Marketing Agency: Campaigns, retainers and hours in one place
BridgeERP gives marketing and media agencies the pipeline, campaign quotes, client projects, timesheets and invoices for every account.
Free instant access. No credit card required.
Invoicing
CRM
Sales
Projects
Timesheets
Email Marketing
Campaign quotes with fees, hours and retainers
One quote mixes the creative concept, production days, monthly social media management and hourly rates.
SalesA brand refresh quote for a juice company
The Pwani Fresh Juices brand refresh is quoted with account director and designer hours, the strategy and concept, a video production day and six months of social media management.
Explore Sales →By the numbers
What ships inside
Counted in the product.
- 4
- things a sold service can create: nothing, a task, a project, or a project with its tasks
- 5
- ways to count what was delivered, from timesheets and milestones to manual quantities
- 9
- billing types on a timesheet line, from billed on timesheets to non-billable
Inside the app
What is inside
The apps an agency runs on, and what each does for a client account.
Pipeline
New briefs and pitches move from new to won with the client, the expected fee and the closing date.
Campaign quotes
Quotations combine the creative concept, production days, monthly retainers and hourly rates for approval.
Client projects
Confirming a quote creates the client project and the tasks for the work billed on hours.
Campaign tasks
Briefs, key visuals, video edits, media plans and launch events each get a task with a deadline and hours.
Timesheets
Designers, editors and account staff log hours on each task with a note on the work done.
Retainer and hour billing
Delivered concepts, production days, retainer months and logged hours are counted on the order for the next invoice.
Email campaigns
Send newsletters and campaign mailings to mailing lists and follow the opens, clicks and replies of each mailing.
Automated journeys
Build follow-up journeys that send the next mail or step when a contact acts or waits.
Step by step
From brief to invoiced campaign
How a client campaign runs in BridgeERP, and which app does each step.
- Step 1
Brief
A client asks for a launch, a refresh or a monthly retainer and becomes an opportunity with the fee.
CRM - Step 2
Quote
The quotation sets the concept, production days, retainer months and hours for client approval.
Sales - Step 3
Project
Confirming it creates the client project and the campaign tasks for the team.
Projects - Step 4
Creative work
Designers, editors and account staff log their hours on each campaign task every day.
Timesheets - Step 5
Invoice
Delivered work, retainer months and hours are invoiced to the client in KES with VAT.
Invoicing
New business at a glance
The pipeline shows every pitch and brief in discussion, its client and the expected fee.
CRMPitches and briefs in the pipeline
An Instagram retainer, a solar lamp campaign, a showroom opening, a juice brand refresh and two won campaigns, each with its client and fee in KES.
Explore CRM →Hours logged against each campaign task
Each task shows its allocated hours and the timesheets of the people who worked on it.
TimesheetsThe media plan with its timesheets
The media plan and influencer bookings task has 24 hours allocated and shows the account director pricing radio and TikTok and the campaign manager booking influencers.
Explore Timesheets →Retainers, production days and hours ready to invoice
The order counts delivered work on each line, so nothing billable is missed.
SalesA launch campaign order with delivered work
The Tamu Tamu launch order shows the strategy, one video day, the first retainer month and the account and design hours delivered and on the draft invoice.
Explore Sales →Who uses it
Who uses it, and what they see
One system for the account director, the studio and the finance desk.
Account director
Follows pitches, approves campaign quotes and sees which tasks run over their allocated hours.
Campaign manager
Plans the tasks and deadlines of each campaign and books the team for the work.
Designer or editor
Works on visuals, videos and posts and logs hours with a note every day.
Finance desk
Invoices delivered work and retainer months, follows payments and checks each campaign margin.
Works with
Runs with the rest of BridgeERP
Apps a marketing and media agency draws on.
In your country
Built for agencies in any country
What changes from country to country, shown on the demo's Kenyan marketing and media agency.
Fees in your currency
Concept fees, retainers, hourly rates and invoices are in the company currency, KES on the demo.
E-invoicing connectors
Country e-invoicing modules send invoices to the tax authority; the demo has Kenya's eTIMS connector installed, ready for the company to register.
Work in more than one language
Ad designs in English and Swahili and a Swahili radio script are tasks on the demo client projects.
Getting started
Getting started
How an agency moves onto BridgeERP.
Set your rates
Create hourly rates per role and fixed services for concepts, production days and monthly retainers.
Add the team
Enter account staff, designers and editors as employees so their hours can be logged and billed.
Load live accounts
Enter running campaigns and retainers with their tasks, deadlines and allocated hours per client.
Invoice every month
Mark delivered work and retainer months, check the logged hours and create the invoices from the orders.
Questions
Questions about Marketing Agency
Not covered here? Contact us.
Can I bill a monthly retainer?
Yes. A retainer month is a fixed service invoiced each time a month is marked delivered.
Can I also bill hourly work?
Yes. Services billed on timesheets take the hours logged on their tasks onto the next invoice.
Does confirming a quote create the project?
Yes. Hour-based services create the client project and its tasks when the order is confirmed.
Can I see when a task runs over its hours?
Yes. Each task shows its allocated hours and the hours already spent.
Can we send client newsletters from BridgeERP?
Yes. Email Marketing sends mailings to mailing lists and reports opens and clicks.
Is there an e-invoicing connector for our tax authority?
E-invoicing modules exist for countries such as Kenya, India, Mexico and Saudi Arabia. On the demo, Kenya's eTIMS connector is installed and needs the company registration to send invoices.
Tax compliance
Invoices your tax authority accepts
In Kenya, Uganda, Rwanda, Burundi and Zambia, each invoice, receipt and stock movement goes to the tax authority's own system when you post it. Ghana and Pakistan come next, and we connect 73 more countries on request.
- KenyaReady
eTIMS KRA
Invoices, credit notes, POS receipts and stock movements
- UgandaReady
EFRIS URA
Invoices, POS receipts and stock
- RwandaReady
EBM RRA
Invoices, POS receipts, stock and imports
- BurundiReady
EBMS OBR
Invoices, POS receipts, stock and manufacturing
- ZambiaReady
Smart Invoice ZRA
Invoices, POS receipts, stock and imports
Marketing Agency, app by app
One connected flow instead of separate systems — the work moves from one team to the next without re-typing anything.
Every stop is a real app in your plan, and the hand-offs between them are the product.
- Customers & sales
- Operations
- Finance
CRM
Leads, opportunity pipeline, activities and sales forecasting.
CRM →
Ready when you are
Open the plan builder with the right apps for this industry already selected, or see it running first.