Odoo Advertising Agency Workflow ERP

Advertising and creative agencies manage a fast-moving workflow, client briefs, ideation, creative production, revisions, media planning, campaign tracking, billing, and retainers. When these processes rely on email threads, spreadsheets, or scattered tools, delays, version conflicts, missed deadlines, and revenue leakage become common.

PySquad builds an Odoo-based Advertising Agency Workflow ERP that unifies your entire agency, from client onboarding to creative delivery and invoicing, ensuring smoother collaboration, faster approvals, and complete visibility.


Problem Businesses Face

  • Briefs and deliverables are scattered across emails.

  • No structured workflow for creative approvals.

  • Difficulty tracking job sheets, timelines, and capacities.

  • Media planning, spends, and vendor billing handled manually.

  • Poor visibility into campaign performance and profitability.

  • Inconsistent revision tracking and missed deadlines.


Our Solution

PySquad delivers a dedicated agency management ERP using Odoo.

Our solution includes:

  • Client onboarding and contract management.

  • Brief creation with deliverables and timelines.

  • Job sheet and creative workflow automation.

  • Approval cycles with version control.

  • Media planning and vendor management.

  • Billing, retainers, and revenue tracking.


Key Features

  • Client brief and scope management.

  • Project/job sheet generation with tasks and deadlines.

  • Creative workflow with file uploads and versioning.

  • Internal & client approvals with notes.

  • Media plan management with budgets and spends.

  • Vendor onboarding and PO/billing automation.

  • Retainer billing and campaign profitability dashboards.

  • Reports: team productivity, TAT, profitability, burn rate.


Benefits

  • Faster creative delivery with structured workflows.

  • Clear approval trail reducing miscommunication.

  • Better visibility into performance and profitability.

  • Improved client satisfaction with transparent updates.

  • Higher team productivity through automation.


Why Choose PySquad

  • Experience building ERPs for agencies, studios, and media teams.

  • Deep Odoo expertise for workflows, files, and collaboration.

  • Human-first dashboards for creative teams, managers, and clients.

  • Scalable solution for small agencies or large multi-team setups.

  • End-to-end implementation including portals and automation.


Call to Action

  • Running an advertising, creative, or digital agency?

  • Need structured briefs, workflows, and faster approvals?

  • Want better visibility into campaign profitability?

Partner with PySquad to build your Odoo Advertising Agency Workflow ERP.


FAQs

1. Can clients approve creatives online?
Yes. A client portal supports approvals and comments.

2. Can we manage media plans and spends?
Yes. Budgets, vendors, and billing are tracked.

3. Does it support file uploads and version control?
Yes. All creative assets can be managed with revisions.

4. Can job sheets and tasks be automated?
Yes. Job sheets convert into tasks with deadlines.

5. Can retainers be billed automatically?
Yes. Recurring billing and campaign invoicing are supported.

 

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happy clients50+
Projects Delivered20+
Client Satisfaction98%