CUSTOMISED SOFTWARE SOLUTIONS

A full-scale ERP built specifically for advertising and creative agencies.

Run Your Advertising Agency. End to End.

One platform for enquiries, estimates, jobs, teams, production, billing and collections.

From the moment a client enquiry comes in to the moment the job is completed, invoiced and paid—manage your entire agency workflow in one connected system.

Enquiry → Estimate → PO → Job → Schedule → Production → Billing → Payment → Profitability

Empowering your business

Everything Your Agency Needs. Connected.

1

Capture Every Enquiry

Start with clarity.

Record every new enquiry with the customer, brand, requirements and products involved. Create and manage multiple estimates for the same opportunity, revise commercials when needed, and track what is still waiting for confirmation.

Enquiry → Estimate → PO

Never lose track of an opportunity or the commercial conversation behind it.

For rate card based clients, one can directly start with Job, and create estimate from there too.

Build Smarter Estimates

Create estimates around the way your agency actually works.

Select products from your standard product master, use predefined rate cards and customise products and commercials for each client.

Multiple jobs and products can also be consolidated into a single estimate when the commercial requirement demands it.

Standardised pricing. Flexible commercials. Complete visibility.

2

3

Create Jobs, add products, and see the workflow in action.

Every job gets a unique job number and can contain multiple products.

When a product is added to a job, its predefined tasks and workflow are automatically brought into the job—giving your team a ready-to-execute production plan from day one.

Tasks can still be customised at the job level whenever the requirement changes.

Turn Products into Processes

Your product master becomes your agency’s SOP.

Define the standard tasks, sequence and rate card for every product.

For example: Brief → Copy → Design → Minor Changes → Artwork

Tasks follow their defined sequence, so the next activity becomes available when its preceding activity is completed. Need two activities to happen simultaneously? Simply give them the same sequence.

Standardised the process without restricting the team.

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5

Plan Every Hour of Production

Know who is working on what—and when.

The Schedule gives managers a live view of upcoming tasks and team availability.

Assign a task to an artist with:

Date
Start time
Expected completion hours
Assigned team member

The system helps managers plan upcoming work around actual team capacity instead of relying on spreadsheets, messages and memory.

Let Your Team Work From Their Dashboard

One click to start. One click to pause. One click to finish.

Once assigned, an artist can start the task directly from their dashboard.

Assigned → In Progress → Pause / Resume → Completed

Actual start and end times are captured automatically.

When the artist finishes, the task moves to the checking stage for Client Servicing before it is sent to the client.

Every activity leaves a trace.

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7

Give Every Client Their Own Commercial Structure

Because every client works differently.

Maintain customers with multiple:

Locations
Sections
Departments
Brands
Contact persons

Use your master products while defining client-specific:

Product names + Rates + Commercial structures

So the invoice can speak the client’s language while your internal system maintains standardised products and processes.

Bring Outsourcing Into the Job

Know what went outside—and what it cost.

Assign tasks to vendors when production needs to be outsourced.

Track outsourced work against the relevant job and map vendor invoices back to the work performed.

Know your:

Job Revenue → Vendor Cost → Contribution

without chasing information across separate systems.

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Invoice Without Losing the Job Context

Billing connected directly to production.

Create invoices from enquiries or estimates while keeping products and billing connected to their source transactions.

The system handles applicable taxes and GST-compliant invoicing while preventing already billed products from being invoiced again.

No duplicate billing. No disconnected invoices.

Know What Has Been Paid

From invoice to collection.

Record payments against invoices and get a complete picture of:

Invoiced amount
Amount received
Outstanding amount
Partial payments
Payment duration
Customer-wise receivables

Finance and management see the same numbers.

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11

Know Where Every Job Stands

At a glance.

Job, product and task statuses give every team member the context they need.

Job Status

Pending · Pending Estimate · Pending PO · Pending Billing · Partial Payments · Completed · Closed

Product Status

Pending · Suspended · Pending Estimate · Pending PO · Pending Bill · FOC · Pending Payment · Partial Payment · Closed

Task Status

Pending · Assigned · In Progress · Partial · To Be Checked · Sent to Client · Client to Revert

No more asking:

“Where is that job?”

Measure the Business, Not Just the Work

Turn operational data into management insight.

Get visibility into sales, customers, jobs, products, billing, collections, production and profitability.

Understand:

What is selling?
Which customers are generating business?
Which jobs are pending?
Where is production capacity being used?
What has been billed?
What is outstanding?
What is profitable?

And with Job Profitability and Timesheet reporting, connect revenue, effort and cost to understand the true economics of every job.

14 Explore ITactics' solutions

Latest trends and updates in IT solutions

One Workflow. One Source of Truth.

Your agency doesn’t need another disconnected tool.

It needs one system where Sales, Client Servicing, Production, Creative, Management, Finance and HR can work from the same data.

From the first enquiry to the final payment.

Plan. Produce. Bill. Collect. Understand.