CRM Software for Design Firms and Creative Agencies.
clients
One location for everyone. Stay updated, organized and on track with client information, including multiple contacts, numbers, email addresses and hold it all together with notes and attachments.
vendors
Who did we buy that from? Keep your vendor info in one place. For everyone to resource and apply to Purchase Orders.
prospects
What is in the pipeline? Account Executives can track sales leads, follow up tasks, dates and notes and includes qualification levels, lead sources and tools for estimation of submitted, approved and declined proposals.