The fee the team eats up
The hours booked to the campaign and its budget sit in the same place, so the overrun shows while the campaign is running and not when the invoice arrives.
Partial coverage
Vertical
ERP for advertising agencies and media owners
The advertiser, the production of the campaign and its invoice already live together; placements, occupancy and the insertion are the vertical still missing.
An agency or a media owner needs a sales pipeline, production per campaign and invoicing. That is shipped in iERP with CRM, Projects and Finance: a won opportunity becomes a campaign with its milestones and its hours, and a delivered campaign is invoiced from there. Ad Server — placements, occupancy and billing of the insertion — is declared in the catalogue and cannot be activated yet.
The day to day
The day-to-day it solves
What decides whether a campaign leaves any margin, and which part iERP covers today.
From accepted proposal to campaign under way
The opportunity won in CRM becomes a project with its customer and its amount in one step, with everything discussed with the advertiser still attached.
Invoicing by phase without losing one
Certifying a milestone turns it into an invoice with the same series and the same register as the rest of the business, and partial payments stay under control.
Which placement is sold and which is free
Occupancy per placement and billing of the insertion are Ad Server, the pending vertical. What is contracted and the pipeline do live in CRM today.
The modules that cover it
The modules that cover the agency
Every card carries its real status and its page, so you can check for yourself which part is usable today and which is still coming.
Ad Server
On the roadmap
Advertising campaigns, placements, occupancy and billing of the insertion.
View module
CRM
In production
Customers, opportunities, pipeline and one-click conversion of a won deal into a project.
View module
Finance
In production
Invoicing with your own series, partial payments, treasury forecasting and a chained invoice register.
View module
Projects
In production
Portfolio, milestones, tasks, time booking, certifications and project economics.
View module
An example from the vertical
A month-end close, run by the AI
The request whoever runs the agency would make, and what the agent does with it.
The agent works with the permissions of whoever speaks to it, asks for confirmation before writing and leaves a trail of every action.
379 published actions an agent can execute in iERP.
Which campaigns are closing this month and how are they doing on hours?
crm.oportunidad_listar campaigns of the month
Here are the month's campaigns with their amount, their production status and the hours consumed against budget, and the invoices for the delivered ones are ready to go.
- Invoice the campaigns delivered in June.
- Which advertisers have had no activity for over a month?
Partial coverage
What is not there yet
Ad Server is missing: advertising placements, occupancy and billing of the insertion. It is declared in the product catalogue and cannot be activated in a workspace yet. The advertiser, the production and the invoice, on the other hand, work today with CRM, Projects and Finance. If you need the vertical, tell us: we prioritise by real demand.
Questions about media and agencies
What people ask before booking a demo.
Yes, on the business side: CRM, Projects and Finance are shipped and cover customer, campaign, hours and invoice. What is missing is Ad Server, which you only need if you sell your own placements or insertions.
Shall we look at your campaigns?
Half an hour on your day to day: what you can use now and what would wait for the vertical.
Available in: Professional