digital agency management : apps for the business of being creative®


Feature Comparison

Each edition of Clients & Profits is made to fit any creative business at different stages of growth. Since it's designed as an upgradeable family, it's difficult to outgrow Clients & Profits. This chart compares each edition's key features.
C&P
STUDIO		       C&P
MARCOM
 Project Management
New! Jobs 360 Project Dashboard
 
 
 
Custom Job Templates
 
 
 
New! New Job Checklist
 
 
 
Creative Briefs
 
 
 
Work Orders
 
 
 
Estimates
 
 
 
Change Orders
 
 
 
New! Traffic : Deadlines
 
 
 
Printing Specifications
 
 
 
Request for Quotations
 
 
 
New! homeBase (Share/Discuss/Decide)
 
 
 
New! Power Search
 
 
 
New! Bookmarks
 
 
 
New! Clip Notes
 
 
 
New! Client Project Pipeline
 
 
 
New! Job Wall
 
 
 
New! To Do's
 
 
 
Timeline
 
 
 
Asset Manager
 
 
 
Job Snapshot
 
 
 
New! Internal Approvals for Creative Briefs, Estimates, Timelines
 
 
 
New! Insta-Jobs
 
 
 
New! Client Job Requests (requires PROJECTR)
 
 
 
Rush Jobs Manager
 
 
 
50+ Job Reports
 
 
 
 Clients / Account Service
CRM
 
 
 
Meeting Maker
 
 
 
Proposals
 
 
 
Client Projects
 
 
 
New! homeBase collaboration on jobs
 
 
 
Email Estimates, Change Orders, Invoices
 
 
 
New! PROJECTR Jobs Dashboard (optional)
 
 
 
New! PROJECTR Project Pipeline Report (optional)
 
 
 
New! PROJECTR Job Status Report (optional)
 
 
 
New! PROJECTR Job Requests (optional)
 
 
 
New! PROJECTR Client Approvals (optional)
 
 
 
 Production & Traffic
New! Creative Dashboard
 
 
 
New! Traffic : Deadlines
 
 
 
New! Task Phases
 
 
 
Daily Job Status (Priorities)
 
 
 
New! Production Calendar
 
 
 
Production Planner (Interactive Timelines)
 
 
 
Traffic Milestones
 
 
 
New! Deadlines (Tasks/To Do's)
 
 
 
New! Client Project Pipeline Report
 
 
 
New! AE Project Status Report
 
 
 
Snapshot Production & Traffic Reports
 
 
 
 uMedia : UNIVERSAL Media Buying System
Media Link
 
 
 
Media Traffic Calendar
 
 
 
Media Briefs
 
 
 
Media Estimates
 
 
 
Interactive/Outdoor/Print Media Planning
 
 
 
Broadcast/Cable Media Planning
 
 
 
Media Ordering
 
 
 
Media Pre-Billing
 
 
 
Media Billing
 
 
 
Media WIP Accrual Accounting
 
 
 
Snapshots Media Analysis Reports
 
 
 
 Time / Job Costing / Billing
Daily Time Card
 
 
 
Weekly Time Card/Time Sheets
 
 
 
iPhone Time Card
 
 
 
New! Smart Timer
 
 
 
New! Click Time Card
 
 
 
New! WINNERS DO TIME
 
 
 
New! Weekend & Holiday Upcharges
 
 
 
New! One-click Time Approvals, Expense Approvals
 
 
 
New! Missing Time Worksheet
 
 
 
New! Staff Utilization
 
 
 
New! Internal Approvals for POs, A/P, A/R
 
 
 
Purchase Orders
 
 
 
Accounts Payable
 
 
 
Recurring Payables
 
 
 
Checkbook (Online Banking)
 
 
 
Autopay Vendor Payables
 
 
 
Import Credit Card Statements
 
 
 
Bank Statement Reconciliation
 
 
 
Media Accrual Invoices
 
 
 
Internal Charges
 
 
 
Employee Expense Advances
 
 
 
Expense Reporting
 
 
 
Job Cost Transfers
 
 
 
Chargebacks
 
 
 
Billing & Accounts Receivable
 
 
 
Internal Billing
 
 
 
Advance Billing
 
 
 
Sales Commissions
 
 
 
Sales Tax Accounting
 
 
 
Client Payments
 
 
 
Client Collection Manager
 
 
 
Snapshot Staff Productivity Reports
 
 
 
Snapshot Job Costs Reports
 
 
 
 Financial Accounting
General Ledger
 
 
 
Advertising-tuned Chart of Accounts
 
 
 
Profit Centers
 
 
 
Departments
 
 
 
Budgeting
 
 
 
New! Auto-complete G/L Accounts
 
 
 
Cost-based WIP Accounting (Coming Soon)
 
 
 
Overhead Allocation Worksheet
 
 
 
Snapshot Client Agings
 
 
 
Snapshot Vendor Agings
 
 
 
Snapshot Financial Statements
 
 
 
Snapshot Job Profitability Reports
 
 
 
 Usability / Security / Technology
New! QUICK START : 20 Question Setup
 
 
 
New! Smart Lookup Lists
 
 
 
New! Power Search w/Job Tags
 
 
 
New! Bookmarks
 
 
 
New! Clip Notes
 
 
 
New! One-time, One-click Installation
 
 
 
New! Automatic Software Updates
 
 
 
New! Shared Customized Reports
 
 
 
200+ Customizable Preferences
 
 
 
200+ User Access Permissions
 
 
 
New! User Roles
 
 
 
Smart Email Alerts
 
 
 
Email Reports as PDFs
 
 
 
Advertising-Tuned Spell Checker
 
 
 
Quick Reports
 
 
 
Hybrid Desktop/Web Architecture
 
 
 
Cross-platform : Mac / Windows / Web / Mobile
 
 
 
Real Mac OS Desktop UI
 
 
 
iPad-optimized Mobile UI (JOBR/PROJECTR)
 
 
 
Zero maintenance C&P MAINFRAME database hosting
 
 
 
Microsoft SQL Server self-hosting (optional)
 
 
 
MySQL 5.0 Server self-hosting (optional)
 
 
 
Last User Logins Tracking
 
 
 
Syncs & Coordinates Multiple Offices
 
 
 


"We've had Clients & Profits since 1990. It's been part of our success." -- Nick Lambesis, Lambesis