Marketing and Advertising Services Management Software
Manage your marketing services with Daftra business management software. Create invoices for marketing services and recurring invoices for regular marketing services and clients. Follow up on your clients and manage client meeting scheduling. Inform clients of business updates or market your new services or offers. Track your business performance and profitability with advanced reporting.
Manage a database of
your clients and their project history
Maintain a list of all your clients, their details, contact information, marketing services and payment history. Add notes and financial documents in your client’s file and give them access to download them. Manage clients’ appointments, determine actions or services required and follow up on them.
Take control of your
agency’s Accounting and Finances
Invoice your clients for marketing, advertising consulting services. Offer payment options including online payments. Issue recurring invoices in case of contracting and subscriptions and specify its recurring period and amount. Track your agency’s performance, monitor incomes and expenses and know profit and loss with advanced reports.
Schedule appointments, client follow-ups and project deadlines
Organize periodic appointments to follow up on clients by phone or e-mail. Set deadlines and delivery dates of projects, follow-ups or meetings.
Assign tasks to your staff of marketers
Add your staff and assign them different authorizations according to their job roles. Assign specialists to clients accordingly, specify their tasks and track their progress and activity logs. Track each employee's performance with advanced reporting.
Track your team’s working hours and invoice clients for them
Register your working hours for tasks and projects including and the hourly rate according to the employee or project with Daftra Time Tracking. Display records of your team’s working hours and keep track of them. Instantly convert registered working hours into invoices and send them to your clients.
Create dedicated marketing campaign project files
Create a file for each client’s marketing project, customize their stages and track appointments and actions taken. Add revenue and expenses and define procedures according to each project stage. Determine your project’s fees and know your net profit.
Daftra Promises as Your
Find out why Daftra has been the choice of over 10,000 SMEs.
Daftra support is equipped to meet your every inquiry, round the clock, to satisfaction.
Daftra is hosted on secure servers, with 256-bit SSL encryption technology, so is your data in full, private, protected, with constant auto-backups for increased security.
Curated with personalization prioritized, create from scratch or find fully customizable templates, field entries, report filtering, customizable system colors and logo upload to maintain your brand.
Daftra user manuals are there to guide you, but you won’t feel lost without them. Easily navigate and use powerful features running in the back to provide you a seamless front.
Our intuitive user interface, backed by automation, is dedicated to serving serious business owners who have no time to waste.
Daftra is cloud-based, your business is never out of reach. Access and manage your business, anywhere, anytime, from any device, consistently updated and intact.
Daftra is constantly growing to expand supporting you. Ongoing updates are included for free, whatever plan you select, forever.
All-in-one and accessible for your business in whatever size and budget. Replace a number of tools, with their effort of learning and fees by investing in one budget-friendly solution.