Quotes, invoices and payments
Quote, invoice and take payment in one place, with balances that are always current.
Software for marketing agencies
Marketing Agencies, run on one system.
An agency's profit is decided by hours it never charged for. Scope grows a little at a time, approvals happen in messages, and by the time anyone looks, the account that felt busiest was the one losing money.
What goes wrong
The problems marketing agencies know too well.
Each one, and what it looks like once the ITS Global system is running.
| The problem | How the system solves it |
|---|---|
| Scope grows, the fee does notOne more revision, one more deliverable, agreed in a message because it seemed small. Twelve of those and the retainer is underwater. | Extra work is raised against the account with an owner and an approval, so the conversation about fee happens before the work, not after. |
| Approvals scattered across inboxesSign-off lives in email, WhatsApp and a call nobody minuted. When a client says they never approved it, there is nothing to point at. | Approvals happen against the job and are recorded with who and when, so the trail exists without anyone maintaining it. |
| Nobody is sure which file is currentVersions live on desktops and in shared drives with names ending in final-2. The wrong asset goes to print more often than anyone admits. | One library per job with the current version obvious, and the old ones kept but plainly old. |
| Hours per client are a mysteryTime is not recorded, or is recorded badly, so which clients are profitable is a matter of opinion — usually the wrong one. | Time books against the job as work happens, so profitability per client is a number rather than a hunch. |
| Retainers and projects billed from memoryWhat was included, what is extra, and what was already billed is reconstructed each month from notes and recollection. | The account carries its own agreement, so billing runs from what was agreed and what was delivered. |
| Someone leaves and takes the account with themThe history of a client lives in one person's head and inbox. When they go, the relationship restarts from nothing. | Every brief, approval, file and decision is against the account, so a handover is a login rather than an excavation. |
What you get
Built for how marketing agencies work.
Billing that matches the work
Everything delivered posts to the account as it happens, so the bill matches what was done.
Services and price list
One list of what you sell and what it costs, used by every quote and invoice.
Customer portal
Customers see their own records, documents and invoices, and pay online.
Reports and dashboards
The numbers the owner asks about — sales, collections, costs, people — for any period, without a spreadsheet.
Approvals
Expenses, discounts and purchases approved on a phone, with a record of who agreed and when.
People, attendance and leave
Staff, shifts, attendance and leave in one place, with payroll that adds up.
SalesBillingCataloguePortalReportsApprovalsAttendance
- Operate: Jobs, sales and billing — briefs, work and fees on one record.
- Automate: Communication and approvals — client sign-off routed instead of chased.
- Intelligence: Reports and dashboards — hours and margin per client, per service, per person.
- Agencies rarely fail on quality. They fail on the difference between what was sold and what was delivered.
See it running
The system, as marketing agencies use it.
Screens from the live system. In your demo they show data from your own country.
FAQ
Questions marketing agencies ask.
It is one system with a version for each industry. The version for marketing agencies uses your words, your records and your workflow, and switches on the parts your work actually needs.
Yes. Customers, balances, stock and price lists come in from Excel or your current system, and we check the opening figures with you before you go live.
Yes. It runs in any browser and installs on a phone like an app, so owners and staff can use it on the move.
Clients in Pakistan, the United States, Canada, the United Kingdom and the UAE, with each country's currency, tax and formats.
Most businesses are running within two to four weeks, including data import and training. The live demo shows you exactly what you would get.
Other industries
The same system, set up for other trades.
Live demo
Request a Live Demo.
See the system running for marketing agencies, with data from your country, and ask the people who build it.
