What is Function Point?
Function Point offers a comprehensive platform designed specifically for creative agencies, consolidating project management, CRM, financial planning, resource management, and collaboration into a single solution. The platform enables teams to track projects, allocate resources, forecast workloads, and automate billing and invoicing, effectively simplifying daily operations and enhancing productivity.
With powerful business intelligence and reporting features, Function Point equips agencies with real-time insights into staff efficiency, project ROI, and financial performance. Integrated tools like file sharing, time tracking, QuickBooks integration, and customizable workflow templates provide a unified approach to managing client projects, improving collaboration, and fostering informed decision-making for agency growth.
Features
- Project Management: Streamlined tools for tracking project progress, deadlines, and budgets
- CRM & Estimating: Robust client relationship management with sales pipeline monitoring and accurate estimating
- Resource Management: Comprehensive workload forecasting and staff utilization insights
- Team Collaboration: Unified platform for team communication, project visibility, and client portal access
- Agency Financials: Automated invoicing, expense tracking, and QuickBooks integration
- Business Reporting: Real-time analytics on project ROI, revenue forecasting, and staff efficiency
- File Sharing: Secure sharing and storage of project documents
- Integrated Time Tracking: Monitor billable hours across projects and teams
- Custom Workflow Templates: Flexible schedules and task hierarchies according to agency needs
- Mobile App: On-the-go access for time tracking and project updates
Use Cases
- Managing creative and advertising agency projects from initiation to delivery
- Automating client billing, invoicing, and financial reporting
- Forecasting staff workloads and optimizing resource allocation
- Facilitating internal team communication and project collaboration
- Tracking sales opportunities and generating proposals for new business
- Leveraging business intelligence to assess agency profitability and staff performance
FAQs
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Can I pay monthly?
Yes, both monthly and annual billing options are available, with annual plans offering additional incentives. -
Is training provided?
A dedicated Customer Success Manager provides onboarding and training, with a required onboarding fee for new customers. -
Do you offer educational or non-profit pricing?
Registered non-profit organizations receive a discount of $2 per seat on both annual and monthly subscriptions. -
What forms of payment do you accept?
Accepted payment methods include all major credit cards, bank transfers (wire), and cheques.
