What is Clients & Profits X?

Buyer's Guide
You'll find helpful information here for evaluating about
choosing an agency management system.

Feature
Comparison
This page compares the
functions offered by
the Clients & Profits
X system.

System
Recommendations
Find out what you need to run Clients & Profits X .

Key Features - a brief look at what Clients & Profits X can do for you

• ACCOUNT MANAGEMENT Set up accounts for both active and prospective clients. Track contacts and activities with diary entries. Keep billing information such as billing rates, finance charges, and sales taxes. Track budgets, jobs, and billings with client projects. Schedule automatic monthly retainers. Review open jobs, billings, account balances, and year vs. year stats by client.
  
  
• JOB TRACKING Open online job tickets for any kind of work. Creative briefs, work orders, and printing specifications forms describe the scope of every job. Estimates can be created from jobs without rekeying. Define billing rates, contingencies, and specifications for similar types of jobs to prevent errors and confusion. Add change orders to document revisions. Review the job's progress and work in progress at any point from any computer. Close a job with a single mouse click.
  
  
• PRODUCTION/TRAFFIC Print daily job status reports, weekly traffic reports, and work-to-do checklists for creatives and production staff without rekeying data. Track jobs by production status and billing status. Manage both billing and unbillable (X -bono) jobs. Traffic reports highlight the job's milestones. Job schedules show due dates for individual tasks assigned for staff members. Sub-tasks allow a task to be delegated among several people, each with its own production details and deadlines. Print timelines for each job's deadlines. Production and traffic reports show up-to-minute job data, so are always dependable. Anyone can update job status, milestones, and schedules any time, including from their time card.
  
  
• MEDIA PLANNING & BUYING Open media estimates, broadcast media plans, and print media plans to planning weekly, monthly, and quarterly media schedules. Create insertion orders automatically from media plans and estimates with rekeying. Insertion and broadcast orders can be automatically billed with a single mouse click. Import media buys from media buying systems such as SmartPlus, Strata, and TAPSCAN.
  
  
• JOB COSTING Add and print purchase orders that update job tickets automatically. POs can be added for job costs or agency overhead purchases. Purchase orders can be approved online. POs and vendor invoices are automatically reconciled without double-entry when the invoice is entered into Accounts Payable. Vendor invoices can be added for job costs, overhead expenses, or both at the same time. Staff members can enter their hours throughout the using a pop-up time card or a weekly time sheet. In-house expenses can be entered from expense reports, and are automatically reconciled with employee expense advances. Costs for internal charges (e.g., film, output, CDs, etc.) is calculated automatically from a customizable price list.
  
  
• BILLING Nine different billing types (i.e., job billing, estimate billing, progress/final billing, multi-job billing, media billing, retainer billing, advance billing, miscellaneous billing, and finance charge) can handle any kind of billing need for even the demanding clients. Bill clients for jobs at any point during their progress, whether the job is finished or not. Any job can be billed any number of times for any billing amount. Billing amounts are applied to job costs, automating WIP. Advances and retainers can be billed to jobs and clients, respectively. Sales tax is automatically calculated and summarized on a special sales tax report. Printed invoices look like estimates to prevent payment-delaying questions from clients.
  
  
• ACCOUNTING The integrated one-write, double-entry General Ledger supports 24 accounting periods with a customizable Chart of Accounts that can contain an unlimited number of accounts for up to 99 profit centers. It tracks client deposit, client payments, and account balances. Checks can be written for employee expense advances, vendor payables, or direct purchases from any number of checking accounts. Overhead expenses can be tracked with built-in budget reports. Media WIP is integrated with job costing and billing, so it is self-reconciling. Payroll entries can be imported from CheckMark Payroll or keyed in from a third-party payroll provider.
  
  
• FINANCIAL MANAGEMENT Print a complete set of financial reports including the Income Statement, Trial Balance, Balance Sheet, audit trails, account ledgers, budgets, cash flow, WIP, and financial ratios. Analyze profitability and productivity for any time period by job, client, AE/team, project, and more. Best of all, financial and management reports can be printed at any time during the month, as well as for any month during the year. Forecast cash requirements with the calendar-based Cash Flow tool. An overhead allocation tool lets you split the agency's overhead expenses automatically using different user-defined formulas. Financial data can also be access by Crystal Reports, Microsoft Access, Excel, and other programs via ODBC.
  
  
• SECURITY & ADMINISTRATION Only authorized users with active user accounts and passwords can access Clients & Profits X . Each user has a custom set of access privileges that control exactly what each staff person can see and do. Access privileges and passwords can only be set by authorized system managers. Extensive preferences let system managers fine-tune how Clients & Profits X works in your environment.
  
  
• USER INTERFACE A true graphical user interface designed especially for Macintosh and Windows. Clients & Profits X also includes extensive keyboard shortcuts, pop-up lookup lists for clients, vendors, G/L accounts, jobs, task, etc., and an advertising-tuned spell checker. Estimates, schedules, POs, invoices, and statements print on plain paper instead of expensive preprinted forms.

See samples of over 300 Clients & Profits reports

• File Server You'll need a Power Mac, Windows NT, or Windows 2000 PC to use as the Clients & Profits file server. No additional software is needed for Clients & Profits.
  
  
• Web Server To run the optional My Clients & Profits! web server you'll need a dedicated Macintosh or PC that has a full-time connection to the database server and the internet. A full-time, high-speed connection (DSL, ISDN, cable, T1, etc.) is recommended for best performance. Slower internet connections will work, but will support fewer concurrent users. The My C&P! web server also needs a fixed IP address.
  
  
• Workstations Each Clients & Profits X user needs a Power Mac G3 (or better) or a Pentium 2 (or better) with 8-16 MB of available RAM for the C&P X application. Clients & Profits X supports up to 100 concurrent users..
  
  
• LAN Clients & Profits X requires a 10/100baseT local area network running TCP/IP for internal users.

What you'll need to run Clients & Profits X

Try Clients & Profits X for yourself The free Clients & Profits X trial demo lets you use your own clients, job tickets, time, and more.

Try Clients & Profits X for yourself

For a free demo CD, please call Clients & Profits Sales at (800) 272-4488.