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Marketing agency management software

Turn enquiries into quotes, quotes into retainers, and find out which clients are actually worth keeping.

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Marketing & creative agencies: what you'll open every day

The whole platform is included either way — these are simply the parts you'll live in.

  1. LeadsCapture leads from your website, work them through stages your team agrees on, and turn the ones that close into customers without re-entering a thing.
  2. QuotesPrice the work properly, send it as a PDF in your customer's language, and convert the accepted quote without retyping a line.
  3. CustomersOne customer, one record — with every quote, invoice, booking and note attached, so nobody has to ask around for the history.
  4. InvoicingSend a compliant invoice in your customer's language in under a minute — and keep every one of them in the same place as the customer, the product and the payment.
  5. StaffYour team, their roles, their departments and their salary history — in the same system as the work they do.

And everything else, included

There's no industry edition and no module you have to buy separately. Every plan includes every part of ERPFlow — what changes between plans is volume and team size, not which parts you can open.

All features

New business you can see

Enquiries land in one pipeline with their source attached, whether they came from your site form, a referral or a cold approach. Stages are yours to define. After two quarters you can tell which channel brings work that closes and which brings meetings that don't.

Proposal to retainer without re-keying

Build the quote with real line items and tax, send it as a PDF, and convert the accepted version into an invoice. The client, the proposal and every invoice since sit on one record, so answering "what are we contracted for" doesn't involve three people and a shared drive.

Which clients are actually worth it?

Invoices roll up into revenue per client — what they've been billed, what's still outstanding and what they buy — with their NPS beside it. Agencies usually know their biggest client. Fewer know which ones pay on time and stay happy, and the two are often not the same.

FAQ

Marketing & creative agencies — common questions

Everything you need to know about ERPFlow. Can't find the answer? We're here to help.

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Does ERPFlow track time against projects?
Partly. ERPFlow's project boards record the time spent on each card, typed in as hours and minutes, and total it per project and per client — but there's no timer, timesheet or utilisation reporting. Agencies billing retainers and fixed-fee projects generally manage; if you bill hourly and need utilisation reporting, keep your time tool and use ERPFlow for the client, the contract, the project board and the money.
Can I see revenue per client?
Yes. Invoices roll up per customer — revenue, what's still outstanding and what they buy most — and NPS sits beside it, so satisfaction and revenue share one record rather than living in a separate survey tool. Costs are recorded against suppliers and categories rather than clients, so ERPFlow doesn't work out a margin per client.
Can freelancers or contractors have limited access?
Yes. Permissions are per resource and action, so you can give someone the parts of the system they need without exposing finance or staff records. Every change is logged with who made it, which is useful when a lot of people touch the same client.

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Start free. Scale as you grow.

Run your whole business in one place — and pay for it like a founder, not an enterprise.

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