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示意预览A made-to-order Odoo industry package for marketing agencies
— retainer billing, campaign profitability, creative production pipelines and client approvals wired into your existing Sales, Project, Timesheets and Accounting.
ECOSIRE scopes, builds, installs and supports it; it is not an off-the-shelf download.
什么是 Marketing Agency?
A made-to-order Odoo industry package for marketing agencies — retainer billing, campaign profitability, creative production pipelines and client approvals wired into your existing Sales, Project, Timesheets and Accounting. ECOSIRE scopes, builds, installs and supports it; it is not an off-the-shelf download. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.
核心功能
按需定制,全程代劳
无需自行搭建——由 ECOSIRE 构建、安装并提供支持的可用应用。
- 1
您下单
以一次性构建价格开始。我们在启动时与您共同确定范围。
- 2
我们构建与安装
ECOSIRE 在您的 Odoo 上构建、配置并安装。
- 3
上线 + 支持
约一个工作周内上线,并包含两周上线支持。我们交付的代码中的缺陷免费修复。
技术规格
- Odoo 兼容性
- Odoo 17, Odoo 18, Odoo 19
- 版本
- 企业版和社区版
- 许可证
- 许可证需要确认
- Python 要求
- Python 3.10+
- 数据库
- PostgreSQL 12+
关于此产品
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 one working week 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 $999 (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.
你得到什么
- 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
这是给谁的
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.
Marketing Agency 如何比较
| 标准 | 伊科西尔 | 定制建造 | 竞争对手 | Odoo 原生 |
|---|---|---|---|---|
| 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 | No native retainer concept at all |
| Campaign profitability | Margin computed from timesheets, media spend and vendor bills | Depends entirely on your developer's design | Usually partial or reporting-only | Manual spreadsheet reconciliation |
| Ad-spend markup | Configurable markup at the analytic/invoice line | Buildable with effort and spec work | Rarely handled | Not supported |
| Creative approval workflow | Staged pipeline with client sign-off and QWeb proofs | Buildable from scratch | Basic or absent | Generic project stages only |
| Data isolation per manager | Record rules and access grants scoped to accounts | Must be designed and tested | Often coarse-grained | Standard groups, no agency scoping |
| Delivery model | Scoped, built, installed and supported; one working week | Hire and manage developers yourself | Instant install, unclear fit and support | Already present, does not solve the problem |
| Ongoing support | Post-go-live window plus source and git handover | Whatever you arrange internally | Varies by third-party vendor | Community forums only |
| Cost profile | Fixed quote from an indicative $999 base | Open-ended day rates | Low license fee, high adaptation cost | No license cost, high manual overhead |
关于Marketing Agency的常见问题
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 one working week 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 $999 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.
相关模块
Marketing Agency
A made-to-order Odoo industry package for marketing agencies — retainer billing, campaign profitability, creative production pipelines and client approvals wired into your existing Sales, Project, Timesheets and Accounting. ECOSIRE scopes, builds, installs and supports it; it is not an off-the-shelf download.
- `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



