Running a marketing or advertising agency means juggling retainers, project billing, media spend, and client approvals. O2B Technologies implements Odoo ERP to help US agencies track utilization, mark up ad spend, and streamline creative workflows.
Stop piecing together disconnected tools. Manage your entire agency operation from a single, integrated database.
The major features for agency management include:
CRMTrack all client interactions, pipeline opportunities, and creative briefs in one place. Link prospects directly to their upcoming campaigns and projects.
Project and Retainer BillingHandle fixed-fee projects, time-and-materials billing, and monthly retainers seamlessly. Automate your invoicing based on rate cards and project milestones.
Creative WorkflowEnsure campaigns stick to objectives and launch on time. Manage multiple client projects simultaneously with distinct targets, tasks, and deadlines.
TimesheetsTrack billable vs. non-billable hours accurately. Analyze how much time is spent on each client job to calculate true project profitability and team utilization.
Media Spend InvoicingTrack client ad spend, apply your agency markup, and pass the costs seamlessly into their final invoices alongside your service fees.
Client ApprovalsUse client portals to share creative assets, gather feedback, and secure formal approvals before campaigns go live.
Client PortalGive clients a branded portal to view campaign progress, access deliverables, and pay invoices online.
IntegrationsConnect Odoo to the tools you already use. We integrate Odoo with Google Ads, Meta, HubSpot, and QuickBooks to keep your data flowing.
Tracking how many hours a client has used versus their monthly retainer can be messy. Odoo automates retainer tracking, ensuring you know exactly when a client is nearing their limit, allowing you to upsell additional hours seamlessly.
Stop calculating ad spend markups in spreadsheets. Odoo tracks client media budgets, applies your standard markup percentages, and integrates the final amounts directly into your regular invoicing cycle.
Stop chasing email approvals. Odoo's client portal allows your team to share creative assets, gather structured feedback, and secure formal sign-offs before campaigns launch, keeping a clear audit trail.
Know exactly how your creative and strategic teams are spending their time. Track billable vs. non-billable hours to ensure your staff is utilized efficiently and projects remain profitable.
Agencies use multiple platforms. O2B Technologies integrates Odoo with Google Ads, Meta, HubSpot, and QuickBooks. This ensures campaign data and financial reporting stay perfectly synced across your entire tech stack.
O2B Technologies provides tailored Odoo ERP solutions specifically for US marketing and advertising agencies. We understand that agencies need to track retainers, manage creative workflows, and bill for media spend efficiently.
Our certified implementation experts work with your team to map out your specific agency processes. We integrate Odoo with the tools you already use, like Google Ads, Meta, HubSpot, and QuickBooks, to ensure a seamless operational flow.
Whether you need help with project billing, utilization tracking, or client portals, we customize Odoo to fit your exact business needs.
O2B Technologies has a solution available for every Industry, addressing the specific needs and challenges faced by businesses within those sectors.
Yes, Odoo supports recurring billing and retainers, allowing you to automatically invoice clients for monthly agency services and track remaining hours.
We customize Odoo to track client media spend, apply your agency markup, and seamlessly integrate the costs into your final client invoices.
Yes, Odoo's timesheet application tracks billable vs. non-billable hours, giving you real-time insights into team utilization and project profitability.
Yes, we regularly integrate Odoo with tools like Google Ads, Meta, HubSpot, and QuickBooks to ensure seamless data flow across your agency.