Software > IT projects > Media agency seeks service provider software (sales, CRM, finance)

Media agency seeks service provider software (sales, CRM, finance)

IT project from: media agency (Germany)Project no. 21/2564: finished
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Mr. Dipl.-Ing. Olaf Kram
olaf.kram@softguide.de

We are a small media agency based in northern Germany and are looking for service provider software (sales, CRM, finance).

The software should meet the following requirements:

  • CRM or address database
  • Invoicing including commissions (deduction of commission with different VAT rates)
  • Fee invoices
  • Various VAT rates applicable
  • Credit notes (reverse invoices)
  • Dunning
  • Appointment calendar
  • Acquisition functions would also be welcome
  • macOS compatible
  • Web-based would be welcome, but not a must

Time tracking is not required.

Three software workstations are planned.

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

TOPIX Financial Accounting
All-in-One

Project statistics

Quantity
Researched solutions 24
Selected potentially relevant solutions (of which published) 12 (1)
Sent e-mails (questions, queries) and telephone calls 72
E-mails received from vendors 15
Direct responses to the IT project 3
Responses classified as relevant 5