📣 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
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STOP SWITCHING BETWEEN TOOLS
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