The perfect CRM for communication agencies

In a communication agency, organisation is essential. And we know that well!

Within our web division Conselio (publisher of eKo CRM), one of our team members has several years' experience in communication agencies, both in Luxembourg and in Metz.

Several clients in the communication sector also already trust us and have been won over by eKo CRM: 12h12, Ace Medias, Form Publicité, Pub polis...

All of eKo's key features for communication agencies

Team management and access rights control

In eKo, you can assign roles and set specific access rights for each member of your team.

The salesperson or project manager can therefore oversee all projects and track their progress and invoicing.

Meanwhile, graphic designers or developers will only have access to the items relating to their specific task (contacts, calendars, shared files, email exchanges, etc.).

Thanks to granular rights control, each team member has the tools and information they need to carry out their work, preventing unauthorised access to sensitive information while respecting everyone's responsibilities and confidentiality.

Tracking multiple client files

Managing client files can become chaotic, especially in an agency when you are working with several clients at once.

eKo lets you centralise all your clients' information in one place. You have quick access to a client's (or prospect's) record. No more endless searching through scattered files or emails: everything is at your fingertips.

You can easily track the progress of each project from anywhere (a simple internet connection is enough) and on any device (phone, tablet, computer…).

Managing client and supplier contacts

Whether you work with clients, partners or suppliers, eKo helps you manage all your contacts efficiently. You can easily add, organise and find essential information in a few clicks (phone number, email, address, etc.). No more wasted time.

Managing deadlines

Deadlines are often tight in the communication world. eKo helps you manage your due dates with ease. You can track the progress of your projects and set alerts so that nothing is forgotten, thereby avoiding delays.

There is also a "ticket" module in eKo that makes it easier to manage priorities more naturally.

Tracking quotes and invoices

The administrative side is often complex. With eKo, you can generate quotes and invoices directly from the CRM and track their status in real time. This lets you focus on creative work rather than paperwork.

You can also create template quotes and/or retrieve the information from a supplier quote.

Legal notices, payment terms, VAT rates… can be set up automatically.

Tracking project profitability

One of the main challenges for communication agencies (web agency, print agency, events agency, other…) is ensuring that each project is profitable.

eKo gives you a complete overview of the costs, expenses and margins of your projects.

This lets you optimise resources and make informed decisions to maximise the profitability of your assignments. Thanks to these financial tracking features, you can easily adjust your strategies and improve the management of your budgets.

Tracking time spent per project

With the Timer module in eKo, you can now find out how much time is spent on each client. In just a few clicks, you get a clear view of your working time on each assignment.

Document storage

All your documents are stored securely in eKo, in a private data centre in Luxembourg. Whether contracts, client briefs or mock-ups, everything is centralised and accessible at any time, avoiding the risk of losing important documents. This feature also ensures that all the necessary information is available in a single click (for example during a client meeting).

Conclusion

Take eKo with you everywhere: it is the all-in-one tool that lets you, as a communication agency, manage your projects efficiently. By centralising all your information and giving you full control over every aspect of your business, eKo lets you focus on what really matters: your creativity.