Software > IT projects > Advertising agency seeks CRM and project management software

Advertising agency seeks CRM and project management software

IT project from: advertising agency (Germany)Project no. 18/1215: finished
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Ihr Ansprechpartner für diese Recherche
Ms. Dipl.-Betriebsw. (FH) Margit Müller-Marscholik
margit.mueller-marscholik@softguide.de

We are an advertising agency and are looking for software that supports us in all tasks that arise in an advertising agency. We are looking for a CRM with project management functions.

The following requirements must be met:

  • CRM - contact management
  • Project management functions
  • Creation and management of activities
  • Scheduling, tracking of project times
  • Document management
  • Tracking of sales opportunities, creation of quotes, creation of order confirmations and, ideally, invoices
  • Optional integrated billing system (including installment payment function)
  • Nice-to-have: resource planning
  • Mac-compatible, web-based if necessary

Ten software workstations are planned.

Based on the specific requirements, the following solutions can be considered:

Software / Company Customizing OS
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