Creative agencies - leave the numbers reporting to us

Small Business Software for Creative Agencies

Accounting, Payroll, CRM & more for all your business needs

Creative agency of all types- Event, Advertising, Media, PR, or Digital work with multiple clients and projects at any given point in time. As the numbers start to grow, it is impossible to keep track of all clients '/projects' day-to-day profitability. That is where business starts to get challenging-the business is growing, but profitability is not.

Streamline your growing business with Deskera's easy and intuitive All-In-one software. Stay updated with all the projects and get a real-time view of cash flow from anywhere, anytime.

Always Know Which Projects Are Making Money

Do you find it difficult to analyze where you're spending the most on your client projects?

Deskera makes the job easy for you by allowing you to track each of the expenses by its cost center. Fetch cost center or cost category analysis reports to analyze which of the expenses are costing you the most and work on them to get the desired profit from each of the client projects.

Accurate and Efficient Budgeting

Budgeting is vital for every agency. Keep tabs on your day-to-day business cash-flow on your dashboard. Get a real-time overview of bills, view total payables, overdue bills, and more at a glance on the dashboard.

You can effortlessly map each bill to the respective project with custom fields and view your project-based profit and loss statement in a few clicks.

Real-time Accounts Aging

While invoicing is critical, it is crucial to keep track of the money that has not come in. Deskera books give you access to a detailed accounts aging report to know how much money is still unpaid at any given point in time.

Vendor Management Made Easy

Any agency owner will tell you how difficult it is to keep track of multiple vendors across different projects. It's especially true for creative/ media agencies as they are mostly doing the heavy lifting for clients. Managing vendors and finding the right vendor at the best cost is a considerable part of an agency's success.

Classify Vendors and define various parameters for each of your vendors with the help of Deskera Books. Apply the criteria you need to find the right vendor for the job, making vendor management a breeze.

Procurement Made Simple

Procure material from the ideal vendor at the best rates. Agencies are heavily dependent on procurement and production managers as they are the central point of all procurement data, which can sometimes lead to a crisis.

Accounting automation will help you solve this human problem by keeping a real-time analysis of your vendors' recent purchases, ensuring you always stay updated with the costing details. While it makes the life of the procurement manager easy, it also gives you access to take an informed call in case of emergency.

Invoice Anywhere In The World

Agencies often work on global projects or with international clients delivering in multiple countries and always struggle to raise compliant multi-currency invoices.

Deskera allows you to list all such services and record revenue earned from each client across the globe. It helps you generate Invoices with correct taxation details for each of the service type and share directly with your Clients. Deskera Books’ multi currency feature supports more than 120 currencies available worldwide. Also, the exchange rates are updated in real-time. Invoicing was never so easy.

Custom Deal Pipeline Tracking

If you own an agency - creative, advertising digital or events, you understand that you are working simultaneously on multiple accounts of various sizes. No business is a small business. It is critical that you don't let any lead slip away, and deskera CRM helps you do the same.

Now configure your custom sales pipeline in a matter of minutes. Setup your CRM sales pipeline the way you want. Make sure deals are moving across pipeline stages to closure. It ensures that you have real-time access to all sales movement across regions and project.

One to Many Email Campaign

Nobody understands the value of e-mailer campaigns better than agencies of any type as you need to keep clients continually, partners' event attendees informed. Create a beautiful and conversion-oriented email marketing campaign with our awesome looking email templates.

Schedule your campaign and measure the success with detailed analytics on open rates and click-through parameters. You can use the email campaign tool to generate more leads, keep your subscribers engaged, share important updates, or upsell your products.

All Your Contacts In One Place

With the Deskera CRM solution, you can maintain all your contacts, be it businesses or individuals, in one place. Link individual contacts to their business entries to easily track people by organizations. It is a game-changer while organizing events, conferences or running client-specific campaigns.

Customize Leaves For Every Employee

Personalize the leave type for each team member depending on his contract and manage Leaves easily. This is key for an agency as employees work on different terms- freelance, contract, limited hours, limited time period. Leave flexibility makes the payroll process much easier for the HR team.

Customized Tagging Of Payroll Components As Per Employee Level

Deskera offers you the option to customize salary components for your employees, depending on their role. Offer a unique set of pay components to each of your team members as per their position. It works as a great motivator as the employee feels more in charge of his money.

Click and Claim Expenses

Deskera mobile has changed the way your employees will claim expenses. With the barcode reader and the click and claim option, you can click the picture of the receipt, and the system will automatically update all the details.

We know with experience that expense claims are a very time-consuming process in agencies, as employees have to settle the money from events, shoots, meetings.

Deskera solves this issue by allowing your teams to scan Receipts and raise expense claims quickly. Convert the manual claims process to 100% automated claim processing only by usage of our Mobile App. Approvals can also happen with the mobile app on the go.

All-in-One Features

Invoicing

Financial Reports

Custom Reports

Better Accounting

Email Marketing

Secure Role Based Access

CRM Contacts & Deals

Expense Reporting

Single Sign On

Payroll

Multiple Currency

Free Guest Users

Quotes & Estimates

Backorders

Free Bookkeeper Invite

Bank Feeds

Dropship

Award Winning Mobile App

Sales Pipeline

Pick-Pack-Ship

Leaves & Attendance

Custom Fields & Attributes

Business Dashboard

Bills & Expenses

FAQs

Can I create an invoice on the go for my agency?

Yes, Deskera mobile app lets you create an invoice on the go. Learn more about invoice creation in Deskera mobile app.

Can I customize the look and feel of invoice templates to match the aesthetics of my creative agency ?

Yes, Deskera Books lets you customize the look and feel of the invoice template with the document designer feature. Learn more about the document designer feature.

Can I email invoices to my customers?

Yes, Deskera Books lets you email invoices to your customer via web and mobile application.Learn more about sending an invoice via email.

How can I get a demo for my creative agency?

We run daily webinars on running your business with Deskera. We show the system and its features in these interactive sessions that last for around 1 hr. Book one today to see how we can help you.

Can I create manual journal entries in Deskera Books?

The answer is yes! We give you the flexibility to create manual journal entries whenever you want. Learn on how to create manual journal entry here.

Can I create recurring bills with Deskera Books for my agency?

Yes, you can set up recurring bills for repeat purchases. Select recurring bills generation intervals such as weekly, monthly, yearly for automated bill creation with Deskera Books.