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features
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What is Clients & Profits?

Tailored for creative organizations such as advertising agencies, design firms, marketing companies, and corporate communication teams, this tool is crucial for managing personnel, projects, media, and financial aspects. Central to the production process, it keeps track of creative briefs, cost estimates, deadlines, printing requirements, assets, and approvals, among various other components. With real-time scheduling, updates on production are immediately visible, ensuring you remain up-to-date about today, tomorrow, and the coming week—all from your own workstation. Bid farewell to monotonous spreadsheets! You can estimate, plan, and invoice for an array of traditional and digital media, effortlessly integrating with project management and accounting platforms to reduce duplicate data entry. After all, if the client doesn’t settle their bill, the burden ultimately falls on your shoulders. Monitoring time, expenses, and purchases is made simple and dependable, offering instantaneous insights into what was necessary to finish a project. Generating invoices directly from job tickets takes just a few clicks, eliminating the need for re-entering information. This solution is not only quick and highly precise but also incredibly flexible to meet your business requirements. Additionally, this platform enhances collaboration among team members, fostering improved productivity and efficiency, while also allowing for the rapid adaptation to any unexpected changes in project scope.

What is Briefcase?

The Briefcase platform is crafted to address the demands of an ever-evolving business environment. Thanks to valuable input from users and continuous product upgrades, Briefcase has emerged as a leading choice among job management solutions available today. It offers a comprehensive suite of tools essential for managing a busy workforce, effectively removing the complications of scattered data across multiple applications. Tailored to suit the diverse needs of various professionals, including directors, finance managers, account managers, studio managers, and designers, this software allows users to allocate and oversee tasks according to deadlines and specific team members, which promotes transparency and responsibility. Each task is prominently displayed on the user's dashboard, facilitating prompt time entry. With dependable time tracking capabilities, the focus shifts from merely assigning tasks to optimizing the scheduling of time. Additionally, team members have the flexibility to adjust their time commitments directly from their dashboards, which significantly boosts both productivity and adaptability in managing tasks. This efficient structure not only enhances teamwork but also empowers teams to quickly respond to shifting priorities and challenges. Consequently, Briefcase stands out as a vital tool for organizations aiming to thrive in a fast-paced business world.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$30 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Clients & Profits

Date Founded

1986

Company Location

United States

Company Website

www.clientsandprofits.com

Company Facts

Organization Name

Tahn Software

Date Founded

2005

Company Location

Australia

Company Website

getbriefcase.net

Categories and Features

Advertising Agency

Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking

Categories and Features

Advertising Agency

Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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