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Agency management software

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

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What Marketing & creative agencies businesses open every day

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

  1. 01LeadsCapture 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. 02QuotesPrice the work properly, send it as a PDF in your customer's language, and convert the accepted quote without retyping a line.
  3. 03CustomersOne customer, one record — with every quote, invoice, booking and note attached, so nobody has to ask around for the history.
  4. 04InvoicingSend 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. 05StaffYour team, their roles, their departments and their salary history — in the same system as the work they do.

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 profitable?

Invoices roll up into per-customer revenue, and expenses — freelancers, media spend, software — sit against the same clients. Agencies usually know their biggest client. Fewer know their most profitable one, and the two are often not the same.

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

Marketing & creative agencies — common questions

Does ERPFlow track time against projects?
No. There's no timer, timesheet or project board. 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 and the money.
Can I see revenue per client?
Yes. Invoices roll up per customer, and expenses recorded against a client sit alongside them, so you can compare what a relationship brings in with what it costs to service. There's also NPS, so satisfaction sits next to revenue rather than in a separate survey tool.
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.

Still deciding? Book a demo

Start free. Scale as you grow.

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

Try it FREEBook a demo

No card · No trial clock · Export everything · Cancel anytime