Agency software in the cloud
The agency software for professional agencies. CRM, project management, invoicing and time recording – all in one system.
Efficiently handle customer projects using a ticket system andmake
agency success measurable
As an agency, your work is agile and customer-oriented. You have to manage projects lasting months and flexible requirements at the same time. Capacities in the team shift and need to be skillfully distributed across your projects. It is only possible to roughly estimate how much time has been spent on a specific customer project and how profitably projects are completed. With projectfacts, the agency software, agencies can record their time to the minute and allocate it to the corresponding projects. The online agency software supports you as an agency in optimally deploying your resources, successfully managing projects and completing customer orders as profitably as possible. Use the cloud function and easily access your relevant data even when you’re on the move.
Time recording, ticket system, invoicing and much more.
An agency software enables numerous processes to be digitize, optimize and streamline. Starting with internal and external communication using an effective ticket system, through quotation calculation and creation, time recording to customer invoicing.
Your all-in-one agency software
projectfacts has made it its mission to relieve agencies of all business processes. That’s why you can also use the agency ERP software to support sales and integrate all internal processes, such as HR and quality management. This means you only need one software instead of many individual tools.
How you can benefit from agency software
Automate processes and relieve employees of everyday tasks
With online agency software you create knowledge and transparency in your team
Resources can be optimally allocated and better utilized
Make success measurableso that you can repeat it
Intelligent workflows help your team to handle processes efficiently
Tasks, appointments and to-dos are no longer forgotten
How projectfacts can help agencies in practice is best explained by our customer. Read the reference from fundus GmbH itself!
“After a good year with projectfacts, our conclusion is that we would do it again. I would particularly like to praise the very dedicated support and the fact that projectfacts is being substantially further developed.”
– Fundus GmbH, Martin Funke, Managing Director
Highlights of the agency software
Record and bill times
A common problem in agencies: services are not billed in full and margins are too small as a result. With the projectfacts agency software, you can remedy this. Thanks to the simple and intuitive time recording, your employees can easily book time on their projects. Whether via web app on the smartphone or on the PC in the office or home office.
You can verify, countersign and invoice recorded times internally and with the customer using automatically generated activity reports. The various analysis options give you an insight into the success of your projects and show you where you can bill more in future.
Boards for agile working
projectfacts provides you with digital boards for your task management and project work. Regardless of whether you want to work according to Scrum, Kanban or your own agile method: The boards can be freely configured according to your requirements and provide you with optimum support. Thanks to the integrated solution, numerous elements from projectfacts can be pinned directly to your board: these include tickets, contacts, files, appointments or work packages from projects.
Prioritize and distribute tasks quickly and easily. Boards help you to react flexibly to changes in plans and new tasks . Do you prefer a classic approach? Then use the full scope of projectfacts project management for your agency.
Create offers and manage orders
With projectfacts, you can create convincing quotations in your CI in no time at all. Store standard services in the item catalog and access templates and price lists to write quotes quickly and easily. After the successful pitch, it’s time to invoice the work in the customer project.
Simply specify the desired billing method (e.g. monthly, with deductions or flexible according to progress). projectfacts will automatically notify you when new amounts can be billed. The agency software also takes hourly rates and surcharges into account. Convince yourself of our solution for your invoicing.
Support via ticket system
Mail inboxes quickly become confusing when there are many requests and several people working on them. A ticket system such as the projectfacts agency software is more suitable. This allows requests to be divided into different channels and directly assigned to an agent.
Thanks to the ticket ID, the subsequent communication automatically ends up in the appropriate ticket and can therefore be found quickly and easily. Combine tickets with a board to plan and distribute tasks effectively. If desired, tickets escalate after a certain time and then become accessible to the rest of the team – practical in the event of vacation or illness.
