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PR agency seeks agency software

IT project from: agency (Germany)Project no. 18/1438: finished
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Mr. Dipl.-Ing. Olaf Kram
olaf.kram@softguide.de

We are a small PR agency in southern Germany and intend to bundle the solutions we use, such as project management, time tracking, and invoicing, into one software package. That is why we are looking for agency software.

The solution should meet the following requirements:

  • Customer management (customer overview including contact details, projects, sales, invoices issued, quotes)
  • Project management (project overview including progress, budget status in percent, sales)
  • Time tracking (hour tracking according to flexible hourly rates including customer and project assignment)
  • Creation and sending of quotes, invoices, and reminders in the agency's corporate design
  • Creation of templates or samples for quotes, invoices, and reminders
  • Contact database (CRM)
  • Team calendar (vacation, illness, etc.)
  • Flexible activation/deactivation of users
  • Nice to have – business/sales evaluation and forecast
  • Nice to have – online accounting tool (assignment of digital receipts to individual account items) including access for tax advisors or accountants
  • Nice to have – mobile access via app (for iOS)

Approximately five software workstations are planned. We use Apple Mac hardware.

Project statistics Quantity
Selected solutions from our thematically relevant pool (1,044) 23
Solutions with high relevance according to corresponding feedback 16
Communication between SoftGuide and providers (emails, telephone) 53