Briefs and approvals in chats
Who approved what and when takes three conversations to find. The client waits, the team guesses.
ERP · Marketing
ERP for marketing agencies: from brief to invoice in one system.
The agency grows, but the work still moves through chats, spreadsheets and email. We connect clients, projects, hours and money so you can see which client is profitable before the month ends.
What hurts
Familiar problems a custom ERP solves.
No idea which client is profitable
Hours, budget and invoices live in different places, so the margin shows up at the end, if at all.
Reports built by hand
At month end someone collects numbers from five programs and pastes them into a deck.
Capacity shows up late
People get reassigned when the deadline has already burned.
What the system looks like
Six modules connected in one flow.
Clients
Profile, contract, contacts and the whole history in one place.
Briefs and approvals
Every brief has an owner, a deadline and a trail of who approved.
Projects and tasks
One schedule for all campaigns and who is busy with what.
Hours and budget
Logged time against agreed budget, per client.
Invoices
A finished stage prepares an invoice with no retyping.
Reports
A monthly client report that fills itself in.
The path of work
The same information from start to finish.
Data is entered once and moves forward. Nobody retypes it.
- 1Enquiry
- 2Quote
- 3Brief
- 4Delivery
- 5Approval
- 6Invoice
In practice
What it looks like inside.
We build on ready-made solutions such as Notion, Asana and monday.com. We do not write software from scratch; we organise and connect what already works well. The data on the screens is illustrative.
Notion · Asana · monday.com
Campaigns by client
What is running, for whom and how many hours are logged.
| Campaign | Status | Client | Hours | Budget |
|---|---|---|---|---|
| Spring collection | In progress | Atlas Studio | 42 / 60 | €3 600 |
| Product launch | Awaiting approval | Nova Foods | 88 / 80 | €6 400 |
| Blog and SEO | In progress | Danube Bank | 31 / 40 | €1 800 |
| Video series | Planned | Veliko Build | 0 / 55 | €4 200 |
How we work
ERP does not have to mean heavy and expensive.
We use ready-made solutions such as Notion, Asana and monday.com and set them up around the way your company already works.
We map it
First we describe how work runs today: who does what, where people wait and where data is retyped.
We choose the base
We set up a ready-made solution you already use or one that fits your team, and connect it to your other programs.
We launch in stages
We start with one process, show a working result and add the rest once the team is used to it.
Questions
Frequently asked questions.
Do we have to replace the programs we use?
Not necessarily. We often connect what you already have, for example Asana or monday.com, a CRM and invoicing. We suggest something new only when the old one really gets in the way.
How big does the agency need to be?
It fits from about 5 people up, when there are several clients in parallel and information starts to get lost.
Can clients see the status themselves?
Yes. We build a read-only view with finished materials and stages, so nobody has to send chasing emails.
Related
Related pages.
Let’s look at how your company runs today.
A short conversation about what can be straightened out, connected and automated. The first conversation is free.