The project overview is the place to store all information relevant to project members. Parameters such as start date, duration, project manager, and much more can be clearly recorded there. Using the linking area, you can access all associated records with just a few clicks.

TOPIX supports you in the calculation of your projects. For example, the project manager can distinguish between billable and non-billable services. The latter means that certain services (e.g., internal meetings) that are not invoiced to your customers still contribute to the controlling. This way, you always have profitability in mind and receive an objective target-actual comparison.

With the help of TOPIX resource planning, you can display the timeline of project steps and tasks, and project the next steps. This takes into account the utilization and availability of individual resources. Through integration with other areas of TOPIX, even vacations and other bookings are considered. Another highlight is the consecutive tasks. With this feature, individual work packages are linked and even brought into dependency.

When billing for your services, you have the option to choose between flat rates and invoicing based on actual services provided (with detailed proof of performance) in TOPIX. TOPIX will assist you in determining which expenses can be invoiced to your customer. Thanks to precise allocation to respective projects and jobs, there's no need to manually compile services. Of course, you can directly send your invoices from TOPIX.

Use various evaluations and diagrams to see how your project profitability is doing. Additionally, identify areas where you can make adjustments in the future to optimize your processes. The evaluations and dashboards can be customized according to your specific needs.

Correct billing is also essential. With TOPIX, you can set flat rates or invoice individual services with a detailed record of services provided. CRM & ERP software for agencies is not only designed for large enterprises but also for small and medium-sized agencies looking to optimize their processes. In addition to accurate billing, clear representations and calculation options are crucial for project management administration with our software system solution for marketing agencies.

Time tracking is one of the most crucial functions for agencies. To convince yourself of the easy operation and practical features, you should simply test TOPIX agency software for free and form your own opinion. Before making a purchase, it is advisable to compare various software systems for agencies, evaluate which is the best system for you, and optimize your business processes by introducing a new system.

All documents and information are centrally stored in the Document Management System (DMS) in TOPIX. All authorized users have quick and clear access to the data. The complete indexing of documents allows for a convenient full-text search. The management and archiving of documents are carried out reliably and securely.