What is Mergado Agencies
Are you still keeping track of your clients and projects in spreadsheets that no one keeps up to date? Mergado Agencies is a smart assistant for marketing agencies that helps you keep track of your clients, projects, tasks and team in one place.
Main features
- Client management – Contacts, billing information, custom fields (e.g. links to profiles, accesses, checklists).
- Client Projects – Each client can have multiple projects (e.g. different online stores), to which tasks, budgets, responsible persons and custom fields can be added.
- Tasks and Templates – Assign tasks with a deadline, estimated workload, responsible team member and connection to the project. Possibility of checklists and creation of task templates.
- Agency Dashboard – Overall overview of employee utilization, volume of work, sales and distribution of services. Suitable for leadership and strategic management.
- Filtering and Quality Control – Easily find incompletely completed projects, inactive clients or tasks without a deadline.
- Team Collaboration – Each team member has their own access. They can be invited directly from the application and permissions can be shared with them.
FAQ
Who is the application suitable for
Who is the application suitable for
- Marketing agencies – for recording clients, projects and internal workflow.
- Freelance specialists – for organizing cooperation with multiple agencies or clients.
- Account managers and management – for controlling the volume of work and the efficiency of the team’s performance.
Example of use
Example of use
The Agency administrator records the number of hours and the project budget for each client. The Marketing specialist sees which tasks are currently assigned to him/her and by when he/she has to complete them. The Team leader checks who is already overloaded and which services bring the most revenue.
How to activate the application
How to activate the application
You can simply activate the application in the Mergado Store by clicking on the “I want to activate” button. The application is tied to the user. After activating the application, you can create your own agency or be invited to an existing agency.
How much does it cost (price)
How much does it cost (price)
The application is completely free.
Important links:
- Activating the application and information: see Mergado Store.
- Technical support: see Mergado Support.
- News in the application: see Mergado Agencies release notes.