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
An agency loses money in the gaps: extra work agreed in a message, a project waiting on the client that nobody chased, a file sent from the wrong folder, and an invoice raised weeks after delivery.
What goes wrong
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 goes to the client as a quotation they accept in the portal, and the accepted quote becomes the invoice, so the fee is agreed first. |
| Projects stuck waiting on the clientFeedback is due, the client has gone quiet, and nobody notices until the deadline has already slipped. | Projects move Brief, Proposal, In progress, Client review, Delivered, and the dashboard counts how many are waiting on clients. |
| Nobody is sure which file is currentVersions live on desktops and in shared drives with names ending in final-2. The wrong asset goes out more often than anyone admits. | Files sit against the project with every version kept and the current one marked, so old ones stay findable but plainly old. |
| Deadlines lost between peopleWho is doing which part, and by when, is agreed in a meeting and remembered differently by everyone who was in it. | Projects break into tasks with an assignee and a due date on a list, board or calendar, and what is due this week is on the dashboard. |
| Invoices raised from memoryWhat was quoted, what was invoiced and what has been paid is rebuilt each month from notes and inboxes. | Quotes, invoices and payments sit on the client's record; each invoice's balance comes from its payments, and late ones are listed. |
| 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. | Each client's contacts, projects, files and invoices are on one record, so whoever takes over starts with the whole history. |
What you get
This trade gets the core below. Its own modules switch on with it — you are not paying for a different product, you are paying for the parts your work actually uses.
01 The core, which nobody chooses
13 modules, part of every edition of this trade.
02 Added for agencies
4 more, switched on for this trade.
Agencies rarely fail on quality. They fail on the difference between what was sold and what was delivered.
Operate → Automate → Intelligence
Start with the essentials. Automate repetitive work. Then turn your business data into actionable intelligence.
Run your business.
Everything you need to manage your core day-to-day operations in one system.
Custom pricing
Talk to our teamLet ITS Global do the repetitive work.
Automate recurring work, follow-ups, approvals, reminders and operational workflows.
Everything in Operate + Automation
Custom pricing
Talk to our teamKnow what’s happening in your business.
Turn your operational data into KPIs, profitability insights, trends and management intelligence.
Everything in Automate + Intelligence
Custom pricing
Talk to our teamEnter once, reuse everywhere, automate the rest.
Agency Management Software
| 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
Your exact business
The same system, shown in the words and records of each business — with a live demo for each.
Next step
Book a live demo with records that look like your business, or describe how a job goes through it and we will tell you which parts you need, what would have to be added, and what it would cost.
Not your trade?