What is Clients & Profits? •
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Training & Support
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Compact, focused, and on-demand. Learn how to use Clients & Profits in short bursts of times when your schedule permits. |
Chat with product experts and get answers to your questions in our live training classes. View the weekly class schedule and register in advance. |
Get step-by-step instructions for using individual features. Perfect if you need basic guidance or want to see what a feature does. |
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Get answers to the C&P's most frequently-asked questions, then get inside information about how Clients & Profits works from tech notes. Coming Soon. |
 The C&P X-to-Cloud Upgrade
Meet the finest Clients & Profits ever made, freshly reinvented for the digital media agency. We've designed a best-of-class desktop experience, paired it with a tablet-optimized mobile app, and moved your database to the cloud. Upgrading is simple and fast, and nothing's lost. See What's New |
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Our staff consultants can help you with onboarding, upgrading, implementing best-practices, or just putting Clients & Profits to work. |
 One-on-One
Live Training Our in-house dev team has decades of experience customizing Clients & Profits for specific needs, including creating custom reports, Excel exports, APIs, and feature enhancements. |
Workflow
Consulting Get personalized training with your shop’s custom program settings and database. Our fee-based full-day, half-day, or hourly training can be online or on site. |
We’re committed to helping you use Clients & Profits to successfully run your agency. We understand that sometimes that means you want to talk to someone directly – someone friendly, someone knowledgeable. Talk to our helpdesk. They’re in Oceanside, California – sitting next to R&D, Sales, and Marketing – and they’re committed to helping you your success.
"We've been very fortunate in that we chose Clients & Profits as our agency's software." -- Maria Orsini, Cundari
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