Scope lives in documents
The delivery team loses the commercial promise once work starts.
Creative agency software
Creative Agency Software for Projects, Approvals and Billing
Connect agency leads, proposals, estimates, project plans, client approvals, milestone invoices and online payments in one service-business system.
One record
Scope, work and client decisions
Exact version
Every review and approval
Payment-aware
Billing and delivery visibility
Operating problems
Stop rebuilding the client story in every agency tool
These gaps affect the customer experience, team coordination and the owner’s ability to see what needs attention.
Feedback lives in chat
Comments and approvals become difficult to connect to the correct creative version.
Work spans too many tools
Briefs, tasks, files, meetings and invoices require repeated updates.
Billing lags delivery
Teams miss milestone billing actions when finance and delivery use separate records.
Accountability is unclear
Owners need a fast view of project health, waiting party and next action.
Connected Yepsta workflow
Connect the commercial promise to accountable delivery
The public customer experience and the daily operating record use the same business context.
Commercial-to-delivery hand-off
Turn approved work into a structured project without losing customer or estimate context.
Agency project workspace
Coordinate milestones, table or Kanban tasks, assignees, files, dependencies and updates.
Version-aware client review
Collect approvals and requested changes against the exact deliverable version.
Creative & Digital Agency workflow
From campaign enquiry to approved final delivery
Qualify the enquiry
Keep the lead, customer and commercial opportunity connected before production begins.
Confirm scope and inputs
Use the proposal, estimate, agreement and intake steps that fit the engagement.
Plan the delivery
Apply a template or create milestones, tasks, assignees, dates and project requirements.
Review the right version
Share each deliverable version for an explicit approval or change request.
Bill, collect and release
Create linked invoices at the right stage, share a Razorpay payment link and release final work under the chosen delivery policy.
A realistic engagement
A brand campaign without the tool-switching tax
A realistic agency engagement can move from a qualified enquiry to a controlled final handover while every decision stays attached to the project.
- 1
Qualify the lead and shape the proposal
- 2
Confirm the estimate and project scope
- 3
Apply the project plan and assign the team
- 4
Share each creative version for review
- 5
Create the milestone invoice and payment link
- 6
Verify payment and release approved finals
Yepsta Projects
Keep the client promise, delivery work and commercial status together.
Use a direct project or the fuller proposal-to-project journey. The workspace keeps health, milestones, tasks, client decisions, invoice status and next actions readable without turning into enterprise project-management overhead.
Explore Yepsta Projects →Yepsta Projects
Project workspacePRJ-2026-014Active
Northstar Brand Campaign
Creative delivery · Target 28 Aug 2026
Progress
68%
Milestones
2 / 4
1 in review
Balance
₹3.0L
Invoice-linked due
Next best action
Send Campaign Video — V2 for client review
Milestone plan
4 milestonesDiscovery & Direction
Complete
100%
Production & Draft Edits
In review
74%
Final Delivery
Upcoming
0%
Client review
ApprovedCampaign Video — V1
Exact version approved
Billing plan
AdvancePaid
ApprovalInvoiced
FinalPlanned
Client experience
Give every creative & digital agency client a clearer delivery journey.
Clients see only the information and actions intentionally shared with them.
One client workspace
Clients find updates, requests, reviews, invoices and released work in one authenticated place.
Clear review history
Each response remains attached to the exact file, link or text version reviewed.
Fewer status chases
Structured updates and visible next actions reduce scattered follow-up.
Business control
Stay accountable without adding unnecessary process.
Optional controls can add depth as the team, project value or delivery risk grows.
Team accountability
Project managers, members, assignees, dates, priorities and blocked work stay visible.
Optional resource and cost controls
Enable capacity, time, expenses, budgets and profitability views when the agency needs them.
Connected billing
Linked Yepsta invoices, online payment status and delivery readiness stay visible without a second payment tracker.
Private project storage and controlled access
Project documents, task attachments and deliverable assets remain private to the appropriate project members and authorised client participants.
Recommended next pages
Best-fit modules and related workflows for creative & digital agency businesses.
Projects & Client Delivery
See the complete enquiry-to-delivery Projects workflow.
Customer CRM
Capture leads, prioritise follow-ups, manage a configurable sales pipeline, and carry won work into appointments, projects, invoices and Customer 360.
Appointments
Manage customer bookings, multiple services, staff assignment, calendars, reschedules, cancellations and follow-ups in Yepsta.
GST billing and POS
Create GST-ready POS bills, invoices, estimates, credit notes and payment records for services and products in one connected workflow.
Yepsta Pay
Create and share Razorpay invoice payment links, verify supported online payments automatically, and keep payment requests and invoice status connected in Yepsta.
Notifications
Configure email and approved WhatsApp Business API messages for supported appointments, estimates, invoices, orders, packages and project events in Yepsta.
Reports
Track sales, appointments, inventory, reviews, outstanding payments and daily activity through owner-friendly business reports.
Creator & Content Studio
Manage brand enquiries, campaign briefs, production milestones, content versions, client approvals, final files and invoices from one connected workspace.
Freelancer & Independent Professional
Manage enquiries, estimates, repeatable project plans, client feedback, GST invoices, online payment links and follow-up without disconnected tools.
Coach & Consultant
Connect enquiries, discovery calls, proposals, estimates, sessions, project delivery, invoices and online payments in one system.
All industry solutions
Compare every service-business workflow Yepsta supports.
Before and after
Replace fragmented creative & digital agency operations with connected customer and owner context.
Disconnected agency stack
- Scope is copied from the proposal into a task app
- Client feedback is spread across email and chat
- Versions and approvals are difficult to prove
- Finance must ask delivery what is ready to bill
Connected with Yepsta
- The accepted commercial context starts the project
- Tasks, files and client decisions stay attached
- Each approval identifies the correct version
- Billing actions follow visible delivery readiness
Best-fit business types
Where this creative & digital agency workflow fits.
Branding and design agencies
Digital marketing agencies
Advertising and social media teams
Creative production agencies
Web and campaign delivery studios
Compare Yepsta plans by location entitlement or request a walkthrough tailored to your business type.
Creative & Digital Agency software FAQ
Questions from creative & digital agency owners and operating teams.
Can an agency manage a project from proposal through final delivery?+
Yes. Yepsta connects proposal and estimate context with project setup, intake, milestones, tasks, client reviews, linked invoices and controlled final delivery. Steps can be skipped when an engagement does not need the full journey.
Can clients approve the exact creative version they reviewed?+
Yes. Review requests stay tied to a specific deliverable version, so approval of one version never silently approves a later revision.
Can agency teams use table and Kanban planning views?+
Yes. Project plans support table and Kanban views alongside task workspaces with assignees, dates, priorities, checklists, dependencies, attachments and updates.
Can billing milestones create invoices automatically?+
Billing stages can become ready for action, but Yepsta keeps invoices authoritative. Your team reviews and creates the linked invoice through the existing billing system instead of silently inventing one.
Can I restrict client and staff access?+
Yes. Client stakeholders see intentionally shared project information, while staff access follows project, role and location permissions. Internal notes, unreleased files and restricted financial details remain protected.
See the full workflow