Advertising Agency Module This module is designed for Account Directors, Account Managers, Client Relationship Managers and all staff involved in Business Development. Manage Clients and Brands Track and manage all client interactions with global access through a browser, or fully integrated within Outlook. Easy to use filtering and in-line charting to help you visualise all your client information. You can also track related brand information along with annual spend per brand and brand manager information. The built-in SharePoint integration allows you to link all client -related documents, or you can simply attach documents and files directly to any record. Manage your Client Pitches Manage new client pitches and client retention bids. View sales pipeline information in the Agency Dashboard along with direct access to client brief information. Run reports, view win-loss analysis and sales pipeline or forecast information. Track Client Ad Briefs Account Managers can log all briefs for each client and link these to production work for each brand. All screen views can be further tailored to suit your needs and there is also potential to integrate your existing systems where appropriate. ConsultCRM's Ad Agency Template Module is ready for both Microsoft Dynamics CRM 2011 On-Premise and Online.