Agency ERP and social media system in Jeddah: the project at a glance
A creative agency in Jeddah — Creative & digital agency. What we delivered: custom ERP, social media management, content calendar and composer, client approvals, projects and timesheets, CRM and proposals, invoicing with ZATCA status, HR and payroll.
The shape of it
What is in the agency ERP and social media system
A creative and social media agency in Jeddah asked us for one system to run its clients, its content and its money. We are not naming the agency, because we continue to work with it. Everything below is a module in the delivered system; the screenshots come from a demo copy filled with fictional sample brands, not the agency’s clients. This is the kind of custom ERP we build, joined to social media management.
One record per client and brand
Clients sit in the CRM with their contacts, opportunities, proposals and contracts, and every post, project and invoice hangs off the same client record.
Social media inside the ERP
A full social suite: content calendar, composer, campaigns and strategy, content ideas, library, hashtags, publishing queue, social inbox, community, listening and competitors, ads manager, analytics and reports.
Projects, tasks and time
Projects with service, status, health, progress and budget in SAR, task boards, milestones, deliverables, creative briefs and assets, and timesheets against the work.
Content operations
A content calendar and an approval trail per post
The agency plans each brand’s month in one calendar, writes the post once in Arabic and English, and sends it through a defined approval route before it is scheduled.
Calendar by brand and channel
Month, week, day, board and list views, filtered by channel, pillar, campaign, owner and status: idea, draft, in review, changes requested, approved, scheduled and published.
Composer with an approval route
One master post, channel overrides, Arabic and English captions, media from the library, and the route it must pass: internal review, then client review.
Approvals with the history kept
Internal and client review queues, client-visible and internal feedback, a first-pass rate, a client SLA and the version history of each post.
Finance and people
Invoices, ZATCA status and payroll in the same system
The work that is approved and delivered is billed from the same place. For the wider picture of agency billing, see our page on ERP for creative agencies.
Invoicing with ZATCA status
Invoices per client with status, outstanding balance and a ZATCA submission column, beside a chart of accounts, journal entries, cost centres, expenses and fixed assets.
Retainers and proposals
Retainers, retainer billing, estimates and proposals sit in the CRM next to the client they belong to.
HR and payroll
An employee register with positions and departments, employment contracts, attendance, leave, payroll and end of service.
Inside the build
Screens from a demo copy with fictional sample brands and data.
More on agency ERP and social media system in Jeddah
Frequently asked questions
What did the agency ERP and social media system in Jeddah project include?
For the agency in Jeddah we delivered a custom ERP, social media management, content calendar and composer, client approvals, projects and timesheets, CRM and proposals, invoicing with ZATCA status, HR and payroll.
Why is the agency not named?
Because we continue to work with it, and the screens shown come from a demo copy with fictional data. We describe the system only from its modules, without figures or results we cannot show.
Can the agency’s clients approve posts themselves?
Yes. Each post follows an approval route through internal review and then client review, with client-visible and internal feedback and a version history.
Does the system connect content to billing?
Yes. Posts, projects, retainers and invoices all hang off the same client record, and invoices show their ZATCA submission status.
Would this work for our agency?
If your agency runs several brands, monthly retainers and client approvals, start with a free consultation where we scope the modules you need and a price in SAR.
