Individual – industry specific – adaptable any time
An overview of all modules
Select the basic packages from the overview in accordance with your requirements. These packages compliment one another. The CRM basic package is always included and you can either add the Time Recording basic package or all basic packages to this.
The first basic package contains a complete CRM system for managing contacts, suppliers, customers and staff. Customer histories and follow-up lists ensure every activity with your contacts can be tracked. All contacts can be classified themselves and be allocated as many characteristics as necessary to enable them to be effectively selected and automatically searched for.
It lays the foundations for every integrated complete solution – it is the heart and soul of your database, and may be combined with any other basic package, as well as the following modules.
The second basic package builds on from basic package 1, additionally including job management to enable full time recording for agency services based on standard of customer-specific hourly rates. All persons participating in the project are listed as job partners, and are permanently accessible.
Together with the job management, the heart and soul of this package is the fully integrated time recording function, which allows every staff member and freelancer to allocate their work to customers and jobs based on different, customisable methods. Detailed job reporting rounds off the matter of transparency and monitoring for all in-house services rendered.
May be combined with any other basic package, as well as the following modules.
The third basic package allows all operational elements to be displayed in one comprehensive, integrated solution. In addition to basic packages 1 and 2, it also includes a full offer and budget management function, as well as a complete accounting feature. Furthermore, it boasts a cost accounting function which integrates all third-party costs into the system, thereby making them available for accounting and controlling.
This is where it also makes sense to have a complete business reporting feature. The company can control revenue, third-party costs, income, HR costs and contribution margins for jobs, customers and all other definable structures with the click of a button.
It may be combined with any other basic package, as well as the following modules.
Here you will find the additional modules for your individually configurable solution. You need these to supplement the basic packages.
The Project Management module contains everything relating to milestones, tasks and deadlines for staff and freelancers, based on projects and customers. Different forms of representation make it possible to track the predefined processes precisely, and adjust them if necessary. Gantt charts and calendars additionally ensure transparency and acceptance.
The basic “Budgeting and accounting” package already includes any processing of third-party costs. Those who tend to perform the company’s accounting tasks at home will also enjoy some additional tools, such as cash management, electronic SEPA payment system, reminders for outstanding receivables, and overviews for outstanding items and half-finished services.
In addition to the master data in the CRM basic package, this package manages all interested parties and contacts due to play a role in the company’s new business. The aim here is to use campaigns, promotions and follow-up lists to create an environment which solidly supports and promotes the acquisition of new customers.
Dialogue for interested parties
The Ordering module can be integrated for businesses whose projects involve a significant amount of third-party costs. Requests per project to suppliers who allow their bid content to be managed serve as the selection basis when ordering the required service. Once the orders have been placed, the incoming third-party invoices can be matched with the outstanding orders to give an idea of the third-party costs still to be expected.
Checking and approving invoices
The module is perfect for bug tracking, thanks to the individually defined criteria in the ticket system. It enables the mapping of work cycles classically found at online agencies and IT companies. Documents, uploads and emails can also be handled in a ticket. The ticket can be processed for projects and customers, ultimately ending up in the time recording and accounting.
Building on from the management of publishers and media master data, the company uses this module to specify media involvement for its customers. These may be managed in the price lists using individually definable criteria – whether it be page prices, mm prices, pixel prices, second prices or prices per clicks, the user sets their environment themselves. Orders to publishers, recording of published invoices, as well as advance and final invoices to customers are also included, as are cost plans and distribution schedules.
For fast, simplified access to system sections, this module enables all browser-compatible, mobile end devices to retrieve contacts, companies, tasks, deadlines, jobs and personal time recording.
Here you can select the interfaces you wish to use in your system.
In general, you tell us the financial accounting software you use either at your company or through your tax advisor, and we’ll ensure your relevant data is exported from PROAD to the FA software.
Email processing is based on creating and administrating all staff members’ email accounts. You can manage as many email accounts per staff member as you wish.
When allocating incoming emails, the preselected accounts are read out and classified based on different criteria. You can assign each email to companies (customer, interesting party, supplier), persons (contacts, staff, freelancers), a job, a ticket or a task. The allocated emails can then be retrieved and edited directly in the respective section.
Contacts, deadlines and tasks are also synchronised as part of a synchronisation with Exchange.
The interface to the Mediaservice Wasmuth database is available as an add-on for the PROAD Media Planning and Implementation module, giving you 24-hour access to the latest data and rates provided by Mediaservice Wasmuth.