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Clients & Profits Reviews & Product Details

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JA

Joseph A.

Senior Account Executive

Small-Business (50 or fewer emp.)

1/3/2020

"Clients & Profits Features Outweigh Buginess"

4/5

What do you like best about Clients & Profits?

Tracking job history, tracking finances, reporting, scheduling, historical reference, database organization, time tracking, knowing that it probably has a feature for everything if I need it. Review collected by and hosted on G2.com.

What do you dislike about Clients & Profits?

Not browser based, often needs to be hard-closed to allow mac shutdown, not very agile in updating the product, lack of communication to users, lack of promoting and educating on new features, lack of tool tips, it has a lot of more advanced features that are difficult to learn on own, takes some getting used to. One example of their lack of responsiveness has been its slowness to update to being compatible with the latest release of Mac OS (currently Catalina). Lastly, the interface is graphically dull and a little slow. Review collected by and hosted on G2.com.

Recommendations to others considering Clients & Profits:

I think it is a really great software and has so many tried and true features for marketing agency project and financial tracking. If you are 100% in the cloud (this works by storing data and backups in the cloud I believe, but requires software locally installed on computer to work), looking for mobile or SaaS app bleeding edge, C&P is probably going to make you cringe a little. I would definitely see what's out there and has better mobile and browser-based access. Review collected by and hosted on G2.com.

What problems is Clients & Profits solving and how is that benefiting you?

Knowing budgets in real time allows you to answer to the client when they have questions.

If a project needs to be audited for any reason, as long as everyone keeps everything up to date, it becomes an invaluable central repository for your job tracking. I've been able to go back in and notify clients of timelines they didn't recall.

We have the ability to have team meetings and display all of the different reports that pertain to an account executive. Likewise we have a snapshot of what's old, what the workload is, what's new, what's lingering, almost any way to slice and dice a workers time tracking.

Because it is a database, everything is consistent among clients or across the business however you want it to track client rates and billing. Review collected by and hosted on G2.com.

PG

Peter G.

Marketing & Communications Director

Graphic Design

Small-Business (50 or fewer emp.)

11/28/2019

"Clients and Profits turned our business around in short order from break even to profitable."

4.5/5

What do you like best about Clients & Profits?

C&P has all of the resources you need within one application. Our original trainer was quite surprised by our performance. He said that we were one of the only users, who he had met, that used as much of the system's capability available. His assessment demonstrated that we used C&P about 27%. The application is powerful and has lots of room for growth. Review collected by and hosted on G2.com.

What do you dislike about Clients & Profits?

It took a while to get fully trained, but the benefits far outweighed the inconvenience. Review collected by and hosted on G2.com.

Recommendations to others considering Clients & Profits:

Be patient. The rewards come from consistent use. Review collected by and hosted on G2.com.

What problems is Clients & Profits solving and how is that benefiting you?

Profit, accountability, limiting of liability/exposure, goal conversion and client planning - make us look like rock stars - hard to do when you are a small company. Review collected by and hosted on G2.com.

AM

Verified User in Marketing and Advertising

Small-Business (50 or fewer emp.)

7/24/2018

"Great Features, Tough Set Up Process"

3.5/5

What do you like best about Clients & Profits?

There is a ton of great stuff going on in C+P. It can manage project management, invoicing & billing media planning, and asset management. Review collected by and hosted on G2.com.

What do you dislike about Clients & Profits?

The set up. This is not an out of the box solution. There is quite a bit of manual set up to be done before using the product and if you don't know what you're doing, there could be a lot of time spent on fixing that set up later. Review collected by and hosted on G2.com.

Recommendations to others considering Clients & Profits:

Clients & Profits is an all-in-one agency solution for all of your CRM, project management and invoicing needs (and more). They haven't done much of anything to improve over the years that I can tell. Its UI feels very antiquated. But it gets the job done if you can set it up. Review collected by and hosted on G2.com.

What problems is Clients & Profits solving and how is that benefiting you?

Project management, invoicing, client billing, vendor payments, client management, and you can add on media planning as an add-on Review collected by and hosted on G2.com.

UM

Verified User in Marketing and Advertising

Mid-Market (51-1000 emp.)

12/7/2018

"Efficient Management System"

3.5/5

What do you like best about Clients & Profits?

Allows us to optimize project management + billing cross functional teams. Review collected by and hosted on G2.com.

What do you dislike about Clients & Profits?

A bit of a learning curve and difficult set up process. Review collected by and hosted on G2.com.

Recommendations to others considering Clients & Profits:

If you have a larger company, it's important to take the time to train your employees on how to use C&P. Those who are not tech-savvy may struggle a bit as it's not necessarily an intuitive platform. Review collected by and hosted on G2.com.

What problems is Clients & Profits solving and how is that benefiting you?

Project management, invoicing, time management Review collected by and hosted on G2.com.