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ERP for Agencies

Agencies juggle multiple client accounts, project deadlines, and retainer billing at once. Samyojak brings CRM, quotations, projects, and recurring invoicing into one workspace.

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How Samyojak helps agencies

  • Track client leads and relationships through the CRM module
  • Send quotations for new projects and convert to invoices once accepted
  • Track client work on a Kanban board — Planning, In Progress, Review, Done
  • Set up recurring invoices for retainer clients
  • Manage your team through the HR module
  • Import your existing client or project data without reformatting

Frequently asked questions

See recurring invoice features →ERP for service businesses →

Bring your agency's client work into one workspace

Import your existing client data and be running in minutes.

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