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MarketingPilot Agency Management System - Online Project and Job Requests

It's hard to juggle the huge number of requests for new campaigns, jobs, collateral materials, signs and other projects. MarketingPilot provides comprehensive, flexible and easy to use project request management that:

  • Saves time.
  • Shortens time to market.
  • Makes team members more productive by reducing time spent managing, coordinating, reporting and tracking project requests.
  • Links all relevant information to each project request.
  • Enables interactive communication between marketing and "clients."
  • Instills accountability.

Web Portal
The MarketingPilot Web Portal add-on (included in the Enterprise Edition) enables clients to submit project requests via the internet using a streamlined interface. Click here to find out more about the Web Portal.

 
Features
  • Quickly create custom Request pages using a simple and easy to use fill-in-the-blanks approach.
  • Create an unlimited number of pages so that each User sees a checklist that is specifically designed for the type of project needed.
  • Specify different field types including pull-down menus, multiple selection options, dates.
  • Specify which fields are required.
  • Enable users to upload files and attach them to each Request.
  • Find items using text search or filter.
  • Setup Requests to automatically create Jobs or go to a central Project Request queue.
  • Accept, reject and schedule projects.
  • Quickly create Jobs and copy all the information contained in the Request.
  • Assign Requests to staff.
  • Communicate project status updates to requestors.
  • Create estimates for Requests.
  • Track Requests by user, type, priority, due date, requested date, assigned to, etc.
  • Link all relevant information to each Request.
  • Enables interactive communication between marketing and "clients."
  • Performance metrics help monitor and improve request cycle time and performance.
  • Email alerts to users when new projects are assigned, received, and updated.
  • Each user has a project request dashboard.
  • Link Project Requests to jobs, campaigns, and programs.
  • Integrated Approvals.
  • Track status and progress of Requests.
Ad Agency Management Software Features

- Accounting
- Accounts Payable
- Ad Bookings
- Alerts
- Analytics/Performance
- Approvals/Online Markup
- AR/Invoicing
- Ad Sales & Inventory Management
- Banking
- Budgets

- Business Development/CRM
- Campaign Management
- Collateral Management
- Contract Management
- Conversion from other systems
- Digital Asset Management
- Direct Marketing
- Direct Response
- Editions
- Email

- Estimates
- Event Management
- General Ledger
- Inventory Management
- Jobs/Production
- Job Profitability
- Lead Management
- Marketing Calendars
- Media Buying & Planning
- Multiple Currencies

- Payroll
- Purchasing
- Print Production
- Reports
- Requests
- Scheduling
- Time Slips
- Vendor Management
- Web Portal

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