📣 Made For Marketing & Design Agencies

# Manage Clients, Projects & Team in One Platform

Empower your agency operations with comprehensive tools for client management, project delivery, team collaboration, and billing. Everything you need for a successful agency

## Why Agencies Choose Olqan?

Manage client relationships, deliver projects on time, track team capacity, and handle billing from one unified platform

### Client Management

Track leads, manage relationships, and grow accounts

### Project Delivery

Plan, execute, and deliver client work seamlessly

### Team Collaboration

Coordinate creative teams and optimize workloads

### Financial Control

Handle proposals, invoicing, and profitability tracking

## CLIENT MANAGEMENT

### Lead & Opportunity Tracking

#### New business pipeline management

#### Pitch tracking and follow-ups

#### Client acquisition metrics

#### Proposal status monitoring

### Client Relationship Management

#### Complete client database with project history

#### Communication and meeting logs

#### Client preferences and brand guidelines

#### Account health tracking

### Proposals & Contracts

#### Professional proposal creation with branding

#### Service packages and pricing templates

#### E-signature capabilities

#### Contract version management

## PROJECT MANAGEMENT

### Creative Project Planning

#### Project brief and scope definition

#### Timeline planning with milestones

#### Task breakdown and assignments

#### Dependency management

### Time Tracking & Capacity

#### Team time tracking by project and task

#### Capacity planning and workload balancing

#### Utilization rate monitoring

#### Resource allocation optimization

### Workflow Management

#### Customizable project workflows

#### Approval and review processes

#### Revision tracking and feedback loops

#### Client collaboration and updates

### Project Dashboards

#### Real-time project status visibility

#### Budget vs. actual tracking

#### Team performance metrics

#### Project profitability analysis

## FINANCIAL MANAGEMENT

### Estimates & Invoicing

#### Detailed project estimates and quotes

#### Retainer and milestone billing

#### Automated invoice generation

#### Payment tracking and reminders

### Budget Management

#### Project budget creation and tracking

#### Expense allocation by client/project

#### Profitability monitoring

#### Financial forecasting

### Expense Tracking

#### Team expense submission and approval

#### Receipt capture and storage

#### Expense categorization by project

#### Reimbursement workflows

## TEAM COLLABORATION

### Team Management

#### Creative team organization by role

#### Skill tracking and assignment

#### Performance monitoring

#### Workload visibility

### Resource Planning

#### Team scheduling and availability

#### Project staffing optimization

#### Freelancer and contractor management

#### Capacity forecasting

### Performance Tracking

#### Individual and team productivity metrics

#### Project delivery performance

#### Client satisfaction scores

#### Goal tracking and reviews

## AGENCY-SPECIFIC FEATURES

### Creative Asset Management

#### File storage and organization by project

#### Version control for creative files

#### Client feedback and approval tracking

#### Brand asset library

### Client Reporting

#### Automated client status reports

#### Project progress updates

#### Budget and timeline reporting

#### Performance metrics sharing

### Retainer Management

#### Retainer hour tracking and allocation

#### Monthly usage reporting

#### Automatic rollover and expiry

#### Client portal access

### Agency Analytics

#### Revenue by client and service

#### Team utilization and profitability

#### Client lifetime value tracking

#### Growth metrics and trends

## HOW AGENCY TEAMS USE OLQAN?

### Simplify Agency Workflows

Unite business development, projects, and finances in one streamlined workflow

### Business Development

Track new business opportunities, create proposals, pitch clients, and manage the sales pipeline from first contact to signed contracts

### Account Management

Maintain client relationships, coordinate project kickoffs, provide status updates, and identify upselling opportunities

### Project Management

Plan creative projects, assign tasks to team members, track progress, manage client feedback, and ensure on-time delivery

### Creative Teams

Log time spent on client work, collaborate on projects, submit work for review, and manage multiple client deadlines

### Finance Teams

Generate estimates and invoices, track payments, monitor project profitability, and manage agency finances

## RESULTS YOU CAN EXPECT

Smarter projects, faster results, and stronger returns

#### 30%

Increase in team utilization rates

#### 40%

Improvement in project profitability

#### 50%

Faster project delivery cycles

## Ready to Streamline Your Agency?

Get your agency running on Olqan quickly with our templates for common agency workflows and project types.