How it works for Creative

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Finally, ad agency software that creatives can appreciate. For starters, Workamajig's intuitive interface makes completing timesheets and expense reports quick and easy. But that's just the beginning. From storing all project assets to displaying client feedback, Workamajig streamlines the entire creative process. What's more, you can personalize the look of Workamajig – and every creative will love that!

Creative Features

Stores Project Files
Displays Client Feedback
Simplifies Timesheets
Updates Project Schedules
Shows Creative Team Availability
Stores Project SpecsClick to Play

Streamlines Estimating

Don't reinvent the estimating wheel with every new project. With Workamajig, you simply use a template to prepare accurate estimates.

Monitors Creative Budgets

Is a creative team about to exceed a project's budget? Workamajig can send you an automatic email alert notifying you that a budget's about to be blown.

Reconciles Freelance Invoices

Juggling your responsibilities is difficult enough without having to worry if freelancers are submitting accurate invoices. Workamajig helps you out by verifying that freelancer invoices are properly coded to the projects they worked on.

Simplifies Expense Reports

Dread doing your expense reports no more. All of your jobs are already in Workamajig, so doing expense reports has never been easier or faster.

Shows Your Jobs

Can't remember what jobs you're supposed to work on? Relax. Workamajig can provide you with a quick glance of all the jobs that are currently assigned to you. No more jobs slipping through the cracks or the traffic manager coming around to bother you.

Locates Personnel

Has anyone seen Sally? Is Ned at lunch? Nothing can be more frustrating than trying to locate your team. Thanks to Workamajig's In/Out Board, you'll know exactly where everyone is – without leaving your desk.

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Key Features

General

  • Web-based system
  • Smartphone and tablet access
  • Mac and PC Compatible
  • Global search

CRM

  • Imports all contacts
  • Integrates contacts with Outlook/OSX
  • Synchronizes calendars
  • User-friendly searching
  • One integrated contact screen
  • Supports Win Without Pitching
  • Opportunity forecasting widgets/reports

Scheduling

  • Creates schedules with unlimited tasks
  • Gantt Chart and calendar views of schedules
  • Tasks integrated into timesheets
  • Shows resource availability
  • Sends alerts if individuals/groups overloaded
  • Creates schedules entering just one date

Collaboration

  • Allows project file sharing
  • Routes files to client for approval
  • Tracks emails on every project
  • Stores forms for every project

Job Costing

  • Project and campaign estimating
  • Sends quote requests to vendors
  • Bids go directly into system
  • Automatically converts estimates to POs
  • Supports unlimited estimate formats
  • Routes estimates directly to client
  • Real-time budget status views
  • Budget alerts and notifications

Accounts Payable

  • Reconciles vendor invoices
  • Reconciles invoices against media orders
  • Filters invoices to pay after billing client
  • Reconciles freelance invoices against timesheets

Accounts Receivable

  • Invoices generated with rates and markups
  • Invoices generated based on retainer agreements
  • Invoices generated based on dates/milestones
  • Invoices generated based on media orders
  • Reconciled invoices create charges/credits
  • AR Aging reports can be run by account person
  • Supports unlimited invoice formats