Overview of Account Management Software

Harvest

This is our time-management software. It’s here where we bill time towards the various projects we are working on to ensure that we are working according to and within our allotted budget. As a brand manager, this is also where you input projects as proposals are signed.

Highrise

This is our CRM software. It’s primarily used for managing client contact info and uploading deals (each proposal is considered a deal).

Basecamp

This is our project management software. Once a proposal is signed and the Harvest jobs are created, you will then use Basecamp to upload/create to-do’s for each project and assign them to your various team members. You can also use basecamp to post important information, relay feedback and correspond with various team members.