Clients & Profits

Clients & Profits, developed by Clients & Profits, Inc., is a software solution designed for creative businesses, advertising agencies, design studios, marketing firms, and corporate marcoms. According to the vendor, it provides comprehensive tools to manage people, projects, media, and finances. Clients & Profits is suitable for businesses of various sizes, ranging from small design studios to large advertising agencies. It is widely used by professionals in the design, advertising, and marketing communications industries.

Key Features

Digital Job Ticket Knows All: According to the vendor, the digital job ticket in Clients & Profits serves as the central hub for managing the production process. It tracks creative briefs, estimates, deadlines, printing specifications, assets, approvals, and more. Every new project is treated as a separate job, and all the details about a job can be accessed from any device.

Live Scheduling, Updated Instantly: The vendor states that Clients & Profits offers live scheduling functionality, ensuring that production reports are always up to date. Users can easily view what tasks are happening today, tomorrow, and in the coming week without leaving their desk. Each job task is scheduled independently, with information about its deadline, start date, and responsible person. Daily traffic reports provide a clear overview of unfinished tasks for any specified time period.

Say Buh-Bye to Spreadsheets: According to the vendor, Clients & Profits eliminates the need for spreadsheets by allowing users to estimate, plan, and bill for all types of traditional and digital media. Estimates and plans can be as simple or complex as required, and they seamlessly integrate with projects and accounting. Media estimates and orders can be approved online, promoting a paperless workflow. Clients & Profits also supports importing orders from media buying systems such as Strata and SmartPlus.

Know Your Costs: The vendor claims that Clients & Profits automates costing for time and expenses, providing real-time tracking of job costs. Timekeeping is made easy with a pop-up daily time card for tracking job tasks. Staff time is included in productivity reports, enabling the identification of profitable clients. The software also tracks purchase orders, vendor buyouts, and expenses, allowing for easy cost transfers between jobs.

Bill Anything, Anytime: According to the vendor, Clients & Profits simplifies client billing by allowing invoices to be created automatically from job tickets. Invoices are directly copied from job tickets, eliminating the need for rekeying. Billing is quick and flexible, with the ability to tailor invoices to each client's needs. Clients & Profits provides control over billing amounts and descriptions, ensuring accurate and customized invoices.