What is Merge Plan?
Merge Plan is a cloud-based project management and team collaboration software designed specifically for creative agencies, consulting firms, architectural firms, advertising agencies, design studios, and other professional services organizations. It provides a simple yet powerful way for service teams to plan projects, manage client requests, track progress with tasks and to-dos, log billable hours, invoice clients, and more.
Key features of Merge Plan include:
- Intuitive interface for creating projects, building project plans, and tracking progress
- Tools for assigning tasks to team members and setting due dates
- Time tracking to log billable and non-billable hours
- Invoices and payments to easily bill clients directly within the software
- Reports and dashboards to monitor budget vs actuals, utilization rates, and more
- Mobile apps allow teams to access projects on-the-go
- Integrates with popular tools like QuickBooks, Google Workspace, Slack, and more
Overall, Merge Plan provides a streamlined work management platform for agencies and professional services firms to improve team collaboration, enhance productivity, deliver projects on time and budget, and scale their business more efficiently.