Clients & Profits Featurecast

The Approval Manager simplifies and automates the entire job approval process for proposals, creative briefs, content, estimates, schedules, and change orders.

When a job involves printing, the process of defining its printing specifications and getting quotes from vendors can be completely automated by Clients & Profits X.

The Creative Dashboard combines a staff member's daily time card, job hot sheet, and Work To Do into a single window. Inspired by the popular Clients & Profits ASAP (a web-based studio manager) home page, the Creative Dashboard lets creatives, production staff, and free-lancers see all of their important day-to-day information at one time.

A work order can be used as internal creative brief. Like creative briefs, a work order can have up to 15 topics/subjects that an account exec can use to describe the work being requested. The work order's topics can be pre-defined as part of the job type/spec sheet, so that all jobs of the same type have the same work order topics.

The Weekly Task Planner window lists your unfinished job tasks for the current week. It is a personal scheduler that shows your unfinished jobs and tasks. Tasks are grouped by day, giving you a clear look at your week’s deadlines. For each deadline you’ll see its job number and task, the hours left on the task from the estimate, and when the task is due.

Learn how Clients & Profits helps you interact with your clients. Whether through the Sales Maker tool, the Call Scripts, campaigns, or sales letters, C&P has you covered. Most methods fail because implementation is limited to software installation, without providing the context, support and understanding for employees to learn. Clients & Profits makes it simple, and efficient.

The Clients & Profits X asset manager helps your creatives, production staff, and AEs better organize a job's digital elements -- graphic files, word processing documents, page layouts, web pages, Shockwave files, fonts, and more. With all of a job’s assets in one place, there’s no more searching for disks or roaming the servers looking for a certain file. Each asset includes a thumbnail and description plus the ability to open the file with a single mouse click.

The new and improved C&P User Guide now features comments on every page. If you have questions that each User Guide page perhaps didn't answer, you can leave comments for us, and we'll make updates and answer questions. Perhaps you have special tips or techniques that you've found help you use a particular feature better. You can share your thoughts with other users in the Clients & Profits community.

The Time Card is essentially a form for creating time sheets. They can be used together, but usually aren't. Time cards are used by people who run C&P X all day, and want C&P X to track their hours while they work. Time sheets are used by people who track their hours on paper, then enter them into C&P X at the end of the day or the week.

The In/Out Board saves you time by letting you know who's in the agency and who's not, so you aren't running around looking for someone who may not be there. The list is updated the first time the lookup window is opened, getting the information it needs from the server. You can change your status by clicking on the User Name link. All staff members, even those that are inactive, are shown on the In/Out Board.