Odoo Advertising Agency Workflow ERP
Manage campaigns, clients, briefs, job sheets, creative workflows, billing, and approvals with Odoo. PySquad builds complete ERP systems for advertising and digital agencies.

- Advertising and creative agencies
- Digital marketing agencies
- Multi-client design studios
Clear approval and revision tracking
Improved visibility into campaign profitability
Higher team productivity through structured workflows
Results depend on scope, integrations and adoption.
A clearer view of the whole operation.
Advertising and creative agencies manage fast-moving workflows involving client briefs, ideation, creative production, revisions, approvals, media planning, and billing. When these processes are spread across emails, spreadsheets, and separate tools, coordination becomes difficult and projects slow down.
Creative agencies lose efficiency when workflows and approvals are scattered.
Client briefs often arrive through multiple channels and quickly become lost in email threads. Creative revisions are difficult to track, approvals get delayed, and teams struggle to manage project timelines and capacity. Media spends and vendor coordination are frequently handled manually, which reduces financial visibility and makes it difficult to measure campaign profitability.
- Managing briefs through email threads
- Tracking projects with spreadsheets
- Manual approval processes for creative assets
- Separate systems for project tracking and billing
- Missed deadlines and delayed approvals
- Confusion around revisions and versions
- Limited visibility into campaign profitability
- Reduced productivity across creative teams
The capabilities behind the operation.
Review the functional scope, then discuss the requirements specific to your team.
Client Brief and Scope Management
Capture briefs with deliverables, timelines, and campaign objectives.
Project and Job Sheet Automation
Generate structured job sheets with tasks, deadlines, and assignments.
Creative Workflow and Version Control
Manage creative files, revisions, and version tracking.
Approval and Feedback Cycles
Enable internal and client approvals with comments and notes.
Media Planning and Vendor Management
Track media budgets, vendor orders, and campaign spends.
Campaign Billing and Profitability Tracking
Manage retainers, invoices, and campaign-level financial insights.
Grounded in the way your team works.
How we work- 01
Structure client brief and project workflows
- 02
Implement creative approval and version tracking
- 03
Integrate media planning and vendor coordination
- 04
Provide dashboards for campaign performance and profitability
We implement Odoo-based agency management systems that centralize client briefs, project workflows, creative approvals, and billing processes. Our systems provide structured job sheets, clear approval trails, and dashboards that help agencies manage both creative work and financial performance.
The complete workflow, in one view.

Is this the right fit?
The right solution starts with the right operating requirements.
Check the fit with usDesigned for
- Advertising and creative agencies
- Digital marketing agencies
- Multi-client design studios
- Media planning agencies
May not be suitable for
- Non-project-based businesses
- Small internal-only teams
- Teams without creative approvals
- Businesses without campaign workflows
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Walk through the solution with your operation in mind.
Questions worth asking.
Ask something elseCan clients approve creatives online?
Yes. A client portal supports approvals and comments.
Can we manage media plans and spends?
Yes. Budgets, vendors, and billing are tracked.
Does it support file uploads and version control?
Yes. All creative assets can be managed with revisions.
Can job sheets and tasks be automated?
Yes. Job sheets convert into tasks with deadlines.
Can retainers be billed automatically?
Yes. Recurring billing and campaign invoicing are supported.
Let’s define your next step.
Tell us what needs to work better, the systems you use, and the scope you have in mind.
Discuss your requirementsShare your requirements through our enquiry form.The people behind the projects
Good work is personal.
A little closer, wherever you are
Big world.
Close partnership.
Product engineering, AI and Odoo ERP, with a shared plan and a working rhythm built around your team.
Different time zones. One shared conversation.
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