Streamline your internal processes to support your business’ growth.
Stay organised with our transparent shared space to securely store documents where your whole team has access.
Allow your team to focus on creative tasks, and save time on admin activities, with stored templates for popular documents.
Manage your documents in a way that suits you best with our system that’s tailored to you and your processes.
Our document management system provides:
Manage client relationships
Manage clients with ease using our powerful database system, where you can track all of your communications and appointments in one place. Build strong relationships with your clients and never miss a deadline again.
Your customised database allows you to build relationships your way.
Personalised databases to help capture the personality of your business and your clients. Additionally, you can store your information on an individual and company level, so you know exactly where your communications are – at all times.
The details matter, and it’s important that you understand your clients as best you can.
Concept can support this, with streamlined access to:
You can share information with your clients at the click of a button with our client web portal.
Ensure your client stays up to speed with easy sharing of information of jobs and files in real time.
Improve ease of payment with downloadable invoices within your client’s portal, as well as access to account information, such as unpaid invoices, all in one place.
Provide clients with:
Putting you in control of what your clients can and can’t access
Upload and download all documents relating to your client’s job
Ensure your portal integrates with your website with a fully customisable front end
Access to your client’s full sales ledger history
24/7 access for media requests
No matter when or where, our portal is available for you.
“It certainly fulfils on its promise as a fully integrated financial, project and account management package.”