Table of contents
What is agency software?
One Agency software enables advertising agencies and other agencies to organize and manage all company data such as projects, contacts or accounting documents in a clear and structured manner. In most cases, the aim is to support recurring workflows as optimally as possible with the agency software, thereby saving time and reducing costs.
By storing all contacts and associated actions in a structured history, agency software can improve communication with customers and the quality of services. In agency software, all stored data such as contacts, addresses, offers, invoices, documents, projects and many other data can be linked together, for example to assign customers or services to projects or services. In this way, even complex data structures can be easily managed and edited.
Agency software is a classic area for FileMaker-based software that runs on Mac, Windows and, for some years now, also on mobile devices under iOS. Agency software based on the FileMaker platform is used by advertising agencies, PR agencies, design and marketing agencies.
Functions of agency software
Agency software usually has a modular structure and in many cases consists of the following modules:
- CRM and contact management (management of customers, addresses, contact persons, resubmissions, etc.)
- Invoicing and merchandise management (accounting documents, cash book, banking, SEPA)
- Article management (Management of physical and service items)
- Time recording (Recording of services at customer and employee level)
- Project management (Planning and management of any projects in connection with other data from the agency software)
- Time management (Calendar with appointment management and reminder functions)
- Document management (Management of digital and paper documents)
- Interfaces (e.g. DATEV, SEPA, online banking, telephone system, scanner)
- Statistics and evaluations (Company and customer-related statistics and evaluations)
The flexibility of agency software can vary from product to product. Most available programs offer at least one individualization of the software in the form of company-related master data and the storage of your own company logo or letterhead. Some programs also offer full customization of all print layouts or even the ability to customize and extend the entire software.
gFM-Business as agency software
The business software gFM-Business contains all the above-mentioned functions and modules for use as agency software. The software is based on the FileMaker platform and runs on Mac, Windows and Apple iOS. In all versions of gFM-Business, print layouts can be fully edited, customized and extended using FileMaker Pro. The software can be used on a single workstation and in a network with multiple users.
Project management in gFM-Business
Time recording, billing of services
gFM-Business is also available as a customizing and open license to adapt the software to individual business processes. With gFM-Business Custom, the buyer has the option of customizing screens and list views according to their own requirements. The open license includes an administrator account with which the entire software can be adapted and expanded according to individual specifications.
gFM-Business as agency software
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