Marketing Agency

Name: Marketing Agency
Brand: ECOSIRE
SKU: marketing-agency

Key Features

`agency.retainer` model with monthly/quarterly hour or value buckets and `@api.depends` compute fields that roll up consumed vs. contracted effort from timesheet `account.analytic.line` records

Retainer burn-down with over-service alerting via computed utilization percentage and `base.automation` triggers that raise `mail.activity` reminders before a bucket is exhausted

Campaign profitability view extending `project.project`/`sale.order` with media budget, internal cost and margin computed from timesheets plus vendor bills

Pass-through ad-spend markup applied at the `account.analytic.line`/invoice line with configurable percentage or fixed uplift rules

Creative production pipeline as a staged `kanban` (brief → in production → internal review → client review → approved) with stage-gated transitions

Client approval loop that emails a QWeb-rendered proof and records sign-off, driven by automated actions and tracked on the chatter

Scheduled `ir.cron` retainer renewal that generates the next period's draft `account.move` and rolls forward unused-hour policy

Per-account-manager data isolation through `ir.rule` record rules on clients, campaigns and retainers, with `ir.model.access.csv` role grants

Utilization and margin dashboards using pivot and graph views over analytic lines, filterable by client, service line and manager

QWeb PDF retainer statements and campaign summary reports for client-facing delivery, styled to your brand

XML-RPC/JSON-RPC endpoints exposing retainer balances and campaign status for external reporting or a client portal

Service-line and rate-card configuration so different disciplines (paid, creative, strategy) bill at distinct cost/charge rates

Non-billable vs. billable time classification feeding both utilization reporting and invoice generation

Built and version-pinned for Odoo 17.0, 18.0 or 19.0, with Community/Enterprise-aware implementation of timesheet and dashboard flows

Built to order, done for you

No DIY setup — a working app, built, installed and supported by ECOSIRE.

You order

Start with a one-time build price. We scope it with you at kickoff.

We build & install

ECOSIRE builds, configures and installs it on your Odoo.

Go live + support

You go live in about 2–4 weeks, with a post-launch support window.

About this Product

Marketing agencies run on a mix of monthly retainers, fixed-scope projects and ad-spend pass-throughs, but Odoo core has no native concept of an agency retainer that draws down against tracked hours, no unified view of campaign profitability across timesheets, media spend and vendor invoices, and no structured creative-approval loop for client sign-off. Teams end up bolting the real work onto spreadsheets: which retainer hour bucket a task consumed, whether a campaign is over-servicing, what markup applies to reseller ad spend, and where a deliverable sits between draft, internal review and client approval. project.task, sale.order and account.move all exist, but nothing ties them into the agency operating model out of the box — and a generic off-the-shelf apps.odoo.com module inevitably assumes a workflow that isn't yours.

This is a build-to-order package: ECOSIRE designs and builds a custom Odoo module set for your agency, then installs and supports it. Technically it centers on new models such as agency.retainer and agency.retainer.line (compute fields with @api.depends roll up consumed vs. contracted hours from account.analytic.line/timesheets, surfacing burn-down and over-service alerts), extends project.project and sale.order with campaign and media-budget fields, and adds a crm.stage-style creative approval workflow on deliverables driven by base.automation automated actions and mail.activity for client reminders. Retainer renewal and invoicing are handled by scheduled ir.cron jobs that generate the next account.move draft; markup on pass-through ad spend is computed at the analytic line. Every model ships with proper ir.model.access.csv grants and ir.rule record rules so account managers see only their clients, plus OWL/XML views, list/kanban/pivot dashboards for utilization and margin, and QWeb PDF reports for client-facing retainer statements.

Everything integrates with what you already run — Sales, CRM, Project, Timesheets, Accounting and, on Enterprise, the timesheet-to-invoice and dashboard layers — rather than replacing them, and where you're on Community we implement equivalent flows without leaning on Enterprise-only widgets. Data flows in and out over the standard XML-RPC/JSON-RPC API so your reporting tools, ad-platform connectors or a headless client portal can read live campaign and retainer state. We build against your target series and confirm compatibility for Odoo 17.0, 18.0 or 19.0.

Delivery is build-to-order and structured: it starts with a scoping call to pin down your retainer types, approval stages, markup rules and integrations, after which you receive a fixed written quote and timeline. Typical delivery is 2–4 weeks from confirmed scope, depending on integration count and data migration. You get the installable source for your version, deployment on a staging environment for UAT, and a post-go-live support window. Pricing starts from $349 (indicative, single-company base scope); multi-company agency networks, deeper ad-platform and finance integrations, localization of tax/invoicing rules, and larger historical data migration increase the quoted scope.

What you get

Installable Odoo module source code built for your target version (17.0, 18.0 or 19.0), with clean `__manifest__.py`, models, views and security files

Installation and configuration on your environment, including retainer types, approval stages, rate cards and markup rules

Technical documentation covering the data model, `ir.cron` jobs, automated actions, record rules and XML-RPC/JSON-RPC endpoints

End-user guide plus a live training session for account managers, producers and finance staff

UAT on a staging environment with a defined acceptance checklist and a documented rollback plan

Post-go-live support window for defect fixes and configuration adjustments

Git repository handover with full commit history and branch/tag for your delivered version

Data migration of existing retainers, clients and campaign history where in scope

Who this is for

Agency Operations / Managing Director

Runs the agency P&L and needs a single trustworthy view of retainer utilization and campaign margin instead of month-end spreadsheet reconciliations. Buys this to stop over-servicing quietly eroding profit.

Finance / Billing Manager

Owns retainer invoicing, ad-spend pass-through and markup, and month-end close. Needs renewals and draft invoices generated automatically in Odoo Accounting, with an audit trail from timesheet to `account.move`.

Account / Client Services Director

Manages client relationships and deliverable sign-off. Needs a structured approval pipeline, client-facing statements and record-rule-scoped visibility so each manager sees only their own accounts.

Production / Traffic Manager

Schedules creative work and tracks where each deliverable sits. Needs the kanban production pipeline and utilization dashboards to balance workload against retained hours.

How Marketing Agency Compares

Criterion	ECOSIRE	Custom Build	Competitor
Fit to agency retainer model	Built around your exact retainer types, buckets and rollover rules	Possible but you specify and pay for every detail	Assumes a generic workflow that rarely matches
Campaign profitability	Margin computed from timesheets, media spend and vendor bills	Depends entirely on your developer's design	Usually partial or reporting-only
Ad-spend markup	Configurable markup at the analytic/invoice line	Buildable with effort and spec work	Rarely handled
Creative approval workflow	Staged pipeline with client sign-off and QWeb proofs	Buildable from scratch	Basic or absent
Data isolation per manager	Record rules and access grants scoped to accounts	Must be designed and tested	Often coarse-grained
Delivery model	Scoped, built, installed and supported; 2–4 weeks	Hire and manage developers yourself	Instant install, unclear fit and support
Ongoing support	Post-go-live window plus source and git handover	Whatever you arrange internally	Varies by third-party vendor
Cost profile	Fixed quote from an indicative $349 base	Open-ended day rates	Low license fee, high adaptation cost

Frequently Asked Questions about Marketing Agency

Is this an existing app I can download and install today?

No. This is a build-to-order package. ECOSIRE designs, builds, installs and supports a custom Odoo module set tailored to your agency's retainer types, approval stages and integrations. There is no instant download — it is a productized service that ends with installable source code for your version.

How long does delivery take?

Typical delivery is 2–4 weeks from confirmed scope. The timeline is fixed in your written quote after the scoping call and depends mainly on how many integrations you need and how much historical retainer and campaign data we migrate.

How does pricing and scoping work?

Pricing starts from $349 as an indicative single-company base scope. After a short scoping call we send a fixed written quote and timeline. Multi-company agency networks, extra ad-platform or finance integrations, localization depth and larger data migrations increase the quoted scope — you approve the fixed price before we build.

What about support and updates after go-live?

Every build includes a post-go-live support window for defect fixes and configuration tweaks. Because you receive the full source and a git repository, your team or ours can maintain and extend it. We can also quote an ongoing support/upgrade retainer, including migration when you move to a newer Odoo series.

Does it work with Odoo Community or only Enterprise?

Both. We build for Odoo 17.0, 18.0 or 19.0 on Community or Enterprise. On Enterprise we leverage native timesheet-to-invoice and dashboard layers; on Community we implement equivalent flows without Enterprise-only widgets, and we confirm the specifics during scoping.

Will it integrate with our existing Sales, Project and Accounting apps?

Yes. It extends `sale.order`, `project.project`, timesheets and Accounting rather than replacing them, so retainers draw from real tracked hours and generate real `account.move` invoices. External systems connect over the standard XML-RPC/JSON-RPC API.

Can each account manager see only their own clients?

Yes. Data isolation is enforced with `ir.rule` record rules and `ir.model.access.csv` grants, so managers see only their assigned clients, campaigns and retainers while directors and finance retain full visibility.