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Client relationship management tools allow you to track communications and activities with current and future clients.

  • Company profiles store identifying information about your clients and prospects that can be used for analysis.
  • The activity summary provides an interactive tool for tracking current status and all activities.
  • Enter and track the value of the business you are working toward using Opportunities which are automatically converted to contracts when you win the business.
  • Contracts store agreed upon rates, fees, reporting schedules and other details.
  • Advantage sends you reminders when contract renewal dates are approaching and when required reporting is due.
  • Scheduled Activities such as calls, to-dos and meetings can be added to the calendar by client or project so that you can track your activities. Scheduled activities are accounted for in overall workload calculations. Time can be recorded with a single click.
  • Analyze the results through a series of reports and dashboards designed to measure opportunities, investment and status.


  • The multi-tiered client structure allows you to track multiple divisions and products for reporting purposes.
  • Client contracts store the details of fee agreements, documents, reporting requirements and other details.
  • Service fee contracts to store fee amounts and billing increments by type.
  • The Service Fee Reconciliation application is a user-definable and interactive tool where you can monitor and track fees, time accumulated, and overall profitability in many different views.


The client budget application is fully integrated with forecasts and project plans allowing you to create unlimited budget variations that can be used to help predict revenue and the resources required to generate that revenue.

  • Create initial budgets based on client and agency expectations that set the stage for the coming months. Use historical or forecasted data as an aid in creating budgets.
  • Use the project forecasting tool to record expected revenue and staff usage or use employee assignments and planned hours from project schedules to update the forecast within the master client budget.
  • Actualize the budget and roll-forward the balances, clearly see what is expected for the coming months. Update the forecast monthly to see exactly where you stand.
  • Employee utilization forecasts and project schedule assignments allow you to analyze employee resource needs now and into the future.

Other Applications

The following applications are designed to work hand-in-hand with Customer Relationship Management:

"Customer Relationship Management" is part of the Advantage line of products, developed by Advantage Software, Inc.