Marketing & creative agencies
Pitches, retainers, and knowing which client is actually worth keeping.
What actually happens now
Everyone is busy and nobody knows which account is profitable. The client who shouts loudest gets the most hours, and the invoice is the same size either way.
Where the leaks close
Deals and pitches with a pipeline
So the new business effort is visible.
Time against clients and projects
With a rate that reflects who did the work.
Retainer billing that runs itself
With overages visible before the argument.
Confidential projects, where an outside collaborator sees
Confidential projects, where an outside collaborator sees the work but not the client.
Profit per client
Per month, as a report that arrives on its own.
Seven systems, or one
Nobody sets out to run a trade on six tools. It happens one sensible decision at a time, and the cost lands in the seams between them.
- One customer record, not four spellings of it
- One item, one rate, one tax treatment
- One place a question can be answered from
The marketing & creative agencies chain, end to end
Hours against a client become the retainer invoice, and the overage is visible before it becomes an argument.
- Sales — switched on
- Projects — switched on
- Sales documents — switched on
- Reports & analytics — switched on
Only what marketing & creative agencies actually needs
Inventory stays off; an agency holds no stock.
See pricingMore in industries
All industriesTrading & distribution
Buy, hold, sell — with margin visible before the deal is done, not after.
Education & coaching
Enquiries, admissions, fee schedules and what is still outstanding.
Pharmaceuticals & healthcare supply
Batches, expiry and the compound barcodes on the pack.
Professional services
For CAs, lawyers and consultants: engagements, hours and clean invoices.
Real estate & brokerage
Enquiries from portals, long pipelines and commissions that must be chased.
Printing & packaging
Job-based quoting, material issue and approvals that hold things up.
See it with your own data
Start free, import a spreadsheet of your customers, and raise a real GST invoice in the first ten minutes. No card, no sales call.