All frank's features in one simple plan
Know the whole platform
Sales
Business Partners
Business Partners | Client's Console Search for specific client/s, filter and quickly access each one. Export the list to Excel for further work.Close window
Business Partners | Vendor's Console Search specific vendor/s. Filter, quickly access a specific vendor and export the list to Excel for further work. Also rate their performance for future reference. Close window
Business Partners | Leads AKA opportunities. Keep them handy and use them for future newsletters. Close window
Business Partners | Contacts Keep all your direct contacts close for future references. Close window
Business Partners | Dashboard Find an interactive, visual summary of ongoing activity with the client. Close window
Marketing
Projects
Projects
Projects | Contracts USign your contracts, avoid working on projects based on the "word" of your clients, and make sure the key contract issues are turned into manageable parameters. Also store the contract linked to the project so you have it really handly should it be needed. Close window
Construction
Projects | Expenses Management Use this section to classify all types of expense under labor or material, each with their supporting files and manage your budget in detail. Close window
Task Organizer
Task OrganizerUse this console to see tasks from every different projects all in one place; create and copy tasks and load Time Tracking to tasks directly. Close window
Administration
Company Docs
Company Docs | Expertise Center Keep your key templates, documents, marketing assets and any relevant information stored and available for everyone. Close window
Company Docs | Standars and Processes Document everything! A digital backup of every company process is just a click away, within reach of any staff member who's logged in Frank. Close window
Company Docs | Company Templates Create a signature workflow and document it for future references. This feature solves the typical problem of creating templates every time a new project is started. Use the same template for similar projects and save time! Close window
Human Capital
Human Capital | Staff Knowing every staff member is essential to create a warm work culture. Keep all your team's profiles stored in this section for your ease of comfort. Close window
Human Capital | Payments Have a clear insight of each staff member's rate and fee. Close window
Human Capital | Comissions Monitor bonuses, over time and rewards from here. Close window
Human Capital | Learning Encourage your staff's professional development with this feature. Enhance their know-how and take your staff's performance to the next level. Close window
Accounting & Finance
Task & Time Tracking
Time Tracking Keep track of the time alloted to each task within a project. Classify tasks according to the department within your firm (Technical, Marketing, Administrative and more) Close window
Dashboard Observe, analyze and compare between planned time, executed time, billable and non billable. Close window
Reports Keep your staff (and yourself!) accountable for the worked hours and create performance reports instantly ready at your client's request. Close window
REPORTS
Project Expenses Use this report to compare budgets with expenses and improve similar budgetary futures processes. Close window