Client Management

Your client needs to review the status of all work. Can you easily output a work in progress report, project budgets, cost estimates, outstanding purchase orders and financial status for each campaign or project?

Financial View
Real time financial overviews layer down to every project within the campaign and to every financial transaction on each project including: detailing billings to date, current WIP, costs to date, head hours to date, accruals, outstanding POs, profit to date, as well as projected profit on completion. Click on a supplier invoice or invoice to client to view the document, click on an estimate to see in detail its estimated costs, estimated billings and profit potential. Click on a purchase order to view the detail as well as its attachments.

Campaign Folder
Ntuity Productivity Suite provides, a single and easily accessible filing folder for every project communication and campaign asset. Campaign budgets, individual project budgets, every communication across all teams and assets, coupled with project status, percentage completion and a comprehensive financial breakdown are accessible centrally and real time.

Project Timeline View
Ntuity enables team leaders and individuals to view current project timeline status as a GANTT chart or in list format, including: completed and outstanding tasks, elapsed time to complete, assigned resources, projected head hours, next steps and comments; in fact every metric related to the timeline. Print the timeline, export it to Excel or email it in-line to the client.

Communications View
Account managers can easily access and manage client communications and campaign assets within the platform. View filing folders containing every communication and asset related to client, campaign or project. Email files as attachments or links, edit copy, annotate or check them out to work offline.

Ntuity gives account management teams online access to all they need to know about a client’s account in the one place.