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IndustryProfessional services

Era for your marketing agency.

Briefs to pitches to retainers: a new-business pipeline, monthly retainers invoiced on the 1st, project quotes and every hour logged against the client.

Start with Era10 modules · 5 prepared workflows · 3 teammates

Is your work spread over 8 tools that don’t know each other?

Bookings in one place, messages in another, payments in a sheet. A change stays in one tool before it reaches the people who need it.

Client requests buried in emailThe decision stayed in messagesHours in a spreadsheetThe document in four foldersClient list in another toolFollow-up in a channel
The document in four foldersClient list in another toolFollow-up in a channelClient requests buried in emailThe decision stayed in messagesHours in a spreadsheet
Quote approved on paperMeeting notes not in the calendarCollections noticed at month endClient requests buried in emailThe decision stayed in messagesHours in a spreadsheet

Tool logos are examples; they imply no partnership or endorsement.

Era brings them into one place. A few of the apps you can connect

All apps

Logos show apps you can connect; they do not imply a partnership.

Same week. Same team. A different day.

Every client has a content calendar, an ad budget and a monthly report; quotes are per project or retainer. Without honest timesheets, profitability is invisible.

Marketing agency: the same work, today and with Era.

  • Today: Lost requests. A client’s email never got onto anyone’s list. — Era: Shared inbox. Email and WhatsApp in one inbox; requests go to the right person.
  • Today: Hunting documents. Which version is latest and who changed it is unknown. — Era: Documents on the file. Documents live on the client file, with their history.
  • Today: Quote approval. An approved quote never became an invoice. — Era: Quote to invoice. An approved quote becomes an invoice in one step.
  • Today: Collections. An overdue invoice was spotted at month end. — Era: Due-date follow-up. Due invoices are reminded; payments land on the card.

Drag the line or use the arrow keys. Example scene.

One workspace. Your whole business.

Setup switches 10 sections on together: sales, quotes, team, invoices and more. The table is a sample filled with the setup’s real services.

Sample screen · illustrative data

Ready for marketing agency. Working from day one.

Everything switched on at setup comes from this business type’s own list: services, teammates, workflows and sections.

Workflows that run themselves

Wired to real events; switch them on, off or change them in plain words.

WorkflowsOn
Retainer month starts → invoice issued
Project quote accepted → approve → invoice
Proposal sent → call in 3 days
1st of the month → client reports

Your price list, ready on day one

It arrives as a sample; replace it with your own services and prices in the first step.

Services & pricessample

Marketing agency

Brand and competitor audit₺22.000
Google Business Profile setup₺6.500
Monthly SEO package₺25.000

Your teammates are ready

They work by your rules and ask you first before messaging, paying or deleting.

Brief to proposalReads a new brief, asks for what is missing and drafts the proposal lines.
Collections follow-upReminds clients politely before a retainer invoice is due and flags late ones.
Collections follow-upChases overdue invoices politely so clients pay without the owner having to ask.

Ask your workspace

Ask a question; get the answer with the records behind it.

Erasample

What’s still unpaid this month?

Four invoices are overdue, two from the same client. I’ve drafted reminder emails and will wait for your approval.

Sections on from day one

10 sections switch on together; turn off what you don’t need, add more later.

SalesQuotesTeamInvoicesSubscriptionsCampaignsInboxReports

Before you start

Each retainer is a subscription (Finance → Subscriptions). Every new month opens an agreement and the “Retainer month starts → invoice issued” workflow issues the invoice on 30-day terms.

Time → Log time, choosing the client and the service. Weeks are submitted on Friday; the retainer watch warns you when a client goes over.

Log it as billable on the “Extra work (hourly)” service. When the week is approved, the “Approved extra hours → draft invoice” workflow drafts the invoice for you to check.

When the client accepts, an agreement opens and waits for your approval; then the invoice is issued.

Yes — invite them with the Creative team role: they log time and comment, nothing else.

Sales, Quotes, Team, Invoices, Subscriptions, Campaigns, Inbox, Reports, Website, AI; 3 ready services and products, 3 teammates, 5 workflows, 15 notification rules and a website theme.

Yes. Switch on “start with sample data” during setup to get realistic customers, records and history; remove them in one step when you are ready.

Other businesses in professional services

Professional services

Keep client files, quotes and invoices together.

Describe your business in a sentence and Era sets up services, teammates and workflows to match. It runs on your own AI subscription.

Start with Era