Marketing & Creative Agencies
Create brilliant campaigns — backed by brilliant operations.
Marketing agencies juggle multiple client accounts, campaign timelines, creative deliverables, and diverse billing models simultaneously. We deploy Odoo-based project management and billing systems that give you real-time visibility into project profitability, resource utilization, and campaign performance — so you can grow your agency without growing your admin burden.
Challenges in Marketing & Creative Agencies
These are the operational hurdles we help marketing & creative agencies businesses overcome every day.
Project Scope Creep
Clients request "small changes" that collectively blow budgets. Without change tracking, agencies absorb costs silently.
Resource Overallocation
Designers, copywriters, and strategists are booked across multiple accounts. Without visibility, you over-promise and under-deliver.
Profitability Blindness
You know total revenue, but which accounts are actually profitable? Which services are losing money? Without job costing, you cannot tell.
Fragmented Tools
Project management in Asana, timesheets in Harvest, invoices in QuickBooks, CRM in HubSpot — data silos everywhere.
How We Help Marketing & Creative Agencies Businesses
Purpose-built ERP modules and custom solutions that address your industry-specific needs.
Unified Agency Platform
CRM, project management, timesheets, invoicing, and reporting in one system. No more tool-switching and data reconciliation.
Campaign Project Templates
Pre-built project templates for common campaign types — SEO, PPC, social, branding — with default tasks, timelines, and budgets.
Resource Planning
Visual resource allocation across all accounts. See who is available, who is overbooked, and plan capacity for new business.
Scope & Change Tracking
Original scope locked with change requests tracked separately. Auto-alert when projects exceed budgeted hours or costs.
Client Reporting
Automated monthly reports pulling data from project milestones, deliverables, and KPIs. White-labeled PDFs sent to clients on schedule.
Multi-Model Billing
Retainer, project-based, hourly, and performance-based billing — all supported. Automated invoicing based on milestones or timesheet approvals.
Key Modules & Tools
Our Implementation Process
Agency Discovery
Understand your service offerings, client engagement models, team structure, and current tool landscape to design the ideal workflow.
Template & Workflow Design
Build project templates per service type, configure billing models per client, and set up resource planning with your team structure.
Integration & Migration
Connect with design tools, social platforms, and analytics. Migrate active projects, client data, and financial records.
Team Rollout
Train account managers, creative teams, and finance staff. Start with pilot accounts and expand across the agency.
Frequently Asked Questions
Can I track time against specific campaign tasks?
Yes. Time entries link directly to project tasks. You can track time at the campaign, channel, or individual task level and report profitability at any granularity.
How do retainer contracts work?
Retainer contracts are set up with monthly hour allowances and fixed fees. The system tracks consumed hours against the retainer and can auto-generate overage invoices when limits are exceeded.
Can we brand client-facing portals and reports with our agency identity?
Absolutely. Client portals, reports, invoices, and proposals are fully white-labeled with your agency branding.
Related Industries
Scale Your Agency Operations
Tell us about your marketing & creative agencies business and we'll design a tailored ERP solution within 24 hours.