Operate
Run your business.
Everything you need to manage your core day-to-day operations in one system.
- Clients
- Retainers and contracts
- Projects and campaigns
- Tasks and briefs
- Creative review and approval
- Timesheets
Custom pricing
Talk to our teamSolution for agencies
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 six that cost you money.
The issues you already have in your business, and what each one looks like once the ITS Global system is running.
| The issue in your business | Fixed with the ITS Global system |
|---|---|
| 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
The same core, plus what your trade needs.
Every business on this system gets the core below. Your trade switches on the rest — you are not paying for a different product, you are paying for the parts your work actually uses.
01 The core, which nobody chooses
Eleven modules, every trade, no exceptions.
CRMJobsDocumentsReportsDashboardsApprovalsCommunicationPeopleAttendanceLeaveExpenses
02 Added for agencies
4 more, switched on for this trade.
Sales
Billing
Catalogue
Portal
Agencies rarely fail on quality. They fail on the difference between what was sold and what was delivered.
Operate → Automate → Intelligence
Choose how far you want to take your business.
Start with the essentials. Automate repetitive work. Then turn your business data into actionable intelligence.
Automate
Let ITS Global do the repetitive work.
Automate recurring work, follow-ups, approvals, reminders and operational workflows.
Everything in Operate + Automation
- Automated project and task workflows
- Client approval reminders
- Retainer invoicing on schedule
- Deadline and deliverable alerts
- Timesheet reminders
- Scope and hours overrun alerts
Custom pricing
Talk to our teamIntelligence
Know what’s happening in your business.
Turn your operational data into KPIs, profitability insights, trends and management intelligence.
Everything in Automate + Intelligence
- Project and retainer profitability
- Hours against budget by account
- Team utilisation
- Client value and retention
- Proposal win rate
- Management KPIs
Custom pricing
Talk to our teamEnter once, reuse everywhere, automate the rest.
Agency Management Software
What is in each package
| Capability | Operate | Automate | Intelligence |
|---|---|---|---|
| Included in Operate | |||
| Clients | Included | Included | Included |
| Leads and enquiries | Included | Included | Included |
| Proposals | Included | Included | Included |
| Retainers and contracts | Included | Included | Included |
| Projects and campaigns | Included | Included | Included |
| Tasks and briefs | Included | Included | Included |
| Creative review and approval | Included | Included | Included |
| Files and versions | Included | Included | Included |
| Timesheets | Included | Included | Included |
| Client billing | Included | Included | Included |
| Invoices | Included | Included | Included |
| Payments | Included | Included | Included |
| Added in Automate | |||
| Automated project and task workflows | Not included | Included | Included |
| Brief to review routing | Not included | Included | Included |
| Client approval reminders | Not included | Included | Included |
| Retainer invoicing on schedule | Not included | Included | Included |
| Deadline and deliverable alerts | Not included | Included | Included |
| Timesheet reminders | Not included | Included | Included |
| Automated status reports | Not included | Included | Included |
| Payment reminders | Not included | Included | Included |
| Scope and hours overrun alerts | Not included | Included | Included |
| Added in Intelligence | |||
| Project and retainer profitability | Not included | Not included | Included |
| Hours against budget by account | Not included | Not included | Included |
| Effective hourly rate | Not included | Not included | Included |
| Team utilisation | Not included | Not included | Included |
| Client value and retention | Not included | Not included | Included |
| Scope creep exposure | Not included | Not included | Included |
| Proposal win rate | Not included | Not included | Included |
| Deliverable turnaround times | Not included | Not included | Included |
| Revenue trends | Not included | Not included | Included |
| Management KPIs | Not included | Not included | Included |
Inside this industry
The businesses this is built for.
Marketing
Creative and design
Software and web
PR and media
Advertising
Consulting
Next step
Tell us how your work moves.
Describe how a job goes through your business and we will tell you which parts you need, what would have to be added, and what it would cost.
- A written scope before any price
- Configured to your trade, not a demo
- Runs on your own server
- A person replies within one working day
Not your trade?
