Example: Agencies
How agencies run on MERP
MERP is a general ERP for service businesses. This page shows how a typical agency uses the same modules every customer gets.
Common problems we hear
- Retainers and project fees billed from spreadsheets
- Hours logged in one tool, invoices in another
- No clear view of margin per client
A typical workflow
Step 1
Win the work
Track pitches in the CRM pipeline and send a quote the client accepts online.
Step 2
Deliver
Run the engagement as a project with tasks, timesheets and a budget.
Step 3
Bill
Recurring invoices for retainers, time and expense invoices for extra scope.
Step 4
Review
Margin per client and per team member, straight from accounting.
Modules most used by agencies
Every plan includes the core modules. Nothing here is specific to one industry.
CRM
Track leads, clients and deals in one pipeline that feeds quotes and invoices.
Learn more about CRMQuotes
Send branded estimates and proposals that convert to invoices or projects in one click.
Learn more about QuotesInvoicing
One-off and recurring invoices, reminders and online payment links.
Learn more about InvoicingProjects and time
Projects, tasks, timesheets and budgets with profitability per client.
Learn more about Projects and timeAccounting
Double-entry books, bank reconciliation, taxes and financial reports.
Learn more about Accounting
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