Advertising agency from brief to invoice
Brief, creative, projects with milestones, time tracking, billing-rate invoicing, and campaigns on a single platform.
Common pain points in this segment
- Briefs scattered in email
- Time tracking in Toggl, invoices in Asana, prices in Excel
- Clients keep asking for campaign status
- Margins calculated once a quarter
Recommended module mix for your segment
These are the modules we recommend for this segment. We'll fine-tune them for your specific business during implementation.
CRM
Client record with brief, campaign, and financial history.
Open moduleProjects
Project with brief, phases, team, and deadlines.
Open moduleFinance
Time tracking with a billing rate per role.
Open moduleMarketing
The agency's own acquisition campaigns.
Open moduleDocuments
Creative files with annotations and versioning.
Open moduleReporting
Margin per project, client, and account manager.
Open moduleHow it works in practice
Client brief
The client sends a brief — a project is created and an account manager is assigned.
Monthly invoicing
On the last day of the month the system generates an invoice with an hour breakdown.
Typical integrations for this segment
- Slack
- Adobe Creative Suite
- Meta Ads
- Google Ads
- Mailchimp
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