Software for the Business of Being Creative® Since 1986  

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Clients & Profits is fully upgradable. So, as your business grows, your agency management software can keep up.




Jobs 360 Project Dashboard
Your digital job jacket with everything essential to managing the job in one place. See what needs to be done, update job details, make decisions, assign work, see what’s been spent, compare estimates vs. actuals, set deadlines and track changes. Since traffic, time, clients, and money are all managed in C&P, changes are instantly visible in the Jobs 360 Project Dashboard.
Creative Dashboard
With the Creative Dashboard everyone gets a personalized view of the information they need to stay on top of their work - creative, production, AEs, and even free-lancers. You'll only see jobs, tasks, and to do's you are assigned to. Complete your time card, collaborate, and manage approvals directly from your Creative Dashboard. It’s a simple yet powerful tool to stay organized.
Agency-Client Collaboration (homeBase)
Collaboration with your team and your clients is seamless with homeBase. Jobs, task and staff are already in the program so you won’t waste time re-entering job information and decisions are tracked as part of the job. And since homeBase can be used from both the Jobs Dashboard and the Creative Dashboard, it’s easy to stay on top of collaborations and to-do’s.
Manage unscheduled work items using To Do’s. You can give To-Dos a priority, instructions, and a deadline. Perfect for keeping projects on track.
Snapshot Reports
Real time reports with essential insights on your jobs and clients. Everything is live and up-to-date, so you’ll have an accurate picture of where everything in your shop stands.
Personalized Power Searches
Find what you’re looking for quickly with Power Search - using an unlimited number of keywords, tags, departments and more, Power Search quickly searches your database and returns the information you're looking for with incredible accuracy.
Job Tags
Tags are keywords used by the job Power Search that help you find one job that you need among the thousands.
Quickly find reports, job estimates, print queries and so much more with Bookmarks. Use these as your personal organizational tool for instant access to the things you need immediately.
Smart Lookup Lists
Lookup lists make it easy to find clients, jobs, staff members, vendors, the chart of accounts, status codes, the task table, purchase orders and more. Just tab past an open field while your working and a lookup list will automatically open up to help you find what your looking for.
Memorizable Lists
Create your own personal memorized list for frequent Power Search and Lookup Lists. Memorized lists will save you time for information you routinely access in Clients & Profits.
Clip Notes
Remind yourself of all of the details you are prone to forget with Clip Notes. Stay organized by attaching Clip Notes to jobs. Use them as reminders before you start a job, as you’re completing it, on the Calendar, on the Dashboard, and in countless ways throughout C&P.
With our hybrid architecture, you get a rich desktop application experience on your computer combined with the flexibility to access your data anywhere, anytime. Plus, the Ipad optimized versions of Jobr and Projectr give you added flexibility to use a tablet.
Jobr Mobile : On-The-Go Project Manager
Manage projects when and where you need to with the IPad optimized Jobr Mobile. Since Jobr Mobile is completely integrated with your Clients & Profits database, updates are instant, jobs are always up-to-date, and the rest of the team is always informed.
Advertising-tuned Spell Check
Enable the spell check and rest assured that your spelling will be corrected -- even your advertising jargon.
Account Management
Job Requests
Larger agencies and marcoms use job requests to start the job process. A job request documents the essential details about a new project, such as the job date, start and due dates, type of work, and the creative brief. They're opened by account executives (or directly by clients using Projectr, the client web portal) then reviewed and accepted by agency staff. Job tickets are created automatically from requests with one-click.
Creative Briefs
The Creative Brief is part of the job ticket so it’s always accessible -keeping you on track from pitch to final product. Creative Brief templates are easily customized – create unique templates for a client or customize the brief on a job by job basis.
Produce professionally-designed estimates in minutes. Since the estimate is created from the job ticket, the tasks and job details are already filled in. All that is left is to enter the estimate amounts. You can print or email the estimate directly from Clients & Profits. The printed estimate and invoice for the job will always match when both are created in Clients & Profits.
Change Orders
In Clients & Profits, a separate change order amount is tracked for each task within the job ticket. Integrating change orders with the job ticket ensures clients are billed for additional work and approvals are tracked with the job ticket.
Client Project Pipeline
Know the status of your client's jobs at a moment’s notice. The Client Project Pipeline gives you a macro view of everything related to your client from job status to billing status. You'll be able to respond to client questions on the spot and identify challenges before they become problems.
Proposals are mini-estimates that provide a preview of a job for a client. It lets you provide a clear, concise proposal of the work you are offering without opening an actual job ticket
Meeting Maker
MeetingMaker automates the process of planning and coordinating staff and client meetings within Clients & Profits.
Built-in CRM
The built-in client relationship manager tracks everything about sales leads, current clients, and past clients. It's directly integrated with projects and finance, so you can see your client's job, budget, and billing details in one place.
AE Project Status Reports
Use the AE Project Status Report to understand exactly what’s going on with your jobs dollar wise. View estimates/change orders, jobs billed to date, open orders, unbilled jobs, estimate remaining, estimated hours/actual hours/hours left & status note all in one place.
Projectr : Client Web Portal *
Tablet-optimized Client Project Dashboard
Real-Time Job Status : Estimate, Timeline, Change Orders
Client Daily Job Status Report
Client-Agency Collaboration
Client Job Requests
Simplify the process for new job requests. With Projectr, your Clients can describe in detail the new job’s scope, requirements, and time frame as well as create the creative brief and attach relevant files - directly in Clients & Profits.
Client Approvals
Clients can see all of their pending approval requests for estimates, timelines, change orders, art, content, and more. Requests can be approved on the spot.
Client Production Calendar
Clients can see job due dates, job task deadlines, to-do's, and other time-sensitive events on a personalized client production calendar.
Client Job Requests
Client Job Ratings
Projects / Production / Traffic
Produce professionally-designed estimates in minutes. Since the estimate is created from the job ticket, the tasks and job details are already filled in. All that is left is to enter the estimate amounts. You can print or email the estimate directly from Clients & Profits. The printed estimate and invoice for the job will always match when both are created in Clients & Profits.
New Job Checklist
Create a New Job Checklist as soon as you begin each new job so that you can manage all of the little details that come along with new jobs. After customizing these To-Do’s , you’re able to check them off all while staying right within the job ticket
Work Orders
Work orders are used as internal briefs for the production staff. Like creative briefs, a work order can have up to 15 topics/subjects that an account exec can use to describe the work being requested, such as specifications and deliverables.
Production Planner Interactive Timeline
Traffic managers can make changes to the timeline simply by clicking on a date for a task and dragging it to the new date. Updates are immediately visible to everyone working on the task.
Production Calendar
A calendar of everything that is going on in the shop – jobs/tasks/to-do's. You can view by day, week, or month, filter by the client or job, and see what's on schedule and what's late.
The Job Timeline shows a job’s schedule in an easy-to-read visual format with each task sorted by its start date. Get a daily, weekly, or monthly picture of your tasks and know when they will be completed.
Milestones are key points in the project work flow and are the basis for the interactive Weekly Traffic Report.
Track the job’s major turning points (milestones), task progress, priority, and status. Everything you need to stay on top of trafficking is here, from manager and staff assignments to major due dates.
Interactive Daily Job Status Report
You can print daily job status reports, anytime, at a moment's notice because the reports are built from the job tickets you’ve already opened in Clients & Profits. The reports are always timely and accurate and traffic managers no longer need to spend valuable time creating spreadsheets.
homeBase : Job Wall
Share, collaborate, decide – directly in the Job 360 Project Dashboard. It's completely integrated with production, so you won’t waste time re-entering job information and decisions are tracked as part of the job.
Printing Specifications + Bidding
For print jobs, the built-in Printing Specifications form explains to the vendor the specific printing requirements for a particular job. It is a worksheet that production people can use to define a print job’s physical characteristics, such as flat size, binding, and cover stock. It replaces any manual print ordering form you may be using now. The vendor bidding process is fully automated with up to 3 vendors bidding per print spec. Once a bid is accepted, a purchase order can be created automatically with a single click.
Kitting RFQs
Complex printing kits can be spec'd using standard components then sent out to prospective vendors as RFQs. The RFQ process is fully automated. Once a quote is accepted, a purchase order can be created automatically from the specifications.
Asset Manager
The Asset Manager helps you organize and track all of the art files, elements, and other digital collateral for a job ticket. The asset manager will also keep track of acquisition, ownership and usage information that other asset management systems don't. This optional information can be used to build a complete accounting of your shop's job digital assets.
Rush Jobs Manager
Jobs can be tags with up to 5 different customizable priority levels (e.g., normal, rush, killer rush, etc.). Rush jobs can be moved to the top of the traffic reports to get the attention they need.
Production & Traffic Snapshots
Traffic and production reports are built from the job tickets you’ve already opened in Clients & Profits. You can print daily job status reports, client status reports, weekly traffic reports, and more – anytime, with a moment's notice. The reports are always timely and accurate and traffic managers no longer need to spend valuable time creating spreadsheets.
Click-Time Card
We’ve filled in your Time Card with the jobs and task you are assigned to so you can focus on being creative. Easily accessible in your Creative Dashboard, so all you need to do is add the time you work on a task to your time card
Smart Timer
Smart Timer can help you keep track of the time you work on a job. From almost anywhere in Clients & Profits, you can click on a task and start the Smart Timer. Start and Pause as you work, as often as you need to. Stop Smart Timer and your time card is automatically updated with the hours worked. Smart Timer makes keeping time almost effortless.
Daily Time Card
Everyone can track their hours using the built-in time card. It keeps a daily record of the jobs and tasks on which you work. You can enter billable and unbillable time for any client, including agency time (i.e., meetings, vacations, etc.).
Weekly Time Card
The weekly time card keeps a weekly record of the jobs and tasks on which you work. It’s recommended for staff members who routinely work on the same jobs and tasks because it saves on double entry. You can enter billable and unbillable time for any client, including agency time (i.e., meetings, vacations, etc.). Time entries are added throughout the day as you work.
Time Sheets
A great tool for managers, Time Sheets help you keep detailed, accurate records of how everyone in the shop spends their time, which is vital to staffing, billing, productivity, and profitability. When your staff forgets to keep time, use the Time Sheet to quickly add batches of time.
Mobile Time Card
Use the Mobile Time Card when you are away from the office. Whether you are catching a flight to a client meeting or waiting for your kid to score a goal, you can enter your time and it will go directly into C&P. The Mobile Time Card is optimized for viewing on an iPhone but also works on all smartphones so you can enter time anywhere. No excuses.
Winners Do Time
Use this fun incentive to track your own time or to get your staff to track theirs. For every completed time card, C&P will automatically enter you or your employees into a drawing where you can win exciting prizes—all for using C&P’s easy time keeping features to keep track of how many hours you spend on a job.
Missing Time Worksheet
Evaluate how your agency is using their resources with the Missing Time Worksheet. This valuable tool lists all staffers who have submitted less time than the scheduled hours on their calendar during a specified time period, so you can help your team reprioritize, if necessary.
One-Click Time Approvals
Instantly approve time cards from staff members. Approving time entries is simple. Just select them from a list and with one click, you’re done.
Staff Utilization Snapshot Reports
The Staff Utilization report compares each staff member’s total hours vs. their billable hours. It is based on what percentage of their total hours is actually billable time and helps you understand how to best utilize your staff in order to grow your agency.
Productivity Snapshot Reports
C&P analyzes staff time from many perspectives, for any day, week, month, or year. These reports use time sheets to show how the shop’s time is spent and are the best way to see how people work -- by client, job, or task.
Job Costing & Billing
Purchase Orders
Accounts Payable
Everything you buy from a vendor on account or with a credit card, whether for a job or for the shop's expenses, is tracked with Clients & Profits.
Recurring Payables
Routine monthly bills, such as rent or insurance, can be scheduled automatically for payment, no re-entry needed.
Auto Pay Vendor Payables
Write checks for unpaid vendor invoices using the Auto-Pay Payables function. Invoices are selected by pay date, which is entered in Accounts Payable when invoices are added. Clients & Profits then searches for every unpaid invoice through this pay date, groups them by vendor, then writes a check.
Checkbook/Online Banking
Clients & Profits can write and print checks for vendor invoices, job costs, overhead expenses, and employee advances as well as transactions for online banking.
Import Credit Card Statements
Clients & Profits can import credit card statements from American Express, VISA, and MasterCard to save hours of data entry each month. Previously-entered job costs paid by credit card are automatically matched up with the monthly statement.
Internal Charges
Shops with in-house output, duplication, and production equipment can set up a price list for every kind of internal charge they'd bill to a client (e.g., videotapes, slides, film output, pre-press, etc.)
Expense Reporting
Staff expense reports records all of your reimbursable out-of-pocket expenses, like tolls, client lunches, cab fares, or tips. Each staff member can add their own daily expenses themselves, which can then be approved by finance department staff. This makes it easy keep track of the reimbursable expenses you’ve paid for out of your own pocket.
Employee Expense Advances
Employees can be paid advances for their expense reports. Later, when the staff member enters their expense report, they’ll be prompted to enter their expense advance check number. If the employee owes the company, he or she must write a personal check on the spot. If the employee spent more than their advance, a check is cut for the difference automatically.
One-Click Expense Approvals
Finance staff can quickly and easily review each staff member's daily expense report and approve the expenses in a single click.
Job Cost Transfers
Transfer costs between jobs and tasks seamlessly within the Job Cost Transfer window. Cost transfers are always added in pairs: you’ll enter the job and task from which the cost is being transferred, then the job and task that will get the transfer.
Custom Billing Rates
Set up a standard rate for each of your staff members that automatically populates throughout C&P. Go a step further and customize billing rates for a client within their file and even designate specific task rates for that client. Use this flexible feature to ensure smart billing throughout your agency and increase your profits.
Weekend, Holiday, and Rush Upcharges
Get paid when your team goes the extra mile for clients. The upcharge feature bills clients automatically when your staff works on company holidays or weekends. After setting up your company’s holidays in C&P, you are able to easily determine whether or not certain clients will be billed for your staff’s overtime within their client file.
One-Click Auto Billing
WIP Billing
The Billing Hot Sheet shows unbilled jobs by client - including each job’s estimate, billed, and remaining unbilled amounts. A checklist of the billing workflow steps is listed for each job. The Job Billing Worksheet shows unbilled jobs and their tasks - including each task’s budget, costs, commitments, billings-to-date, and a space to enter the amount to bill now
Multi-Job Billing
Retainer Billings
Bill up front for a client then apply these billings later when the on any of the client's jobs actual costs are billed.
Advanced Billings
Bill up front for a job (using any part of its estimate), then apply these billings later when the job’s actual costs are billed.
Media Billing
Create automatic media WIP entries in order to match your media costs using Media WIP Accrual Accounting. Media invoices automatically post media WIP accrual entries into the General Ledger, offsetting the accrual entries posted from the client’s media billing. This helps automate WIP accounting for media clients.
Client Invoices
The invoice shows a detailed summary of the job’s tasks and their billings, including billed hours. Printed invoices look just like estimates, so clients are spared billing-time surprises.
Client Payments
Find all of the details about your client payments in Client Payments, including who made the payment, the date of the payment, when it was posted, the amount, check date, the accounting period the check was posted to, the check number and the cash in the General Ledger.
Client Collection Manager
Improve how you get paid with the Collection Manager. This terrific tool is a listing of everything owed to you by your clients from unpaid invoices. When the Collection Manager window is opened, it lists every posted, unpaid invoice from Accounts Receivable.
This is an essential feature for in-house marketing departments that bill internally. Add your internal departments from your company (your “clients”) into C&P so that you can charge them and bill appropriately for costs you incur producing jobs for them.
Internal Billings
An internal invoice bills other departments within the organization for their in-house jobs. They do not affect the financials or the A/R aging reports.
Internal Approvals for POs, A/Ps, A/Rs
Department managers and team leaders have the option to approve POs, vendor invoices for payments, billings prior to sending to clients, and more.
Bank Statement Reconciliation
Any bank account can be quickly reconciled with your monthly bank statement using the Reconciliation function. Clients & Profits reconciles bank accounts separately, so you’ll enter one account’s balance at a time.
Sales Commissions
The painful process of tracking and calculating sales commissions for AEs is completely automated. Sales commissions are based on job billings for clients, jobs, and job tasks that are marked as commissionable. Commissions are calculated for either account executives and bizdev executives, or both. Commission rates are set by job type and can be a percentage or flat-rate spiff. Individual job tasks and invoice line items can be made commissionable, which Clients & Profits uses to calculate commission amounts on reports.
Sales Tax Accounting
Sales and use tax accounting is completely automated. Each client can have up to 3 tax rates. What's taxable is based on the job task and is used to calculate sales tax on estimates, change orders, and client invoices. Sales tax reports summaries all of your taxable sales by location for simple tax reporting.
Financial Accounting
General Ledger
Clients & Profits is built around a one-write, double-entry general ledger. This comprehensive, accrual accounting system automatically tracks your income, costs, and expenses for two concurrent fiscal years. It provides full audit trials and account summaries, batch posting, flexible adjusting entries, and auditing tools for high-volume shops.
Advertising-tuned Chart of Accounts
The Clients & Profits X chart of accounts is completely customizable. You can have as few or as many accounts as you need (there’s no real limit to the quantity of accounts). Each account has an account number, classification, sub-class, and categories for cash flow and ratio reports. Separate accounts can be set up for different profit centers and departments.
Profit Centers
Separate accounts can be set up for different profit centers and departments. Financial statements can be printed for one profit center at a time, or all profit centers. Jobs reports can also be profit center-based.
The Budget Worksheet window lists all G/L accounts and their budget amounts for the current year. These budgets can be compared with actuals anytime during a month by printing the Budget vs. Actual financial report in Snapshots. Not all accounts need a budget. In fact, you're free to choose which accounts to budget.
Auto-Complete G/L Accounts
There's no need to memorize thousands of account numbers. Just enter the first few letters of an account name and Clients & Profits will enter the rest automatically.
Overhead Allocation Worksheet
The Overhead Allocation Worksheet helps calculate the true cost of servicing your clients. It works by first adding up the total hours worked by staff members on each client account, using entries from time sheets and time cards. Then the agency’s total overhead is calculated from the income statement. The agency’s total overhead is then divided up by client using one of four formulas: agency direct service costs, agency billings, agency income, or agency direct client hours. Based on the formula you’ve chosen, Clients & Profits allocates each client’s share of the overhead expenses.
Client Aging Snapshots
Client aging reports show unpaid invoices from Accounts Receivable including how much clients owe you. See essential information -- accounts receivable -- but in more or less detail.
Vendor Aging Snapshots
Vendor aging reports show unpaid invoices from Accounts Payable. These reports show how much you owe to vendors. Both show essentially the same information -- accounts payable -- but in more or less detail.
Job Profitability Snapshots
Get an accurate picture of which jobs are making you money and which ones aren’t using the Job Profitability report. It shows only costs and billings for jobs and tasks, and does not account for overhead expenses.
Financial Statements
Clients & Profits prints standard financial statements tailored especially for the advertising industry. These financial reports are used for auditing, tracking, and reporting your G/L accounts balances.
Ratios and Analysis
Clients & Profits prints advanced finacial statements and ratios that larger entities may require. This includes the Statement of Cash Flows, WIP analysis, Debt Ratios, Liquidity Ratios and Solvency Ratios.
Media Planning & Buying
Import from Strata, SmartPlus, etc.
A great tool for Media Buyers, the Clients & Profits Media Link that imports broadcast orders, print insertion orders, and vendor invoices from popular media buying systems into your C&P database.
Media Traffic Calendar
Media Planning (Broadcast/Interactive/Outdoor/Print)
Media Estimates
Show clients exactly where their ads will be placed using the Media Estimate. The flexible estimate is composed of different media buys made for a single campaign, such as a product launch, and features a long description that can be used to describe your objective for these buys.
Media Ordering
Media Pre-Billing
Show clients exactly where their ads will be placed using the Media Estimate. The flexible estimate is composed of different media buys made for a single campaign, such as a product launch, and features a long description that can be used to describe your objective for these buys.
Make Goods
Media Reconciliation Billing
Media WIP Accrual Accounting
Show clients exactly where their ads will be placed using the Media Estimate. The flexible estimate is composed of different media buys made for a single campaign, such as a product launch, and features a long description that can be used to describe your objective for these buys.
Media Billing Goals
Media Analysis Snapshots (Post-Buy/Client Spending)
Security / System Administration
One-time, One-Click Desktop App Installation
Automatic, Silent Software Updates
Supports Multiple System Administrators
Unlimited User Accounts
Organize Users by Team, Department, Profit Center
User Accounts w/200+ Customizable Permissions
15 Standard User Roles w/Preset Permissions
Fine-Grain User Access Controls to C&P Menus & Functions
14 Customizable User-based Approval Settings
User-based Interactive Budget Alerts
Simple Login IDs (e.g., Staff Initials)
C&P uses the same ID for logging into the system as its does for timekeeping and trafficking
System Admin-managed Passcodes
For better security, staff members can't create their own passcodes. Instead, they're assigned by the C&P system admins.
Separate User Passcodes for Desktop App & Web App
Option to Require Strong Passcodes
Option to Expire Passcodes After X Days
Automatic Logoff After X Minutes
User Login/Last Action Logging (including IP address)
Optional Bad Login Email Notifications
Option to Disable User Accounts After 3 Bad Login Attempts
200+ Customizable System Preferences
Custom Logo on Printed Reports, Estimates & Invoices
30+ Custom Staff Email Notifications
Works with SSL Email Servers (e.g., gMail)
Customizable Email Templates w/Optional Attachments
These options can require internal approval by a specified staff member before things can move forward e.g., before estimates can be printed, before timelines can be sent to clients, before A/P invoices can be paid, etc.
10 Customizable Internal Approvals (e.g., Briefs, Estimates, etc.)
30+ Customizable Job/Production/Traffic Preferences
Custom Production/Finance Status Codes
Supports Multiple Location-based Asset Servers
Auto Job, PO, Invoice, and Check Numbering
User-based Options to Show/Hide Job Costs
User-based Options to Show Cost/Billing Rates
Option to Require Notes on Time Entries
Hybrid Desktop/Web Architecture
C&P pairs the power and usability of a desktop app with the flexibility and accessibility of a modern mobile app. Your staff gets a more powerful, usable experience with the work-anywhere features of the internet.
Cloud-based Database (aka The C&P MAINFRAME)
Your database, in the cloud. Available anywhere, anytime you need to get things done. Nothing to back up, zero maintenance. We're on it 24/7/365.
Maintenance-Free Database & Server Performance Monitoring
Automatic Daily Backups
Clients & Profits maintains daily, weekly, and monthly backups of your database automatically. You never have to worry about the security of your data.
Requires Self-Hosted MySQL/Microsoft SQL Server Database **
To run Clients & Profits X you need your own in-house, non-cloud based MySQL or SQL Server database server
Requires Onsite SQL DBA **
A qualified SQL DBA is required for initial setup, configuration, and optimization as well as for daily backups, performance monitoring, and routine database maintenance. The C&P Helpdesk offers only limited support for self-hosting.
Native Mac OS X Desktop App
A real Mac user experience you already know how to use
Native Windows Desktop App
A real Windows user experience you already know how to use
Web-based Project Manager - Jobr Mobile
Optimized for tablets
Web-based Client Portal - Projectr *
Optimized for tablets
Smartphone-optimized Daily Time Card
Owner / Principal / Executive
Management Reports
See how your shop is performing, anytime, with a single click in Clients & Profits. How are your jobs performing? Which jobs are profitable? Which clients are profitable? Reports can be bookmarked with specific settings so you can measure what is important to you - without waiting for someone "to get back to you".
Advertising-tune Accounting
Get you're shop up and running with C&P quickly and minimize the amount of time your staff spends getting started.
500+ Reports
Snapshots : Essential Reports
Real time reports with essential insights on your jobs and clients. Everything is live and up-to-date, so that you’ll have an accurate picture of where everything in your shop stands.
Bookmarked Reports
Bookmark report settings and you can print your reports in one click. Bookmarks are personal and linked to your log-in so you can Bookmark exactly what you need.
Email Reports as PDFs
Easily share valuable information with staff members or clients by emailing reports from C&P as a PDF. This feature converts hundreds of C&P reports, making it easy to extract the data you need now.
Customizable Reports & Forms (e.g., Estimates, Invoices)
Make reports look the way you want them to using the built-in Clients & Profits Customize Reports window. Modify every existing report in Clients & Profits using text, line, and drawing tools, as well as a custom color picker. You can also customize the typeface for individual sections of a report using the typeface style and size tools.
Shared Customized Reports
Share customized reports with your staff so that everyone in the shop uses the same report. You’ll reduce confusion and make it easier for you to get your job done. Any customizations you make to a report are also available to anyone, anywhere in your shop that prints the report.
System Setup / Training & Support
SMART START : Quick 20-Question Setup
California-based Live Support : Phone/Email/Chat
Online Visual Feature Guide
One-click access to the Feature Guide by clicking the Help button anywhere in Clients & Profits
On-demand Training Class Videos
1-on-1 Virtual Training *
Personalized Onsite Training *
Onboarding & Best-Practices Consulting *
Software Customization *

+ Not available in all editions.

Designed so everyone in the shop has the functionality they need and everyone works together – without compromise.

TECHNOLOGY Our investment in technology allows us to produce higher quality software -- and support it better – so you have the best user experience possible.   CONSTANT IMPROVEMENT Clients & Profits improves every year because our clients speak and we listen. We don't just listen to feedback, we put it to work to make Clients & Profits better.

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Questions? Call C&P Sales at (800) 272-4488.

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"We've had Clients & Profits since 1990. It's been part of our success." -- Nick Lambesis, Lambesis