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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

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

MYOB
QuickBooks Online
Sage 50
Xero

Integrations

MYOB
QuickBooks Online
Sage 50
Xero

Pricing Details

$19 per user per month
Free Trial
Free Version

Pricing Details

No price information available.
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

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
Budgeting & Forecasting
Change Orders
Cost-to-Completion Tracking
Invoice Management
Overrun Reporting
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking
Work Order Management

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense 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
Traditional Methodologies

Product Features

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

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
Traditional Methodologies

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