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Software Downunder Newsletter Could you 'engage' your clients more successfully by offering them access to your project management system?
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Greetings!
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We all know that securing an existing client's loyalty is less expensive than just chasing new business. So, it makes sense to offer your clients more advantages if they are at no additional cost to you.
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An engaged client is a committed client, and we can help you propose!
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By offering all or selected clients their own login to your Workamajig project management system you are giving them the facility to interact
directly with their projects, which is being recognised as a real benefit to everyone involved.
The client's access is strictly controlled by the viewing
rights of their specific security group, so you decide what level of
communication to offer them.
The options available to clients include:-
issuing new project requests
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viewing all their current projects including the budgets and
schedules
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viewing all outstanding invoices
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approving, or rejecting with comments, estimates and
invoices
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approving or uploading digital asset files
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viewing and adding meeting details and project notes
Clients can even tailor their own
desktop layout and colours to suit their preference.
All our Workamajig users who have offered client
access to their project management system have found it to be a WIN/WIN
decision. Your client appreciates the easy access and transparency, and everyone
benefits from the integrated communication that saves time and minimises
misunderstandings.
Controlled access can also be offered to your freelancers
and vendors/suppliers For example, they may:
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View the current project status
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View the project description, creative brief and spec.
sheets
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Use timesheets and add expenses to the project
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Create purchase orders from quotes
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Add/edit digital art reviews
The huge advantage of offering this access to Workamajig is that clients and suppliers are not considered full users of the
system, so there is no charge to you
for providing a login.
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A new system for a new year!
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Get 2010 sorted by looking at new software options now so you can begin the new year with a
new system to improve all aspects of your project management.
We can offer you :
"All the Bells and Whistles" (from CRM to
project management to balance sheet) at a very competitive price, or
something simple and ultra-quick to implement, to be up-and-running after very little training - no contract required, all web-based and
locally grown
Are you interested to see how we can assist your operation specifically?
Pick
up the phone or drop us an email to book a demo (it can all be done in a hour) and talk about your needs so we can make an informed
recommendation. Ph: Mobile: 0449169411 www.softwaredownunder.com.au
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Workamajig
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Workamajig offers a brilliant option for file reviews and approvals. This function can be used to route files or web URLs to the project team members for their feedback. The reviewer can approve or reject the item and the system will store the results in the project. Files can be sent out to several contacts at once, or in a selected order that progresses only when each stage of the contact list approves. An interactive diary adds notes related to the project so they are stored as part of the project's history. This can be made visible to the client - or not - and can be emailed to the project team members when saved. Our latest upgrade now includes very comprehensive CRM capabilities, managing sales activities, opportunities, leads, contacts and companies. Please click on our link for more detail. Workamajig website |
AccountAbility Access |

AccountAbility delivers all the functionality needed to manage clients, jobs, media and accounts, with no up-front investment. This system is entirely home
grown -
designed in Australia for Australian and New Zealand agencies - for
those who prefer to support our local products first.
A hosted software as a service (SaaS)
solution, delivered in a similar way to Salesforce.com or Gmail, all
AccountAbility requires of the agency (and it's freelancers) is a good
internet connection.
Running on a Mac or a PC, and fully supported, AccountAbility is designed to be extremely user friendly, providing comprehensive reporting on all aspects of the system.
Please click on our link for more details. AccountAbility Access website
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| WorkflowMax
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WorkflowMax is a great system for small but growing organisations. Designed for project-based industries, it has been adopted by a variety of business types. No contract is needed and the system has proven very compatible for importing data to other accounting software. Please click on our link for more details. WorkflowMax website
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FunctionFox
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FunctionFox offers two versions of their time and project tracking software; the original Time Fox Classic - for simple
time and project tracking for small creative companies
the more detailed Time Fox Premier - for more advanced project
management, improved time tracking and estimating, task assignment, scheduling and
communication. Please click on our link for more details. FunctionFox website
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Take us up on the offer of a demo, either on-line or at your premises, so you can really see what our systems have to offer and, more to the point, how they can help you. Please contact us to
schedule a session or to request any more information you may require.
Sincerely,
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About Us
Our
director, Rondelle Taylor, has had
ten years experience as the financial controller of a medium sized agency,
handling a wide variety of project types and sizes.
Recognising the problems of not having an adequate system for project
management and profit tracking, and the need for the integration of separate
systems (Excel, Word, and Myob etc.) led to the current consultancy role.
Maintaining a detailed analysis of available software solutions enables
Software Downunder to recommend a system to best fit your needs.
About You
You
need the software solution that suits the size of your business and the
complexity of your projects. If your projects are simple and you currently have fewer than 10 people handling them, your software requirements may be simple
also. Speak to our consultants about alternative software packages for your
best fit.
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