Agency & Consulting Management Software
Agencies & Consultants
Erro is designed for agencies and consultants, helping teams deliver client projects efficiently, collaborate seamlessly, and scale their business. Our platform streamlines project tracking, client communication, and resource management, addressing the unique challenges faced by creative, marketing, and consulting professionals. Discover how Erro empowers your agency to deliver results and grow with confidence.
Solving Real Problems for Your Team
Our platform is designed to address the unique challenges faced by owners, managers, estimators, sales teams, and clients—empowering everyone to achieve better outcomes, together.
Difficulty managing multiple client projects and deadlines
Centralized project dashboards provide real-time visibility into all client work, making it easy to track progress, deadlines, and deliverables.
Monitor timelines and deliverables for every client
Quickly identify overdue tasks and bottlenecks
Access historical project data for reporting
Generate custom status reports for clients
Challenges with team collaboration and resource allocation
Collaborative tools and resource scheduling ensure your team is aligned and working efficiently, reducing miscommunication and maximizing productivity.
Assign tasks and track completion in real time
Visualize team workload and availability
Share files and feedback securely
Automate reminders and follow-ups
Difficulty maintaining strong client relationships and communication
Integrated CRM and client portals make it easy to manage contacts, share updates, and keep clients engaged throughout every project.
Track client interactions and notes
Share project milestones and documents
Enable client feedback and approvals
Automate regular status updates
Manual, time-consuming reporting and invoicing processes
Automated reporting and invoicing tools save time and reduce errors, helping you present professional results and get paid faster.
Generate branded reports in seconds
Automate invoice creation and delivery
Track payments and outstanding balances
Export data to PDF or Excel
Scaling operations and onboarding new clients efficiently
Templates and workflow automation help agencies onboard clients quickly and scale processes as your business grows.
Use project templates for repeatable work
Automate onboarding checklists
Standardize processes across teams
Track onboarding progress for each client
Ready to streamline your sales process?
Get started with Erro today and see how easy it is to build your own workflow.
Everything your team needs to stay in sync.
From leads to invoices, Erro keeps your team aligned. Built-in CRM and project management tools help you track clients, assign tasks, and stay updated on every job.
Lead Generation
Capture and organize new leads to grow your business pipeline. Effortlessly capture leads from multiple sources including web forms, phone calls, and referrals. Organize and prioritize leads to ensure your sales team focuses on the most promising opportunities. Integrate with marketing campaigns to maximize conversion rates and keep your pipeline full.
Lead Management
Track, nurture, and convert leads with powerful management tools. Monitor every interaction with your leads, assign follow-ups, and automate reminders. Use custom tags and statuses to segment leads and tailor your approach. Collaborate with your team to ensure no opportunity slips through the cracks.
Marketing Automation
Automate outreach and follow-ups to save time and boost conversions. Set up automated email campaigns, schedule follow-ups, and personalize communication at scale. Track engagement metrics to refine your messaging and improve results. Free up your team’s time while maintaining a consistent brand presence.
Product Library
Store and manage your products and services for quick access. Maintain a centralized catalog of all your products and services, complete with pricing, descriptions, and images. Quickly add items to estimates and invoices, ensuring accuracy and saving time. Easily update details as your offerings evolve.
Sales Templates
Create reusable templates for estimates, proposals, and more. Build professional templates for estimates, proposals, contracts, and other sales documents. Customize templates to match your branding and streamline your workflow. Reuse templates to ensure consistency and reduce manual entry.
Estimate Creation
Build accurate estimates quickly and send them to clients with ease. Generate detailed estimates using your product library and pricing rules. Share estimates with clients via email or direct link, and track their status in real time. Make revisions easily and convert accepted estimates into projects or invoices.
Invoices & Payments
Generate invoices and accept payments directly from your dashboard. Create professional invoices in seconds and send them to clients with integrated payment options. Track payment status, send reminders, and reconcile transactions automatically. Simplify your billing process and improve cash flow.
Change Orders
Easily manage and track change orders throughout your projects. Create, send, and approve change orders with clients, ensuring all modifications are documented and agreed upon. Update project scope, pricing, and timelines seamlessly, keeping everyone informed and projects on track.
Ready to streamline your sales process?
Get started with Erro today and see how easy it is to build your own workflow.
Frequently Asked Questions
Do I need to install anything to use Erro?
How do I get started with Erro?
Can I change my subscription plan later?
Is Erro suitable for small businesses?
How is billing managed?
Does Erro offer customer support?
Can I import my existing data into Erro?
Is my data secure with Erro?