About Pauta.Me
Pauta.Me is an ERP software designed for creative agencies to manage their workflow from sales to billing. It integrates processes for account management, creative, media, production, and finance departments into a single platform, aiming to improve team communication, agility, and process security.
Pauta.Me is a comprehensive ERP platform tailored for creative companies and agencies, primarily in Brazil. It aims to centralize and streamline operations by integrating key departments including sales, project management, media planning, production, and finance. The software is web-based and accessible from any internet-connected device. Its modular structure addresses specific agency needs: the 'Negócios' module acts as a CRM with sales funnel management; 'Projetos' handles task management and timesheets; 'Mídia On/Off' manages media plans; 'Produção' deals with supplier quotes; and 'Financeiro' consolidates billing, including Brazilian Nota Fiscal invoicing. Pauta.Me also features a client portal for approvals and communication. It integrates with cloud storage services like Google Drive and BI tools such as Google Data Studio. As pricing is not public, interested agencies must contact the company for a quote.
Pros & Cons
- It brings your entire creative agency workflow into one single system, saving time spent jumping between different tools.
- The customer portal lets clients approve assets directly, eliminating endless back-and-forth emails and miscommunications.
- It handles both digital and traditional physical media planning without forcing you to separate the financial tracking.
- You can easily tie real-time employee productivity reports straight into your agency's payroll and bonus models.
- Being accessible on any connected device means your team can update project statuses smoothly while working remotely.
- Because it is a massive, fully customizable ERP, setting it up initially will likely take a lot of effort.
- The platform focuses heavily on creative agencies, meaning traditional businesses might find many features unnecessary or irrelevant.
- Support hours are strictly limited to weekdays during specific daytime blocks, which hurts teams working late or over weekends.
- Smaller agencies might feel overwhelmed by the complex data required to run the comprehensive financial and production modules.
- With everything connected into one system, any internet outage or software downtime completely freezes your entire business operation.
Features
Key features
Utilizes a sales funnel concept to monitor opportunities and manage business deals, integrated with project and financial modules.
Provides tools for managing team activities, tracking work hours with a timesheet, and automating workflows for project execution.
Handles quotes and budgets with third-party service providers, with purchase orders integrated into the financial department.
Features accounts payable/receivable, bank reconciliation, and automated invoicing, connected to the business, production, and media modules.
Offers a dedicated environment for direct communication with clients, allowing them to submit tasks, approve assets, and track productivity.
Additional features
Facilitates task creation through automated flows triggered by activity status changes.
Create and send different layout proposals directly from the platform.
Automatically sends invoices and payment slips (boletos) to clients based on configured collection messages.
Manage billing for multiple business entities (CNPJs) and generate consolidated or individual reports.
Allows connecting module data to Business Intelligence tools like Google Data Studio and QlikView for advanced data management.
Connects with Google Drive, OneDrive, and Dropbox for storing documents, proofs, and invoices.
Supports issuing electronic invoices (Nota Fiscal Eletrônica) directly from the platform.
Pricing
Countries & Languages
Available in
Interface languages
Billing currencies
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About Pauta.Me
Pauta.Me is an ERP software designed for creative agencies to manage their workflow from sales to billing. It integrates processes for account management, creative, media, production, and finance departments into a single platform, aiming to improve team communication, agility, and process security.
Pauta.Me Details
Pauta.Me's In-App Market Place
Does Pauta.Me have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD
Pros & Cons
- It brings your entire creative agency workflow into one single system, saving time spent jumping between different tools.
- The customer portal lets clients approve assets directly, eliminating endless back-and-forth emails and miscommunications.
- It handles both digital and traditional physical media planning without forcing you to separate the financial tracking.
- You can easily tie real-time employee productivity reports straight into your agency's payroll and bonus models.
- Being accessible on any connected device means your team can update project statuses smoothly while working remotely.
- Because it is a massive, fully customizable ERP, setting it up initially will likely take a lot of effort.
- The platform focuses heavily on creative agencies, meaning traditional businesses might find many features unnecessary or irrelevant.
- Support hours are strictly limited to weekdays during specific daytime blocks, which hurts teams working late or over weekends.
- Smaller agencies might feel overwhelmed by the complex data required to run the comprehensive financial and production modules.
- With everything connected into one system, any internet outage or software downtime completely freezes your entire business operation.
Pauta.Me's Support Options
Email Address
support@pautalabs.comPauta.Me's Alternatives
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Unleashified
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