As an agency, you keep using the agency software 1Tool Always keep an eye on your customers, projects and marketing measures!
Working with different contact groups is exciting, but also brings with it a large amount of data and important information. A structured contact overview is therefore required for optimal support of your target groups. With the 1Tool Agency CRM, customers, journalists and suppliers of your agency are sensibly organized so that you can call up relevant data for a contact with one click.
It offers far beyond ordinary CRM software 1Tool as flexible agency software additional modules to support the day-to-day business of an agency. Whether advertising, PR or event agency, with the 1Tool improve your workflow and not only coordinate customer projects, but also manage your invoices, orders, documents and much more within a database.
In order to be able to assert oneself against one's competitors on the market, the care of existing customers is becoming increasingly important. Our agency CRM software helps you to professionally handle communication and the exchange of information with relevant contact groups. Thanks to the central database, employees can call up previous customer discussions and correspondence with just one click in order to be able to take specific measures and use relevant know-how in the event of a specific customer inquiry. Your customers will remain loyal to you!
As an advertising, PR or event agency, you must be able to handle numerous projects in parallel and always keep track of activities and tasks. With the 1Tool will give you the ideal solution for that Project management in your agency required. Any number of projects including project tasks, estimated working times, etc. can be created in a structured manner. Thanks to the definition of various project phases and different colors, the status of each project can be assessed at a glance. Necessary tasks can be created quickly and assigned to employees. Project-relevant documents can also be filed directly with the project with just a few clicks, so that every employee is kept up to date. By linking to the time recording module of the CRM agency software planned and actual project times can also be monitored at all times - so your project execution is guaranteed to be a success!
In addition to project and task management, you can also sales activities and finance easily with ours agency software deal with. Potential customers are stored in the system, sales opportunities are generated and – if the acquisition is successful – turned into a project. Thanks to booked working times and a link to the respective project or customer, you can automatically generate your invoice at the end of the project and send it by e-mail in a personalized way. In this way, you not only guarantee fair and transparent billing, but also save a lot of time and effort.
Where there is too much organizational effort, there is often not enough time for the really important things: yours creative daily business. The agency software provider 1Tool is the solution for this. You can have yours here organize the entire work process and thanks to ours modules simply decide for yourself which functions you need for your projects. This is exactly why our customers like to work with us 1Tool.