Success Story·Professional Services
Digital Marketing Agency
“ROI in 1 month.”
- Industry
- Professional Services
- Company Size
- 8 employees
- Package
- Starter (1,999)
- Timeline
- 4 weeks
01 / Challenge
Before OSForBiz
The chaos.
Digital Marketing Agency was struggling with:
- 01Client retainers tracked in spreadsheets
- 02No visibility into project profitability
- 03Manual time tracking (or no tracking at all)
- 04Invoice disputes with clients
- 05Team capacity unknown. Always overbooked or underbooked.
02 / Solution
What we built
The implementation.
OSForBiz implemented ERPNext with focus on retainer management and time tracking.
Modules activated
- +CRM & Retainer Management
- +Time Tracking
- +Project Profitability
- +Invoicing
Integrations built
- +Slack notifications
- +Google Workspace
Workflows automated
- +Retainer period end → Auto generate invoice
- +Hours exceed retainer → Auto notify account manager
- +Project completed → Auto calculate profitability
- +Payment received → Auto update client status
03 / Results
Verified outcomes
The numbers.
Time saved
Time tracking
None (guessing) → Accurate to 15 min
Full visibility
Invoice creation
2 hours/client → 5 min/client
96% faster
Profitability analysis
Never done → Real time
New capability
Accuracy improved
Billable hours captured
60% → 95%
Invoice accuracy
80% → 99%
Client disputes
5/month → 0/month
Revenue impact
- +Saved 5,000/month in manual errors
- +Eliminated 15 hours/week of data entry
- +Increased billable hours captured by 35%
Investment
1,999 (Starter Package setup)
Annual Value
72,000 (billable hours + errors)
Payback
1 month
ROI
3,500% Year 1
What the client says
“Implementation: 4 weeks. ROI: 1 month. Saved 5,000/month in manual errors. Eliminated 15 hours/week of data entry. Peace of mind: priceless.”
Digital Marketing Agency · Founder
04 / Before / after
Every metric
The full comparison.
| Metric | Before | After |
|---|---|---|
| Time Tracking | None | Accurate to 15 min |
| Invoice Creation | 2 hours/client | 5 min/client |
| Billable Hours Captured | 60% | 95% |
| Client Disputes | 5/month | 0/month |
| Data Entry | 15 hours/week | 0 hours/week |
| Profitability Visibility | None | Real time |
Next step
Ready for similar results?
Digital Marketing Agency is running on OSForBiz. Yours can too.
Book a 15 minute call. We will show you exactly how OSForBiz can eliminate your chaos.
Or call +971 50 166 2441