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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.

Odoo Advertising Agency Workflow ERP
Built around your operation
  • Advertising and creative agencies
  • Digital marketing agencies
  • Multi-client design studios
The business case

What changes for your business.

Expected outcomes from the solution.

Explore the approach

Faster creative production cycles

Clear approval and revision tracking

Improved visibility into campaign profitability

Higher team productivity through structured workflows

Results depend on scope, integrations and adoption.

The operating context

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.

Where friction builds

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.

Current approach
  • Managing briefs through email threads
  • Tracking projects with spreadsheets
  • Manual approval processes for creative assets
  • Separate systems for project tracking and billing
Operational impact
  • Missed deadlines and delayed approvals
  • Confusion around revisions and versions
  • Limited visibility into campaign profitability
  • Reduced productivity across creative teams
Inside the solution

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.

From requirements to implementation

Grounded in the way your team works.

How we work
  1. 01

    Structure client brief and project workflows

  2. 02

    Implement creative approval and version tracking

  3. 03

    Integrate media planning and vendor coordination

  4. 04

    Provide dashboards for campaign performance and profitability

Our approach

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.

How it connects

The complete workflow, in one view.

Solution workflow
Make an informed decision

Is this the right fit?

The right solution starts with the right operating requirements.

Check the fit with us

Designed 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

Trusted by clients worldwide

BDO
Marinapy
Vanilla Steel
INT Express
InnovationM
Telco Holdings International
Inglasco International
Upex Electrical UK
Lux Logic Lighting
CM3 Engineering
Finest Travel Africa
CareNav
XA Global Trade Advisors
Predictores.ai
iTech Consulting
Net Informatica
TextureAI UK
Lux Via
EEN Consulting
Intelgrity Ltd
OTEK Consulting
AI-O AI
The Hillock Hotels & Banquets
See it on your workflows

Walk through the solution with your operation in mind.

Discuss your requirements
Before you decide

Questions worth asking.

Ask something else
Can 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.

Start with your requirements

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.

Meet our clients

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.

Offices in India, Spain & France.
IndiaSpainFrance
Our offices Customer presence

Different time zones. One shared conversation.

Explore our global presence

The technology behind the work.

Explore our approach to backend, web, mobile and AI engineering.

Explore our technologies