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Project management software built for marketing agencies & creative teams

Workamajig’s robust, all-in-one project management capabilities let you create, estimate, schedule and deliver better-organized projects, faster
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Manage

Centralize communication & stop juggling multiple tools

Forget about chasing down tasks in one tool while sifting through client emails in another. Workamajig's all-in-one marketing project management software brings everything together in one place — tasks, conversations, calendars, budgets, timelines, notifications, and more.
WMJ - PM Today 20180813 (1)
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Real-time daily activity feed

The Today page gives you a feed of all activity across your projects
2 Health Meters

See & act on project warnings

Budget or timeline at risk? See all items requiring attention in one place
3 Report Center

Reports galore

Create, customize, and export reports that match your specific needs
Create

Fully-scheduled projects in just a few clicks

Make manual project setup (and finicky spreadsheets) a thing of the past. Workamajig’s powerful project templates help you kick-off your creative projects with ready-to-go schedules... all in just a handful of clicks.
WMJ - Project Creation 20180619
4 Schedule from Template

Instant schedules

See the exact resources, hours, and (optionally) budget you’ll need
5 Project Templates

Fully customizable

Copy from a template & edit to match your project’s requirements
6 single project gantt

Gantt charts

Visualize project tasks, dependencies, and timelines
PROJECT INTAKE

Go straight from client request to new project

Workamajig handles marketing projects — and whole creative campaigns — from the very first touch. Kick off a project directly from a CRM
opportunity or internal request, and scale up to whole campaigns using Workamajig’s project templates.
Project Requests
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Turn leads into clients

Take leads through your pipeline and into production, all in Workamajig
8 request a project

More options for intake

Automate intake with the Client Portal and go from request to project
9 Rquests to review for Approval

Route for approval

The right person gets the request & notifications keep everyone updated
Estimate

Generate branded, client-friendly estimates

Get sign off fast with detailed estimate templates that are ready to be customized with your logo and colors. Use estimates to manage scope, predict resourcing demands, and compare against actuals, ensuring your proposals get more accurate over time.
Project Estimates
10 Estimate of Labor based on process and resource need

Estimate labor and expenses

Based on your workflow and tasks using client-specific rate sheets
11 Quote request from an estimate

Generate quote requests

Automatically track and include quotes from vendors in your budget
10 or 12 Estimate overview showing profitability

Turn estimates into budgets

Get approval, see estimated profit, and track actuals against budgets
Vendors

Integrated vendor management

Request quotes from multiple vendors simultaneously, all from within Workamajig. Attach spec sheets, and let vendors submit their bids directly using free logins.
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13 Vendor Management open quotes and po

Manage purchase orders

Reconcile purchase orders across multiple projects to vendor invoices
14 PO to Vendor Invoice multi projects

Compare quotes to invoices

Watch for vendors regularly coming in significantly above their quotes
15 Vendor Reporting

Clear reporting

Spot overages and shortages & don’t miss billing opportunities
BUDGETING

Smarter, integrated project budgets

Stop budget overruns and rushed projects by creating detailed, realistic budgets using Workamajig’s powerful templates and financial reports.
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Budget breakdowns

Run through your budget by item, type, task, or person
18 Budget Vs Allocated Vs Actuals

See the big picture

View, filter, and drill down into budgets for all active projects
18 Budget Vs Allocated Vs Actuals

Track against actuals

Budget analysis reports show you budgeted hours vs actuals
REVIEWS

Proof, review, and approve work, all within Workamajig

Workamajig’s built-in approval routing and proofing workflow lets you or your client view, discuss, annotate, and approve creative work, all within the one tool.
WMJ -Deliverables 20180723
19 Route Files for Review (track rounds, include clients, Set process)

Integrates with your file system

Automatically track your existing project files in Workamajig
20 Track Comments and assign to team

Streamline revisions & approval

Internal & external users can review in Workamajig without an account
21 Compare to other rounds

Assign tasks with to-dos

Markup images & video, then easily create new tasks & monitor progress
INVOICING

Ensure all work gets billed with streamlined invoicing

Generate invoices automatically with details like time, materials, specific rates, and markups. Efficient invoicing is the key to healthy cashflow and Workamajig makes it a snap.
WMJ - Billing Today 20180627
22 Billing Methods and Worksheets

Bill a variety of ways

See work ready to bill by time and materials, fixed fee, retainer or media
23 Review Projects and Transaction

Drill down by project

Easily review projects for billable work & adjust, transfer, or write off
24 visual billing reports_ instead of words maybe

Reports & dashboards

Advanced reports provide full visibility into your billing situation
All-in-one platform

All the project management features you need

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Bird’s-eye view

Get the full picture with a color-coded overview of all your projects in progress
26 Option 2 time

Integrated time tracking

Monitor hours spent as staff log time, giving you valuable data for future estimates
27 Configurable Status reports for MGMT or Clients

Status reports for stakeholders

Give leadership & clients a concise overview of all projects in progress

What happens when all your marketing project management tools are fully integrated?

More profit. Less stress.
That’s Workamajig.

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Questions? We're here to help: sales@workamajig.com
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