ERP for agenciesmore creative time, less admin
Run new business, client delivery and billing in one place and see which clients really pay off.
Why do agencies use an ERP instead of separate tools?
Agencies usually combine a CRM, a project tool, a time tracker, an invoicing app and spreadsheets. Each handoff loses information. An ERP keeps pipeline, contracts, projects, hours and invoices on the same client record, which shows profitability per client and project.
ERP Instfy, cloud ERP by Instfy. Updated 2026-10-04.Common problemsand how ERP Instfy solves them
CRM pipeline, contracts, projects with tasks and timesheets, client support and invoicing for marketing, design and digital agencies.
Scope creep
Tasks and hours per project show when work exceeds the plan.
Retainers and contracts
Contract values and dates are stored with each client.
Client requests
Support tickets and inquiries keep requests organized.
The modulesthat matter most
Start with these and add others whenever the operation asks for it.
- CRMCapture leads, move deals through your pipeline and keep contracts and conversations next to the invoices and projects that follow.
- Projects & TasksPlan the work, assign tasks, log hours and see progress and cost per project, all connected to the client and the invoice.
- Support & CommunicationAnswer customers, meet with clients and keep the team informed without switching tools.
- Accounting & FinanceRecord every sale, bill and payment once and see profit, cash flow and balances update in real time.
Frequently askedquestions
Can I track time per client?
Yes, through project timesheets.
Can I manage retainers?
Store contracts with value and period and invoice from accounting.
Is there a client request queue?
Yes, with support tickets.
Other industries
See how other sectors use ERP Instfy.
Learn the system
Step by step guides for every module in English, Portuguese and Spanish.
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