Creative Agencies

Win more work. Track time and expenses. Deliver on budget. Get paid on time.


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Live project financial tracking and project status reports for Agencies

Live Performance Tracking

CMAP pulls live timesheet, personal expenses and purchase invoice data to drive real-time Budget vs. Actual reporting.

Real-time awareness enables you to identify poor performing projects and take action (e.g. adjust resourcing, negotiate additional fees, etc.) before it's too late.

The Story So Far feature allows you to compare actuals to your percentage complete and predict the recovery rate.

Over time, CMAP's report suite helps you to understand where your projects are profitableor notand gives you the tools to learn, adapt and scale.


CMAP provides simple, integrated resource management for creative agencies

Resourcing Made Simple

CMAP's Workload Schedule tool enables you to make quick changes with a simple drag & drop.

You can even resource within the tool, rather than having to do it within the project itself, and make changes to the allocation e.g. extending the timeframe.

It's further supported by CMAP's skills & attributes tools, helping you to home-in on the right people in your resource pool.

CMAP's resourcing reports make sure you have an accurate view of current and future demand, and if you have the capacity to deliver it.MORE ABOUT RESOURCE PLANNING

Simple job costing for agencies. Quote in multiple currencies, cross-charge clients , customise rate cards & more

Fast, Accurate Fee Estimates

Take the guesswork out of job costing with CMAP's Fee Estimator tool.

The types of projects you do over and over can be templated to establish accuracy and consistency. If you're quoting for a project that's similar to others you've done, pull in the relevant parts of their fee estimates to build the budget. Or start from scratch. There's an option for every scenario.

With optional approval workflows, solid multi-currency and rate card management, version control—and more—you can have the confidence you'll be able to continue giving clients the level of detail they demand.VIEW JOB COSTING TOOLS

Integrated timesheet software and expense management tool for creative agencies

Easy Timesheets & Expenses

Tracking time and expenses is the absolute core for a services company, but most systems make this painful and time consuming.

CMAP makes it easy (a) because it's so straightforward and (b) as you can access from anywhere on desktop, tablet or mobile.

The CMAP Go smartphone app is available on iOS and Android devices and is packed with useful features e.g. taking photos of expense receipts and uploading them to your claim and completing your weekly timesheet.

CMAP HR - People Profiles

Human Resources

Better leverage your people and their skills using CMAP’s HR module.

Through the use of People Profiles and timesheet data, you can keep track of which clients and projects your team has worked on – so if any related projects come up you know who’s already well versed.

Thanks to custom fields, you can also add specific skills and market experience to each staff member too. Need someone on a job who speaks Spanish? Find them at a glance.

You can also store important documents such as contracts and health & safety forms against individual profiles. Plus, there’s space for general forms like handbooks, style guides and so on in the overall HR tab too.


Learn More
CMAP provides a fully integrated project management & CRM system for creative agencies

Fully Connected CRM

From a contacts directory, through lead and opportunity management, CMAP assists your business development efforts.

Key functionality includes:

  • Companies and contacts database e.g. names, addresses, phone numbers, etc.
  • Activities e.g. for sales-follow up
  • Weighted probability-adjusted forecasting e.g. for revenue or resourcing reports
  • Seamless lead to pipeline to project conversion workflow: no rekeying or duplication
  • Alerts on your dashboard, in CMAP For Outlook and in CMAP Go on your smartphone

Importantly, this is all assisted by industry-specific job costing functionality not found in standalone CRM's, where the fee is just a number you punch in.


CMAP for Outlook Gif

CMAP for Outlook

The add-in enables you to:

  • Complete & submit your timesheets
  • Request & manage time off
  • Complete CRM activities and schedule new follow-up activities
  • View existing leads & opportunities and create new ones—without having to leave Outlook
  • Save copies of emails against contacts, as well as against specific leads & projects
  • View company & contacts data from CMAP in Outlook and create contacts from Outlook in CMAPVIEW OUTLOOK PLUG-IN
CMAP helps creative agencies handle client billing and manage project finances with ease

Flexible Invoicing Workflows

Whether invoice approval is project manager-driven, centrally-driven or somewhere in between, CMAP can be configured to suit your preferred processes.

A variety of out-of-the-box dashboards and reports combine to help your project and finance teams keep on top of cashflow.

To top it all off, integrations with popular accounting packages free up the time for finance to focus on more productive activities.

Business intelligence for agencies. Create powerful, custom project reports with CMAP

Business Intelligence

The CMAP BI module gives you the drag & drop Report Builder tool, giving you the freedom to dig deeper into your data.

Create your own custom reports, choosing the datasets, filters and calculations that will get you to the answers you're looking for.

Reports can also be shared with colleagues or published straight to your dashboard, ensuring you're always switched on.


CMAP's custom dashboards enable you to view your agency's performance & projects in any way you like

Custom Dashboards

CMAP keeps users up-to-speed on the areas that matter to them e.g. project workers with resourcing, project managers with performance, finance with billing, etc.

Points of note include:

  • Personalisation. You can drag & drop to re-order your dashboard to suit your preference
  • Custom dashboard boxes—built using CMAP BI—can be published to your dashboard so you don't need to go off and manually run reports
  • Dashboards are live. They take the data as it stands right now, so you can make confident decisions
  • They're interactive. Meaning you can simply click an item to be linked through to the relevant area to investigate or take action
Recognised revenue screen of CMAP's Agency Edition finance tab

Dedicated Finance Tools

CMAP has a dedicated Finance tab with important tools for your finance team, including:

  • Managing roles & rates
  • Currencies & FX rates
  • Revenue recognition & month-end
  • Accounting package integrations

Don't panic! Access to this area is restricted to approved users with relevant permissions. 


CMAP Mobile Apps connect your staff to your agency when they're on the go

CMAP Mobile Apps

CMAP Go makes it easy for your people to stay on top of timesheets, expenses, business development activities and time off, wherever they are.

CMAP BI puts custom reports onto your smartphone, so you can access your key reports whenever you need them. 


Screenshot of CMAP integration with xero - CMAP integrates with key business systems to save you time

Integrate With Key Systems

CMAP provides simple, direct connections with the apps & tools your business uses every day:

  • General ledger & accounting packages e.g. QuickBooks, Microsoft Business Central, Sage, Xero, etc.
  • BI reporting tools e.g. Microsoft PowerBI, Tableau, Yellowfin, etc., via our Direct Reporting Service



fee estimator templates - admin - medcomms - web

Self-Serve With Powerful Admin Tools

We don't want to be a blocker. It's very rare you'll need to come to us to make a change to your system.

CMAP's self-serve set up combines the tailored benefits of a bespoke solution with the flexibility of the cloud.

All the crucial finance and admin tools are available for you to tweak as needed, including settings for:

Stay Informed With Dashboards


Dashboards are fuelled with live data, providing real-time performance insights, alerts and workflow triggers, all of which help your company run more slickly.


The visual layout focuses you on the areas that require your attention. The icons are clickable, and CMAP will link you through to the relevant area for a deeper look.


Focus on the data that matters to you. Whether you're a project manager, finance user or senior management; there's a dashboard to suit you.


With CMAP BI, you can create custom dashboards to leverage your data, as well as share them with colleagues and even publish them straight to your mobile phone.

CMAP's interactive project dashboards help creative agencies with real time project reporting and project performance

Seeing is Believing

Book your free, personal demo with a CMAP Expert to find out more.

We’ve always had Project Admins who take care of all the actions for their teams. The difference now is that they can do their job much more easily. They’ve championed the introduction of CMAP.

– Karina Crowfoot, Oxford Pharmagenesis

CMAP makes sense of everything instantly and shines light into corners which never saw light before.

– Robert Dodds, Director, BDRC Group

CMAP allows me to make better use of my time; if someone drops a request on me in the past it might have eaten up hours of my time, but now I can have an answer for them in seconds.

– Karina Crowfoot, Oxford PharmaGenesis

There have been huge improvements in time management. CMAP has opened our eyes to how much time we haemorrhaged into near enough every single project.

– Karina Crowfoot, Oxford PharmaGenesis