The best software for agencies

We believe that every agency needs its own combination of software to suit its individual working methods and products. Is this possible with an “all-in-one” agency software? We believe not.

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We know the daily agency routine inside out: tight deadlines, tight budgets, many projects and detailed tasks. The best workflows for these challenges come from customized solutions for task management, CRM, finance and more.

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The OS/agency software acts as the connecting element that works seamlessly with your existing tools and keeps an eye on project profitability at all times. This gives you control over your finances at all times and allows you to minimize non-billable hours - for a profitable and successful agency.

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Here we give you an insight into our experience of which software ecosystems small and large agencies use.

Find the right task management tool for your advertising agency

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The demands in an advertising agency are high: creative processes must be organized efficiently, teams must be coordinated seamlessly and deadlines must be strictly adhered to. Finding the right task management tool is therefore a feat...

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The diverse needs of an advertising agency

Advertising agencies are like living organisms. They are made up of diverse teams that need to work closely together - from creative and design departments to project management and account managers. Each team has its own workflows and needs, and a good task management tool must reconcile all these requirements.

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Criteria for selecting a task management tool

Ease of use:

A complex tool that requires a long training period will be quickly rejected. The perfect task management tool for your agency must be intuitive and easy to use so that it is quickly accepted by all team members.

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Transparency and collaboration:

The ability to track projects and tasks transparently is crucial. Team members should be able to easily see what resources the client has purchased or the project manager has calculated, who is working on what, what deadlines are coming up and what progress is being made. Collaborative features such as shared boards and comments are therefore essential.

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Mobility:

In today's mobile working world, it is important that the task management tool also works well on the move. A strong mobile app can make all the difference here.

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The best task management tool for your advertising agency

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awork

awork combines a simple but perfectly implemented range of functions with an unrivaled application speed. OS/ is the perfect link between awork and your project finances and synchronizes projects, available budgets and time tracking from awork in real time, so that your creatives can work completely in awork.

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Asana

Asana is the veteran of task management tools. The ability to customize Asana projects is leading in the market and particularly suitable for agencies working on many very different projects. OS/ integrates Asana perfectly and synchronizes your projects, project statuses and approvals.

You actually only have two options here‍. OS/ integrates perfectly with both solutions and uses the convenient option of logging in via single sign-on.

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Some important differences for creative agencies lie in the user-friendliness. While Google Workspace impresses with its intuitive interface and seamless, real-time collaboration, Microsoft 365 offers deeper integration options and enhanced security features that can be beneficial for larger and data-sensitive projects.

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The best collaboration tool for your advertising agency

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Google Workspace

Google Workspace is an outstanding collaboration tool for advertising agencies that impresses with its ease of use and seamless integration. With applications such as Google Docs and Spreadsheets, teams can work together in real time, which promotes creative collaboration and the rapid implementation of ideas.

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Google Drive provides a central repository for all important files, OS/ sets up a standardized folder structure for each project on request and automatically shares it with the project team.

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Google Meet ensures seamless virtual meetings, while Google Calendar helps you keep track of deadlines and appointments.

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A major advantage of Google Workspace is its user-friendliness, the ability to collaborate from any location and its particularly intuitive collaborative functions, which is especially beneficial in the dynamic and often mobile working world of advertising agencies.

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Microsoft 365

Microsoft 365 is also an excellent collaboration and workflow tool for advertising agencies that scores highly with its powerful applications.

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With proven tools such as Word, Excel and PowerPoint, teams can work efficiently on documents, spreadsheets and presentations, while OneDrive provides secure and centralized storage for all important files. Microsoft Teams facilitates communication and collaboration through chats, video calls and shared workspaces, which is particularly useful for complex projects.

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A key benefit of Microsoft 365 is its robust security features, which are particularly important for larger agencies with complex project requirements and strict data protection guidelines.

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The familiarity of the user interface of Microsoft applications can also increase acceptance and productivity within the team.

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Challenges in the billing of external costs and cash expenses
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Accounting for third-party costs and cash expenses is a considerable challenge for many agencies. Confusing receipts, manual data entry and time-consuming approval processes often lead to an enormous amount of work, delays and errors.

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PLEO the solution for efficient expense management

This is where Pleo comes into play: with Pleo, all expenses can be recorded digitally and tracked in real time. The OS/Pleo integration automates the receipt import and creates your projects directly in Pleo for allocation in the app.

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Employees receive virtual or physical company cards that automatically record and categorize transactions. Receipts are simply uploaded by photo and assigned to the correct OS/project as soon as they are recorded. This saves you a lot of manual effort and means you always have an overview of all external costs and can manage them efficiently and transparently.

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With the perfect integration of Pleo in OS/, an average document volume of 5,500 documents per year and accounting employee is possible.

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DATEV and the perfect integration of OS/
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The seamless integration of OS/ with DATEV offers you the ultimate solution for efficient and error-free financial accounting. With OS/, all relevant financial data is automatically and completely transferred to DATEV, eliminating manual and multiple data entries and potential sources of error.

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Our integration allows you to automate all accounting processes and synchronize your financial data in real time. You can keep track of your finances at all times and focus on the essential aspects of your business.

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The perfect collaboration between OS/ and DATEV ensures that you always have up-to-date and accurate financial data at your fingertips, taking your accounting to a whole new level.

Why OS/ is the perfect agency software
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OS/ is the ideal solution for project-based companies that want to maximize their efficiency and optimize their financial processes. With precise labor cost calculations, detailed visualizations of overhead costs and the ability to identify non-billable hours, OS/ helps you increase profitability.

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Seamless integration with tools such as Pleo and DATEV ensures automated and error-free accounting. In addition, the connection to awork enables perfect project management so that you can plan, track and complete projects efficiently. The integration with Google Workspace facilitates team collaboration through smooth communication and joint document processing.

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OS/'s user-friendly “bottom-up” approach allows you to keep track of everything from the details to the big picture. Choose OS/ and experience how simple and effective project management and financial accounting can be.