ERP and CRM for agencies that live on proposals and retainers
Agency money has a specific shape: deals won through proposals, revenue split between projects and retainers, and margins eaten quietly by scope creep. Managing that with a CRM here and a spreadsheet there means learning the real numbers only when it's too late to react.
ERP Mobi puts the agency's commercial and financial life in one place: pipeline for new business, a service catalog for consistent proposals, and receivables that show which clients actually pay on time.
Where agencies leak money
The recurring pains we see in small and mid-sized agencies:
- Proposals rebuilt from old documents, with inconsistent pricing
- Retainer invoices sent late because nobody owns the reminder
- New business pipeline living in someone's inbox
- No per-client view of revenue versus effort
How ERP Mobi fits an agency
Build your service catalog once — strategy, design, media, development — and generate proposals from it in minutes. Won deals become receivables, monthly retainers stay visible in upcoming invoices, and the pipeline board shows new business health at a glance.
Role-based permissions let account managers work their clients while partners see the whole picture.
Frequently asked questions
Does ERP Mobi handle retainer billing?
Yes — recurring client charges live in receivables with due dates, so monthly retainers are visible and collected on time.
Can I track proposals per client?
Yes. Proposals are linked to deals and contacts, so each client's commercial history is complete.
Is it overkill for a 5-person agency?
No — ERP Mobi starts free and grows with you. Small agencies typically start with pipeline and proposals, then adopt the financial modules.