Marketing Agency
Marketing or advertising agency with creative project management, briefings, timesheet, freelancer management, and client reporting
Included Modules
All freeEverything you need to run a Marketing Agency, ready to go.
Customers
Customer management with CRM features, lifecycle tracking, tags, …
Invoicing
Create and manage invoices, credit notes, and billing
Projects & Time Tracking
Project management, milestones and time tracking
Tasks
Task management, calls, meetings and activities
Tax Management
Tax rates, calculations and reporting
Time Control
Employee time tracking with geolocation and geofencing. Compliant …
Pre-built Roles
2Role templates for a Marketing Agency. Assign them to employees during setup.
Account Manager
Creative
Setup Guide
AI AssistantStep-by-step commands to configure your Marketing Agency hub in minutes.
Setup Guide: Marketing Agency
Configure your Marketing Agency hub from scratch using the ERPlora AI Assistant. All commands below are sent to the Assistant at
/m/assistant/.
Step 1 — Describe your business
Send this as your first message to the AI Assistant:
Hi! I have a digital marketing agency in Amsterdam. It's called "Pixel & Brand Agency". We do digital strategy, social media management, advertising campaigns, and design for mid-size brands. I need to set up the full system.
The assistant will detect your business type and install the right modules. The hub will restart (1-2 min).
Step 2 — Configure everything
After restart, send this complete configuration message:
Perfect, modules are installed. Please configure everything:
- Business info: name "Pixel & Brand Agency BV", address "345 Herengracht, 1016 Amsterdam", VAT number NL567890123B01, phone 020 623 4567, email hello@pixelbrand.nl
- VAT: 21% not included in prices. Classes: Standard Rate (21%) for marketing services
- Payment methods: bank transfer
- Employees:
- Lucy Vos (Account Manager, PIN 1234)
- Marc de Boer (Creative, PIN 5678)
Execute everything without asking further questions.
Modules installed
| Module | Purpose |
|---|---|
| customers | Client database with brand briefs and history |
| invoicing | Monthly retainer and project-based invoicing |
| projects | Creative project management with briefings and deliverables |
| tasks | Task assignment per creative and account manager |
| tax | Tax configuration — standard rate for marketing services |
| time_control | Timesheet for billable hours per client |
Roles
| Role | Key permissions |
|---|---|
| Account Manager | projects, customers, tasks, view-only campaigns |
| Creative | view-only projects, tasks, time tracking |
Typical use cases
- Manage creative projects with client briefs, tasks, and deadlines
- Track hours per client to identify true profitability
- Invoice monthly retainers for social media management or recurring campaigns
- Manage freelance collaborators with purchase orders and external invoices
Notes
Professional services sector — standard VAT. Monthly retainers (fixed monthly fee for ongoing services) are the most common billing model in agencies. Tracking hours reveals when a client consumes more resources than included in the retainer. Project briefs must be approved by the client before production starts to avoid unlimited revisions.
Start your Marketing Agency with ERPlora
Create your free account and set up your business in minutes using the AI Assistant. No technical knowledge needed.