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Detailed Proposal — Agency ERP System

Prepared for Advertising & Marketing Agencies

1. Introduction

Advertising agencies handle many clients and projects simultaneously, with massive files (high-resolution images, videos, presentations, reports) and constant coordination across multiple teams (design, digital marketing, content, sales).

Main challenges:

  • Organizing everything in one place.
  • Fast access to information.
  • Reducing wasted time in coordination.
  • Clear visibility for decision makers.

This is why Agency ERP was built specifically for the advertising industry.

2. Market Challenges

  1. Time wasted by teams searching for files or client details.
  2. Lack of project timeline tracking.
  3. Limited storage and no control over uploaded file sizes.
  4. Low transparency with clients (unclear progress percentage).
  5. Difficulty generating financial/operational reports.

The Solution: Agency ERP

The system covers the full client and project lifecycle with integrated modules:

🔹 Client Management

  • Detailed client database (individuals & companies).
  • Contracts and invoice tracking.
  • Notes and meeting records.
  • Client categorization by priority and value.

🔹 Project Management

  • Project scope definition (brief, deliverables).
  • Clear timeline with milestones.
  • Track project status (Active – On Hold – Completed).
  • Assign team members to each project.

🔹 Document Management

  • Upload campaign files (images, videos, Excel, PPT).
  • Dedicated storage per package (10 GB – 200 GB+).
  • Full log of file activity.
  • User permissions (upload, download, delete).

🔹 Team & Task Management

  • Add team members with roles.
  • Assign and track tasks.
  • Notifications for overdue tasks.
  • Kanban board for progress visualization.

🔹 Campaign Management (Optional)

  • Register campaign details (duration, platform, budget).
  • Link campaigns to clients and projects.
  • Upload performance reports (reach, engagement, leads).
  • Dashboard to compare campaigns & ROI.

🔹 Reports & Analytics

  • Client reports (activity, contracts, invoices).
  • Project reports (progress, files, cost).
  • Financial reports (revenue, expenses, net profit).
  • Executive KPIs dashboard.

4. Value Added

  • Save up to 40% of team time by centralizing data.
  • Improve client satisfaction with transparent reporting.
  • Reduce operational costs with accurate project tracking.
  • Full control over storage and file management.
  • Faster decision-making with analytics dashboards.

6. Why Choose Us?

  • Experience with advertising agencies.
  • ERP built specifically for the industry.
  • Future expandability with new modules.
  • Continuous support & free updates.
  • Full team training included.

7. General Terms

  1. Prices include taxes.
  2. Annual contract includes support and updates.
  3. Initial training is free.
  4. Upgrade your package anytime.

Module List

🔹 Core Modules

  1. Client Management
  2. Project Management
  3. Document Management
  4. Task Management

🔹 Secondary Modules

  1. Team Management
  2. Campaign Management
  3. Financial Management
  4. CRM Lite (Sales)

🔹 Add-ons / Advanced

  1. Reports & Analytics
  2. Client Portal
  3. Internal Chat & Communication
  4. Time Tracking
  5. HR Lite
  6. Storage Control
🎯 Important Notes:
  • Core modules are included in all packages.
  • Secondary modules can be added based on need.
  • Add-ons provide extra value for agencies seeking advanced features.