How it works for New Business

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New business is the key to keeping an agency strong and profitable. But if you're spending all of your time on processes, you're spending less time bringing in new business. That's where Workamajig comes in. Besides being the number one project management software for creative agencies, Workamajig is also an extremely flexible and powerful customer relationship management software. Workamajig totally replaces Outlook or Salesforce®, providing you with a faster and easier way to manage your new business leads – and turn those leads into clients.

New Business Features

Works Everywhere

Manages Contacts

Workamajig allows you to segment your prospects by sales stage and overall status of the opportunity. You can even link a phone conversation or letter to the project. Opportunity details can also be recorded and tracked to your Calendar, making it easy to view all prior meetings and discussions. Once your prospect becomes an actual client, Workamajig automatically links any specs and conversations recorded in the pre-sales process to the new project.

Automatically Syncs Contacts

Tracks Business Opportunities

Opportunities are new projects that you're discussing with current clients or potential clients. With Workamajig, you can customize these prospects and track your communication and activities with them far beyond just addresses and phone information.

Integrates Calendars
Flexible Searching
Supports Win Without Pitching® Tracking
Opportunity WidgetsClick to Play

Simplifies Schedules

Every edge you can get over the competition helps when pitching new business. Thankfully, Workamajig makes it quick and easy to create great looking schedules, calendars and Gantt Charts – giving you one more tool in your new business arsenal.

Impresses Clients

Have a potential client who wants estimates done “his way”? No problem. Workamajig supports unlimited estimate formats, so you can match your client's specific needs and style. You can also show your client how estimates can be routed directly to him for approval through the free client interface.

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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