Management for small agencies
From the first lead to the invoice that gets paid
Genia ERP is the management system for small agencies: clients, quotes, projects, hours, invoicing and collections in one place. The spreadsheet and the six tabs around it, replaced by one.
Start freeFree for your first 2 clients
Febrero StudioHomeClientsQuotesProjectsHoursInvoicing
How the month is going
InvoicedUS$ 18,420
CollectedUS$ 12,900
OverdueUS$ 3,150
Not invoiced146 h
Collected vs costs
To handle todayOverdue invoiceUS$ 2,100Quote with no answer6 daysHours to approve38 h
One chain, not six tools
Every step hands its data to the next one, so nothing gets retyped and the numbers at the end match the hours at the start.
- 01ClientThe pipeline and the client file, with the tax details invoicing needs later.
- 02QuoteBuilt from the client you already have, sent, and followed until it is accepted or lost.
- 03ProjectThe accepted quote becomes work, with its amount and its estimated hours.
- 04HoursTracked per person and project, imported from Toggl, approved before they count.
- 05InvoiceBuilt from approved hours or from the monthly retainer, in pesos or dollars.
- 06CollectionWhat was invoiced, what came in, what is overdue, and the cash flow behind it.
Approved hours are already the invoice
Pick the client and the month, review the approved hours, and the invoice comes out with the rate and currency the client already had.
Febrero StudioHomeClientsQuotesProjectsHoursInvoicing
Invoicing › From hoursEstudio Sur · OctoberCreate invoice for US$ 8,160
PersonHoursRateAmount
Ana42 hUS$ 85US$ 3,570
Bruno38 hUS$ 85US$ 3,230
Carla16 hUS$ 85US$ 1,360
Approved total96 hUS$ 8,160
Draft invoiceEstudio SurCurrency USDPeriod OctoberUS$ 8,160
Genia ERP was built inside Febrero Studio to run its own operation, and it still does. Every module exists because a real agency needed it.
Who it is not for
Companies that need formal accounting or electronic invoicing with the tax authority: Genia ERP does not replace it.
Teams of more than 50 people with purchasing or inventory processes.
Try it with your next client
Free for your first 2 clients, with unlimited users. No card required.
Create your agency