The ERP for Communication and Marketing Agencies
Optimize Project Management and Invoice with Ease
From campaign management to coordinating creative teams and tracking client invoicing, gain full visibility over your agency’s operations.
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Accurately Track Project Progress
Structure your campaign projects by defining key milestones, track deadlines, and ensure coordination between creative teams, clients, and partners.
- Project planning and milestone management with an intuitive overview
- Tracking of creative tasks, deliverables, and deadlines for each campaign
- Dashboards to monitor project progress in real time and ensure deadlines are met
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Schedule Management and Resource Allocation
Plan resource allocation based on availability and the specific skills required for each campaign, managing both internal teams and freelancers with ease.
- Resource planning based on skills and availability
- Assignment tracking and workload management
- Subcontractor and freelancer tracking
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Profitability Tracking and Cost Management by Project
Track production, creative, and distribution costs for each campaign while monitoring margins and optimizing project profitability.
- Cost tracking by project (time spent, production expenses, media buying)
- Margin analysis and budget management
- Integrated BI to create personalized reports
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Streamline Your Sales and Customer Relationship Management
Benefit from a complete CRM to manage client relationships, track prospecting and business opportunities. Centralize client information, automate follow-ups, and personalize interactions to boost customer satisfaction and loyalty.
- Synchronization of events and emails with Gmail and Outlook
- Management of quotes and commercial proposals
- Tracking of sales, contracts, and ongoing campaigns for full visibility
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Client Portal and Ticketing
Collaborate actively with your clients through the portal and its many apps: document management, chat, tickets, events, and news. Clients can also access their quotes, orders, and invoices directly from the portal, and request new services through the integrated e-commerce module.
- Client portal with a full suite of apps
- Ticketing module
- Integrated document management to share files with clients
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Simplify Your Invoicing Management
Whether your projects are billed based on time spent, fixed-price, or progress, Axelor ERP simplifies your financial management. Automate invoicing according to each client’s terms, track payments, and optimize cash flow to improve profitability.
- Project billing by time and materials, fixed-price, or progress-based
- Budget tracking and cash flow management module
- Integrated accounting with real-time monitoring of expenses and revenue
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Axelor, the heart of your digital ecosystem.
Android and iOS mobile app
Mobile App for Real-Time Inventory Management.
The Axelor ERP mobile app enables teams to manage inventory, scan products, and handle stocktaking directly in the field. Access real-time information to make fast and effective decisions, even on the go.
Product scanning to instantly check stock levels.
Mobile recording of receipts and inventory management.
Management of orders to be prepared and shipped.
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Efficiently Manage Your HR
Creative teams and specialized talent are at the heart of communication agencies. Axelor ERP offers a complete HRIS to manage employees, employment contracts, skills, training, and annual evaluations.
- Skills and training tracking to develop creative talent
- Employee portal for leave requests, expense reports, and timesheets
- Integrated recruitment tools with OCR-based CV scanning
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Custom Reports and Dashboards for Precise Management
With Axelor’s built-in Business Intelligence, visualize your key performance indicators in real time to assess every aspect of your agency especially financial performance.
- Customizable dashboards to monitor projects, performance, and finances
- BI Studio to create your own custom reports
- Automated reporting for a real-time overview of your operations
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Mobile Project Tracking with the Axelor Mobile App
For operational and sales teams on the move, the Axelor mobile app provides access to key project information and client interactions anytime, anywhere.
- Mobile access to projects and client information for optimal responsiveness
- Time entry and task tracking directly from the field
- Expense reporting with OCR scanning