Marketing agencies and advertising
iERP for marketing and advertising agencies joins winning work and doing it: prospecting and campaigns in the CRM, each account as a project with its deliverables and hours, and each client's monthly invoice. You know which account is taking the team's time, and you ask your Claude or ChatGPT.
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01 · CRM
Prospects segmented
InProspect list
OutList by industry and area
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02 · CRM
Campaign sent
InList by industry and area
OutOpens and replies
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03 · CRM
Meeting booked
InOpens and replies
OutOpportunity opened
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04 · CRM
Account won
InOpportunity opened
OutClient with their proposal
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05 · Projects
Account project
InClient with their proposal
OutQuarter's deliverables
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06 · Projects
Hours logged
InQuarter's deliverables
OutCreative team timesheets
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07 · Projects
Deliverable approved
InCreative team timesheets
OutMonth's milestone closed
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08 · Finance
Monthly invoice
InMonth's milestone closed
Out€3,600 invoice
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09 · Finance
Paid
In€3,600 invoice
OutPayment reconciled
One record from start to finish: nothing is typed twice · Sample data
The accounts meeting, in one conversation
Account management asks and the assistant crosses CRM, Projects and Finance: which campaigns get replies, which deliverables are late and which accounts are still to invoice.
Your assistant · connected to iERP
Which accounts have deliverables this month still open, and how much is left to invoice?
- → projects · this month's deliverables
- → crm · active accounts
- → finance · pending invoicing
Three accounts have open deliverables; Bodegas Arlanza's is due on Thursday. €9,800 is still to invoice this month. Shall I draft the invoices for the ones already closed?
Yes, go ahead Review
4 drafts ready to review
Sample data
3 modules. Why each one.
The account you win is the project you deliver and the invoice you issue, with the same client everywhere.
Sample data
Time, per account
Everyone logs their hours to the account they work on and management approves them. You see where the team's time goes before renewing any proposal.
Win, deliver and invoice. One price.
- Finance €15 / month
- CRM €15 / month
- Projects €15 / month
- People Required by Projects €15 / month
- Volume discount · −10% −€6
- Users · 10 €50 / month
- Connector to your AI (MCP) Included
This industry's modules, 10 users and the connector to your AI, per month.
€104/ month
Paying annually: €83 per month.
Every user costs the same, whatever they use. Prices exclude VAT.
Frequently asked
Which modules does an agency need?
CRM to win and manage accounts, Projects for deliverables and hours, and Finance to invoice. Projects relies on People, which sign-up adds automatically.
Can I send email campaigns from the CRM?
Yes. Email campaigns go out from the CRM with their segmentation and results, and every reply is kept on the contact's record.
Do I know how many hours each account takes?
Yes. Hours are logged per account and per deliverable, and your assistant summarises them whenever you ask.
Does each creative use their own assistant?
Yes. Each person connects their Claude or ChatGPT to their iERP user, via OAuth or a personal token, and only sees the accounts they work on.