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Description

Accelerate client growth and enhance agency intelligence with AI that elevates your entire operation. Logoi offers a unified dashboard showcasing all client information, serving as the perfect daily reference for everyone in your agency. By systematically organizing communication, Logoi ensures that the rationale behind your actions is clear to all team members. It directs your staff towards the most effective strategies based on prior client interactions. With Logoi, the cumbersome tasks of drafting written summaries, maintaining company knowledge bases, and squandering time away from client service are eliminated. Executives can swiftly access the full spectrum of business relationships to identify both high-potential clients and those that may require extra attention. Team managers gain immediate insights into their team's performance without needing to request additional reports. Moreover, account managers can effortlessly view all their clients in one consolidated location, significantly reducing the time spent on data management tasks. This streamlined approach ultimately empowers your agency to focus on delivering exceptional client services.

Description

Crafted by industry experts, Deltek WorkBook serves as a comprehensive management solution tailored for agencies, offering effective strategies to foster growth. By simplifying the management of projects, personnel, and finances from start to finish, WorkBook enables you to concentrate on client needs while making informed decisions for the future, ensuring enhanced control, insights, and visibility whenever required. Additionally, by integrating Deltek ConceptShare, you can effortlessly incorporate online proofing into your project management processes without sacrificing essential features. Moreover, with the Deltek Power Launch implementation, you can rapidly adopt WorkBook’s tailored, role-specific configurations, further enhancing your agency’s management capabilities. This all-in-one best practice solution streamlines projects, resources, and finances, paving the way for your agency's growth. By refining project management and resource allocation, you can significantly elevate productivity and improve overall utilization rates. Embrace this innovative approach to agency management and witness the transformation in your operational efficiency.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ActiveCampaign
Dropbox
Flexspring
GoSimplo
Google Docs
Google Drive
Google Sheets
Google Workspace
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft OneDrive
Notion
Project.BI
Replicon
SAP Financials
Slack
Storagepipe
Sympa
Synatic

Integrations

ActiveCampaign
Dropbox
Flexspring
GoSimplo
Google Docs
Google Drive
Google Sheets
Google Workspace
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft OneDrive
Notion
Project.BI
Replicon
SAP Financials
Slack
Storagepipe
Sympa
Synatic

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$19.00/month/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Logoi

Country

United States

Website

www.logoi.io

Vendor Details

Company Name

Deltek

Founded

1983

Country

United States

Website

www.deltek.com/en/products/project-erp/workbook

Product Features

Advertising Agency

Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking

Product Features

Advertising Agency

Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
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