yes 
Shopify Yes 
Typeform Yes 
WooCommerce Yes 
WordPress Yes 
Zapier Yes 
Zendesk Yes 
iCalendar Yes 

Integrations

DATEV No 
Facebook No 
Funnelforms No 
GetMyInvoices No 
Gmail No 
Google Calendar No 
Google Sheets No 
Groove No 
Mailchimp No 
Memtime No 
Microsoft 365 No 
Microsoft Exchange No 
Microsoft Outlook No 
Shopify No 
Typeform No 
WooCommerce No 
WordPress No 
Zapier No 
Zendesk No 
iCalendar No 

Pricing Details

€29 per user per month
Free Trial Yes 
Free Version No 

Pricing Details

$29 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 No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
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 No 
Live Training (Online) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

deals&projects

Founded

2003

Country

Germany

Website

www.dealsandprojects.com

Vendor Details

Company Name

heroBI

Country

Israel

Website

www.herobi.io

Product Features

Advertising Agency

Campaign Management No 
Collaboration No 
Document Management No 
File Sharing No 
Project Management No 
Task Management No 
Time Tracking No 

Product Features

Advertising Agency

Campaign Management No 
Collaboration No 
Document Management No 
File Sharing No 
Project Management No 
Task Management No 
Time Tracking No 

Business Intelligence

Ad Hoc Reports No 
Benchmarking No 
Budgeting & Forecasting No 
Dashboard Yes 
Data Analysis No 
Key Performance Indicators No 
Natural Language Generation (NLG) No 
Performance Metrics No 
Predictive Analytics No 
Profitability Analysis No 
Strategic Planning No 
Trend / Problem Indicators No 
Visual Analytics No 

Data Analysis

Data Discovery Yes 
Data Visualization Yes 
High Volume Processing No 
Predictive Analytics No 
Regression Analysis No 
Sentiment Analysis No 
Statistical Modeling No 
Text Analytics No 

Resource Management

Capacity Management No 
Data Visualization Yes 
Demand Forecasting No 
Drag & Drop No 
Employee Scheduling No 
Filtered Search No 
Resource Allocation No 
Skills Tracking No 
Utilization Management No 

Time and Expense

Activity Tracking No 
Billable Hours Tracking No 
Billing Rate Management No 
Expense Tracking No 
Invoice Processing No 
Multiple Billing Rates No 
Project Tracking No 
Reimbursement Management No 
Time Tracking by Client No 
Time Tracking by Project No 

Time Tracking

Automatic Time Capture No 
Billable & Non-Billable Hours No 
Billing & Invoicing No 
Employee Database No 
Expense Tracking No 
Mobile Time Tracking No 
Multiple Billing Rates No 
Offline Time Tracking No 
Online Time Tracking No 
Overtime Calculation No 
Time per Project Reporting No 
Timesheet Management No 
Vacation / Leave Tracking No 

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