System
Needs/Requirements Worksheet |
Competitors: |
C&P
|
- |
- |
- |
1.0 |
General
Ledger |
1.1
|
Is the General Ledger
updated in real time?
|
X
|
|
|
All information that you enter
into the Clients & Profits database is updated in real
time. That's because there's no modules to flow data between,
so you get up-to-the-minute accurate information all the
time.
|
1.2
|
The the accounting system accrual?
|
X
|
|
|
Clients & Profits includes a one-write,
double-entry accrual-based financial accounting system
designed to replace your current accounting system.
|
1.3
|
Can financial statements
be printed daily, weekly, and monthly for any period?
|
X
|
|
|
Financial statements can be
printed any time. Reports can be printed for a specific
date range or accounting period.
|
1.4
|
Does the
system support multiple profit centers?
|
X
|
|
|
Clients & Profits
Pro and C&P X: Enterprise Edition allow you to set up profit centers
to track the financial performance of different parts of
your business without maintaining a separate set of books,
although each profit center has its own chart of accounts.
|
1.5
|
Does the system allow
departments?
|
X
|
|
|
Clients & Profits Pro and Enterprise Edition
allow you to set up departmental G/L accounts to track
costs for each department. Departmental G/L accounts can
be categorized into a profit center. In C&P Classic,
you can assign staff to departments, but not G/L accounts.
|
1.6
|
Can we proof G/L entries
before they post?
|
X
|
|
|
In Clients & Profits, journal
entries don't make the G/L until you post them. You can
print proof lists to double-check your work, then post
by individual JE, or batch post by date or operator.
|
1.7
|
Can we track overhead
expenses?
|
X
|
|
|
In Clients & Profits Pro and
Enterprise Edition, you can track overhead expenses. Overhead invoices
can be split between job cost and overhead G/L accounts.
|
1.8
|
Can overhead be allocated?
|
X
|
|
|
Clients & Profits Pro and Enterprise Edition
let you allocate overhead costs based on four different
formulas: Agency Direct Service Costs, Agency Billings,
Agency Income, and Agency Direct Client Hours.
|
1.9
|
Can we have more than
12 accounting period open simultaneously?
|
X
|
|
|
Clients & Profits
Classic allows 15 accounting periods to be open at one
time. C&P Pro and Enterprise Edition allow 24 open accounting periods.
|
1.10
|
Can we create a budget?
|
X
|
|
|
Monthly budget amounts can be entered
for every G/L account, and can be reviewed on-screen or
printed for any accounting period or quarter.
|
1.11
|
Can we mark taxable items?
|
X
|
|
|
You can set up two different sales
tax rates for each task, and each client can have customized
tax rates, or none at all. You can customize the tax rates
and taxable work on each job ticket, too.
|
2.0 |
Accounts
Payable |
2.1
|
Can we run AP aging
for any period?
|
X
|
|
|
You can customize the invoice
and account agings for specific or all vendors, and for
customizable aging periods (the default is 30-60-90 days).
|
2.2
|
Can we set up automatic
recurring payables?
|
X
|
|
|
Payables can be automatically
repeated any number of times in the coming year. These
payables are automatically entered as posted invoices on
their scheduled date, then proofed and posted like regular
invoices.
|
2.3
|
Can the system write
checks? Can we add handwritten checks?
|
X
|
|
|
Clients & Profits X: Enterprise Edition,
Pro, and Classic write and print checks, and keeps a detailed
check register. You can also hand write checks and record
the information in Clients & Profits, but handwritten
checks will be skipped when you print the others.
|
2.4
|
Can we proof vendor
invoices before they post to the jobs?
|
X
|
|
|
When you add vendor invoices,
they are unposted. You can print a proof list to review
the invoices, then post them one at a time or in batches.
|
2.5
|
Can posted invoices
be unposted?
|
X
|
|
|
You can easily unpost invoices,
which creates reversing debit and credit journal entries
in the GL. Unposting also reduces the vendor's account
balance and removes the costs from jobs and tasks.
|
2.6
|
Are vendor invoices linked to the
job?
|
X
|
|
|
Accounts Payable is seamlessly integrated
with the vendor files, jobs, tasks, and the G/L. When an
invoice is posted, it updates everything at once. Vendor
invoices can be distributed among many jobs.
|
2.7
|
Can an invoice be edited once it's
posted?
|
X
|
|
|
For better accountability, posting makes invoices
permanent. If you need to change it, you can make adjusting
entries against it. Or you can unpost the invoice, edit
it, then repost it.
|
2.8
|
Can invoices be posted one at a
time, or in batches?
|
X
|
|
|
When invoices are posted, they
update the G/L. You can post a single invoice, all unposted,
or in batches by period or operator.
|
2.9
|
Can we add Purchase Orders?
|
X
|
|
|
Anyone with access privileges can add purchase
orders, and you can set a maximum order amount for each
user.
|
2.10
|
Are POs automatically numbered?
|
X
|
|
|
Yes, orders are automatically numbered when
they're added, and you can set the starting number in the
Preferences.
|
2.11
|
Can POs be approved in the system?
|
X
|
|
|
Yes, anyone with the right privileges can
approve a purchase order by clicking a checkbox. (The orders
can be unapproved by unchecking the box.)
|
2.12
|
Can we run an Open PO report?
|
X
|
|
|
Yes.
|
2.13
|
Can a PO be revised once it's created?
|
X
|
|
|
Yes. The system keeps track of the revisions,
and prints the current revision number on the order.
|
2.14
|
Can POs be prebilled?
|
X
|
|
|
You can prebill POs (and insertion and broadcast
orders) with a single mouse-click, which creates an invoice.
|
2.15
|
Can POs be cloned?
|
X
|
|
|
Existing POs can be cloned for new purchases.
Details can be edited to tailor-fit the current job.
|
2.16
|
Will a PO amount change when we
add a vendor invoice?
|
X
|
|
|
Yes, the A/P invoices are linked to POs. When
an invoice is added that references a PO number and line
item, Clients& Profits self-reconciles the actual cost
with the order amounts. The PO's balance is updated automatically
each time an invoice is posted.
|
2.17
|
Can our logo be included on POs
and invoices?
|
X
|
|
|
You can import a graphics file into POs, invoices
and estimates. For more information, click here.
|
3.0 |
Billing & Accounts
Receivable |
3.1
|
Can we run AR aging
for any period?
|
X
|
|
|
You can customize the invoice
and account agings for specific or all vendors, and for
customizable aging periods (the default is 30-60-90 days),
and you can run the report at any time.
|
3.2
|
Can we set up retainers?
|
X
|
|
|
Client retainers can be automated
using retainer schedules. Uninvoiced retainers will appear
on your retainer aging reports, letting you know it's time
to invoice them.
|
3.3
|
Can we do advance client payments?
|
X |
|
|
Advance billings can be added and applied
to future client invoices using Clients & Profits Pro
or Enterprise Edition. Classic does not have this feature.
|
3.4
|
Can we bill from the estimate?
|
X |
|
|
You can create an invoice from any estimate.
Just indicate the percent you want to bill, mark the estimate
tasks you want to bill, and Clients & Profits automatically
computes the invoice amounts.
|
3.5
|
Can we do a partial billing?
|
X |
|
|
You can do an progress billing any time.
|
3.6
|
Can we bill more than one job on
an invoice?
|
X |
|
|
Clients & Profits allows you to create
multi-job billings to consolidate jobs onto a single invoice.
|
3.7
|
Can I bill miscellaneous charges?
|
X |
|
|
You can add a miscellaneous billing, an invoice
for a finance charge, and even add a credit.
|
3.8
|
Can billing be automated?
|
X |
|
|
The auto-billing feature in Clients & Profits
creates invoices automatically for unbilled jobs. Just
enter the status code range, client, and period. Invoices
are then created for you to proof and post.
|
3.9
|
Can a single payment be applied
to more than one job?
|
X |
|
|
You can split a single client payment between
many jobs by applying a specific amount or by auto-allocating
the total payment evenly across several jobs.
|
3.10
|
Can I proof invoices before they
are posted?
|
X |
|
|
Yes, you can proof invoices prior to posting
them, and to save time you can post invoices in batches
(or individually).
|
3.11
|
Can I reprint an invoice?
|
X |
|
|
Yes, you can print or reprint an invoice at
any time.
|
4.0 |
Time Keeping |
4.1
|
Does the system include a time
keeping feature?
|
X
|
|
|
Everyone can enter their own time using the
built-in daily time card.
|
4.2
|
Is the time card automatic?
|
X
|
|
|
The time card includes a stopwatch that will
automatically add your time.
|
4.3
|
Can unbillable time be recorded
using time cards?
|
X
|
|
|
Time entries can be for billable, unbillable
or overtime hours.
|
4.4
|
Can time entries include a description
of work done?
|
X |
|
|
A notes field allows users to add a lengthy
description of work done on the job. This description can
be linked to the Job Ticket's Job
Diary by clicking a checkbox.
|
4.5
|
Can managers track how much time
an employee records?
|
X |
|
|
There's several ways for managers
to keep tabs on how much time employees are recording.
First, managers can use a feature called Time Cop, which
automatically notifies managers if a time card isn't completed.
You can also require that a certain number of hours be
accounted for on time cards. Managers can also run productivity
reports.
|
4.6
|
Can one person enter everyone's
time?
|
X |
|
|
Time can also be recorded on a time sheet,
which shows net and gross amounts.
|
4.7
|
Can time cards be edited?
|
X |
|
|
Time can be edited, and the period that the
user can edit their own time can be limited to a certain
time frame, such as one week.
|
5.0 |
Job Tickets |
5.1
|
Does the system include an electronic
job ticket?
|
X |
|
|
The job ticket is the foundation of Clients & Profits.
It manages everything you do. It tracks estimates, schedules,
costs, time, billings, and profit.
|
5.2
|
Can jobs be numbered individually
for each client?
|
X |
|
|
Job numbers can have up to 10 characters and
can include client code. They can be numbered for each
client, or consecutively for all jobs in the shop.
|
5.3
|
We do a lot of similar jobs. Can
adding these jobs be automated?
|
X |
|
|
You can set up job templates,which copy preset
tasks, estimate options, and traffic tools. If you use
a job template, you can tailor it to better fit the job
at hand.
|
5.4
|
Can job tickets be cloned?
|
X |
|
|
Existing jobs can be cloned into new jobs,
making an exact duplicate of the original job. Cloned jobs
get a new job number.
|
5.5
|
Can we add a creative brief?
|
X |
|
|
You can include 15 steps (or headings) for
each job ticket. The text fields are unlimited.
|
5.6
|
Can we track print specs?
|
X |
|
|
Clients & Profits includes a comprehensive
Print Specs window, which includes areas for print, film,
seps, and more.
|
5.7
|
Can we include a lengthy job description?
|
X |
|
|
The best place to add lots of detail about
a job is in the Work Order, which includes a text field
and a graphics box that you can paste a scanned image into.
You can also add detail at the task level by adding a long
description to the individual tasks.
|
6.0 |
Job Costing |
6.1
|
Can we add jobs that don't get
billed, like pro bono or house jobs?
|
X |
|
|
When you add the job, check the "unbillable" box,
which keeps the job from showing up on billable job reports.
You'll still be able to record and report job costs. (You
can also set up clients as "always unbillable".)
|
6.2
|
Can we add estimates to jobs?
|
X |
|
|
You can add estimates, and revise them an
infinite number of times, saving each revision for historical
reference.
|
6.3
|
Can we add change orders to jobs?
|
X |
|
|
Change orders can be added at any time, and
record additional costs, time, and materials.
|
6.4
|
Can a job have a budget?
|
X |
|
|
Budget amounts are set up in the Estimate
window, which give you at-a-glance profitability estimates.
|
6.5
|
Can the cost of supplies be added
to a job?
|
X |
|
|
You can add supply cost (plus markup, if you
want) to jobs.
|
6.6
|
Can costs be transferred from one
job to another?
|
X |
|
|
Costs can be moved from one job to a different
job, and from one client's job to another client's job.
|
6.7
|
Can we stop people from working
on jobs that are over budget?
|
X |
|
|
You can set budget alerts to either warn or
stop users when the job has recorded costs to within a
customizable percent of estimate.
|
6.8
|
Can jobs for certain clients have
special billing rates?
|
X |
|
|
You can set special billing rates for individual
clients, and jobs can be billed by those client rates.
You can also bill by staff billing or task billing rates.
|
7.0 |
Traffic and
Scheduling |
7.1
|
Can specific tasks be assigned
to individuals?
|
X |
|
|
Tasks are assigned to individuals using the
scheduling tool on the job ticket.
|
7.2
|
Can staffers view the tasks they
have to do?
|
X |
|
|
Staffers can see what they need to do with
either the work-to-do report or their weekly task planner.
|
7.3
|
Can the system provide a "big picture" view
of where all the jobs are?
|
X |
|
|
Use the milestones feature in Clients & Profits
to keep track of important job dates. The Production Planner
is a graphical representation of all the shop's jobs.
|
7.4
|
Can we see where a job is through
detailed deadlines?
|
X |
|
|
The Job Schedule tracks every step of the
job, who's going to do it, and when it is due.
|
7.5
|
Can we update every job from one
window?
|
X |
|
|
You can update traffic for every job in the
shop in the Traffic window.
|
7.6
|
Can staffers mark tasks "finished"?
|
X |
|
|
Users can mark a task "finished" right from
their time card, or in the Job Schedule window. They can
also update traffic through the time card.
|
7.7
|
Will staffers know when a job is
ready to work on?
|
X |
|
|
Clients & Profits includes automatic e-mail,
which will send a message to key staffers when a job's
production status code changes. So when a job's status
changes from "estimate" to "in production," for example,
a message will be automatically sent to the people who
need to know about it.
|
7.8
|
Can we assign the same task to
several different people?
|
X |
|
|
You can set up subtasks on the Job Schedule,
which allows you to assign different staffers, due dates,
and details to a task that may be assigned to several people
or require multiple steps to complete.
|
8.0 |
Media |
8.1
|
Can we create media plans?
|
X |
|
|
An unlimited number of media plans can be
created for broadcast and print insertions. Not available
in Clients & Profits Classic.
|
8.2
|
Can we create Insertion Orders
and Broadcast Orders?
|
X |
|
|
Yes, and these orders can be created with
one mouse click from the media plan.
|
8.3
|
Does the system interface with
a media buying system?
|
X |
|
|
Clients & Profits links directly to SmartPlus,
Tapscan and Strata to import your media buys for easy costing
and billing.
|
8.4
|
Can we create media estimates?
|
X |
|
|
Yes, and like media plans, you can create
IOs and BOs from the media estimate.
|
8.5
|
Can we store ad close, space buy,
rates, and other media data?
|
X |
|
|
Yes, you will enter this information once
when you set up the media vendor. Once complete, you can
access a station or publication, then double click on the
buy for vendor details.
|
8.6
|
Can we prebill media?
|
X |
|
|
Clients & Profits includes a one-click
prebilling feature.
|
8.7
|
Can we add a make good?
|
X |
|
|
Clients & Profits includes a one-click
make good feature.
|
8.8
|
Can we set up special contract
rates for certain clients?
|
X |
|
|
Yes. The station's or publication's standard
rates will be replaced by the client rates for buys made
on behalf of the client.
|
8.9
|
Does the system handle media WIP
accruals?
|
X |
|
|
WIP media accruals are posted automatically
from media billing using the net cost of the insertion
or broadcast order for accrual journal entries, which update
a special WIP accrual G/L account, When the media vendor's
invoice is entered, it reconciles the actual cost of the
media with the accrued cost, then makes the reversing entry.
|
8.9
|
Can media buys be prebilled?
|
X |
|
|
Orders can be prebilled directly from the
IO/BO window either one at a time or in batches.
|
9.0 |
Account Management |
9.1
|
Can we list more than one contact
for a client?
|
X |
|
|
Each client has one key contact,
but you can identify contacts for new jobs and billings,
plus add two alternate contacts.
|
9.2
|
Can we include a physical address
that is different from the client's billing address?
|
X |
|
|
The physical address is included in the client
window and appears on printed estimates and change orders.
The billing address appears on invoices.
|
9.3
|
Can we include notes about the
client separate from specific jobs?
|
X |
|
|
The Client Diary feature allows you to record
notes about the client, and e-mail the note to people in
your company who should be aware of the note. You can also
post-date an entry to remind yourself to follow-up, for
example, and schedule an e-mail it to yourself for delivery
on that date.
|
9.4
|
Can we setup annual client budgets?
|
X |
|
|
Budgets can be set up for each client, and
you can run budget vs. actual billing reports.
|
9.5
|
Can we include a creative brief
with a job?
|
X |
|
|
The creative brief in Clients & Profits
includes 15 customizable headings and text fields. (The
text fields will accept an unlimited amount of characters.)
|
9.6
|
Can we look up old jobs?
|
X |
|
|
You can look up jobs as far back in history
as your database goes. Old jobs can easily be cloned into
new jobs (see 5.4).
|
9.7
|
Can we see how profitable each
client is?
|
X |
|
|
You can run several profitability reports,
including gross margin by client, project profitability,
client vs. client gross margin, comparative client profitability,
and projected gross margin by client (Pro and Enterprise Edition only).
|
9.8
|
Can we see historical information
for vendors?
|
X |
|
|
You can look up old POs, journal balances,
and other historical information. Vendors, like clients,
can be marked active or inactive.
|
9.9
|
Can the system calculate commissions?
|
X |
|
|
Commission on media plans and media billings
is calculated automatically. Commission on all other jobs
is included as a line item.
|
9.10
|
Can estimates be edited?
|
X |
|
|
You can revise estimates an infinite number
of times, and each revision is saved and numbered. When
the client approves one, that estimate is approved as "final," but
previous revisions can still be viewed.
|
9.11
|
Can we add change orders?
|
X |
|
|
You can add an unlimited number of change
orders, and each change order can include up to 4 items.
|
9.12
|
Can clients look up their own jobs?
|
X |
|
|
Clients can access their jobs using My
Clients & Profits!, a web server add-on. Clients
can only see their own jobs, schedules, and billings.
|
| 9.13 |
Can clients have more than one contact? |
X |
|
|
You can add an unlimited number
of client contacts, each with their own phone and fax numbers,
e-mail and mailing addresses, and more. Plus, you can add
special notes and reminders about each client contact. |
| 9.14 |
Can we create sales campaigns? |
X |
|
|
You can create an unlimited number
of sales campaigns with the new Sales>Maker, each with
up to four follow-up pieces. |
| 9.15 |
Can we add form letters? |
X |
|
|
You can add an unlimited number
of form letters. |
| 9.16 |
Can we add one-time send letters? |
X |
|
|
You can also add one-time send e-mails. |
| 9.17 |
Can we add call scripts? |
X |
|
|
Just like e-mail and letters, you
can add call scripts to any campaign, or as a one-time script. |
| 9.18 |
Can we schedule letters and e-mails
to be sent at a future date? |
X |
|
|
Clients & Profits will send
e-mail, and print letters and call scripts on the date they
are scheduled for. |
| 9.19 |
Can we set up meetings? |
X |
|
|
The new Meeting>Maker can schedule
and coordinate meetings at any time with e-mail confirmations
sent to each attendee (even clients). |
| 9.20 |
Is there a calendar feature? |
X |
|
|
Clients & Profits includes a
multi-user calendar, including a company calendar, personal,
traffic, media, cash, and client calendars. Entries can be
added at any time, and you can schedule e-mail reminders. |
| 9.21 |
Can I make notes about phone calls
with clients? |
X |
|
|
Use the client diary/call log to
record any client interaction or notes. Entries appear in
a sortable master list, and can be e-mailed. |
10.0 |
Technical
Information |
10.1
|
What hardware is recommended?
|
X |
|
|
Click here current
system recommendations.
|
10.2
|
Can the system run on Windows and
Macintosh (including OS X) platforms simultaneously?
|
X |
|
|
Clients & Profits is completely cross-platform.
It looks and acts the same regardless of which operating
system you're using.
|
10.3
|
Can we upgrade without rekeying
data?
|
X |
|
|
When you upgrade from one release to the next,
or from one software package to the next higher level,
your database converts automatically without losing any
information.
|
10.4
|
Are "old" versions supported after
new versions are released?
|
X |
|
|
Clients & Profits still supports every
version ever released.
|
10.5
|
Can we write custom reports?
|
X |
|
|
Job Tracker,C&P Pro, and C&P: Enterprise Edition include
a custom report writer, as well as read-only ODBC so you
can read your C&P database into other ODBC software,
like Crystal Reports or Excel.
|
10.6
|
Are updates available for download?
|
X |
|
|
Updates are announced on our What's
New web page, and available for download from our
web site.
|
10.7
|
Does the system lock records to
allow only one person to edit a record at a time?
|
X |
|
|
Clients & Profits locks records
so they can't be edited by two people at the same time.
(When a record is locked, the computer's pointer becomes
a padlock.) Clients & Profits allows multiple simultaneous
inquiries.
|
10.8
|
Can batch processes be run without
requiring everyone to log out of the system?
|
X |
|
|
All batch processes--with the exception
of backing up the database--can be run while users are
logged in. You can set up automatic quit times for users,
which logs them out of the database in case they forget.
|
10.9
|
Does the system include a web interface?
|
X |
|
|
My Clients & Profits! is web
server software that works with Clients & Profits Classic,
Pro, Job Tracker, or Enterprise Edition. click here for
information and a free demo.
|
10.10
|
Does the system allow multi-level
security settings?
|
X |
|
|
Each user's access is set up using
detailed access privileges. Users log into the system using
secure passwords.
|
10.11
|
Is the system scalable?
|
X |
|
|
Clients & Profits is designed
to grow with you, allowing expandable licensing to add
more users, as well as an upgrade path so you can grow
into the next software -- without losing data.
|
10.12
|
Does the system check for errors
as data is being entered?
|
X |
|
|
Clients & Profits includes
interactive error checking (by pressing the tab key to
move from field to field). Incorrectly entered data --
or fields that require an entry but are left blank--will
activate either a lookup list or customizable message window.
|
10.13
|
Can we set up our own tasks, chart
of accounts, and other data tables?
|
X |
|
|
The data tables in Clients & Profits
are completely customizable, so you can set it up with
familiar data name and/or numbers.
|
10.14
|
Can we get help setting up the
system?
|
X |
|
|
Assistance is available through
our Helpdesk, web site, or e-mail. You can work with a
consultant if you wish. For a list of Clients & Profits-approved
consultants, click here.
|
10.15
|
Can reports be e-mailed?
|
X |
|
|
Any report in Clients & Profits
can be written as a PDF file. |
10.16
|
Can we export reports to Excel?
|
X |
|
|
Reports in Clients & Profits
can be exported to Excel. You can also copy the report
to your clipboard and paste it into a word processing software,
if you like.
|
11.0 |
General Information |
11.1
|
Is your company familiar with creative
businesses?
|
X |
|
|
Clients & Profits Worldwide has
worked exclusively with creative businesses since its founding
in 1986. Both management and staff have experience in creative
business operations and management.
|
11.2
|
If we can't remember a task, client,
or vendor code, for example, can we look it up?
|
X |
|
|
Any time you can't remember a code,
just press tab to bring up a look up list. The look up
lists are sortable by data code or description. You can
also access look up lists from the menu bar.
|
11.3
|
Can we view reports on-screen before
printing?
|
X |
|
|
By choosing "Print to screen" in
your report window, the report will print to your computer
screen first. You can also set up users so that their reports
always print to screen first. Once printed to the screen,
reports can easily be sent to your printer.
|
11.4
|
Is the system user-friendly?
|
X |
|
|
Clients & Profits is designed
to work like you do, so the workflow is familiar. With
toolbar buttons, a running help bar, keyboard commands,
and drop-down menus, most users become comfortable with
Clients & Profits very quickly.
|
11.5
|
Is phone help available?
|
X |
|
|
Patient, practical help is available
by phone, e-mail, and our web site.
|
11.6
|
Is training available?
|
X |
|
|
Clients & Profits offers training
through our web site, classroom instruction, or our nationwide
network of independent, Clients & Profits-recommended consultants.
|
11.7
|
Is management of your company consistent?
|
X |
|
|
The company's founder and developer,
Mark Robillard, has run the company since its founding
in 1986.
|
11.8
|
Does the software include documentation?
|
X |
|
|
You'll get one Feature Guide for
each user license purchased plus a tutorial, Database
Guide, and installation guide. Detailed information
is available in our online user
guide.
|
11.9
|
Do you provide continuing education?
|
X |
|
|
We provide advanced training classes
for managerial level users. Additionally, we send quarterly
newsletters with tips, suggestions, and new information.
|
11.10
|
Do you solicit information from
users for new versions?
|
X |
|
|
We have a great system in
place to record features that users "wish" were in the
software. When new versions are released, users wishes
are incorporated.
|
11.11
|
Do you promote networking between
users?
|
X |
|
|
Clients & Profits users can
join our online user group --
a great forum for sharing ideas, how the get the most out
of C&P, and best business practices.
|
12.0 |
Vendor Information |
| 12.1 |
When did the company start selling
agency software? |
1986 |
|
|
Clients & Profits only designs,
sells, and support software for creative businesses |
| 12.2 |
Who owns the company? |
|
|
|
Clients & Profits Worldwide is an
independent corporate. It is 100% owned by company's founder
and developer, Mark Robillard. |
| 12.3 |
How many sites use the software? |
2,500+ |
|
|
Over 2,500 ad agencies, design firms,
and corporate marcom departments use Clients & Profits
every day. |
| 12.4 |
What's the upfront cost of the software |
$3500-$9500 |
|
|
Cost is based on the version plus
the number of concurrent users. |
| 12.5 |
What's the monthly license fee |
$4999-$11,499 |
|
|
C&P Classic, C&P Pro, and
Job Tracker have no monthly license fees. Only the client/server-based
Clients & Profits X: Enterprise Edition has a monthly fee. |
| 12.6 |
What's the cost of annual support? |
15% |
|
|
An annual support subscription costs
15% of the software's list price. |
| 12.7 |
How many employees? |
25 |
|
|
All of the Clients & Profits staff
members take support calls! |
| 12.8 |
Does the company sell products for
other industries? |
No |
|
|
Clients & Profits has only ever
made agency management software. |
| 12.9 |
Are user references available? |
Yes |
|
|
References and success
stories are available. |
