Account Management

Concept helps agencies ensure that every job achieves the maximum possible profit. Offering comprehensive account management automation, Concept will document and automate jobs from the estimate and quotation phase through to scheduling and billing management. And because it integrates so closely with Microsoft Office agencies can immediately access all the financial information for the job as well as relevant Word documents, Excel spreadsheets, images and PowerPoint presentations. Complete account management visibility.

Key features include:

• Estimates and quotations – which you can prepare using your own specified prompts and mark-ups
• Costing – with job activity templates allowing you to prompt, control and monitor margins and mark-ups
• Budgeting - keep continuous track of costs incurred against work in progress
• Job Bags – each containing the client service, production and finance information you need to manage the job efficiently
• Purchasing – transmit faxes or eMails automatically to suppliers as soon as orders are raised
• Time Recording – you can monitor the time spent on each aspect of a job and use this data to measure its profitability on screen
• Job Scheduling – an integrated 'memo pad' system prompts you when each activity need to be completed
• Flexible billing – you can produce internal drafts to review client invoices and cost of sales transfer information
  
  

To find out more about Concept complete our enquiry form.