Odoo 19 gives UK marketing agencies an integrated platform covering project management, time tracking, client billing, CRM for new business, HR, and financial reporting - replacing the 5-7 separate tools most agencies run for tasks, time, accounting, new business, documents and capacity planning. For a 5-20 person UK agency, it consolidates several separate subscriptions and removes the 6-10 hours/week of manual data entry that connects those tools. A phased agency implementation typically costs £6,000-£18,000 and takes 6-12 weeks, with single core-module rollouts from £4,000. Softomate Solutions implements Odoo 19 for UK marketing and digital agencies.
Last updated: 18 May 2026
Published 18 May 2026Most UK marketing and digital agencies arrive at the same destination by accident. A project manager signs up for Asana to track campaign tasks. The finance lead insists on Xero for invoicing because the accountant uses it. Someone introduces Harvest for time tracking because the team wants per-project hours recorded separately. New business gets its own HubSpot instance because the sales director came from a corporate background. Google Drive sprawls across all of it as the default document layer, and a spreadsheet in Excel holds the capacity plan that no one trusts but everyone edits.
The result is a stack of 5-7 tools that each do their own job but are not connected in the way the agency needs. Unless integrations are set up and maintained, time entries do not flow onto invoices; someone has to export a CSV, match project codes, and manually enter figures before the monthly billing run. Project status in the task tool does not update the CRM deal record, so the account manager and the salesperson work from different versions of reality. The capacity plan in Excel is updated once a week, if the operations manager has time, and is typically 4-5 days out of date by the time decisions get made from it.
The direct cost of separate subscriptions for project management, time tracking, accounting and CRM tools is visible on the credit card statement every month. For a 12-person agency, the combined monthly licence bill for a multi-tool stack can run to several hundred pounds before collaboration and automation tools are added. The indirect cost - the 6-10 hours per week of data reconciliation, manual reporting, and error-correction - never appears on a spreadsheet but is felt in late invoices and missed upsell opportunities.
Odoo 19 is the unified alternative. It is an open-source ERP platform with dedicated modules for project management, timesheets, invoicing, CRM, HR, and accounting. All modules share a single database, which means a timesheet entry created by a designer in the Project module is immediately visible to the finance manager in Invoicing, and a won deal in CRM can automatically create a project with a predefined stage structure. There is no CSV export, no Zapier, and no weekly reconciliation meeting. The platform is widely used and has a substantial UK partner network. Odoo 19, released in late 2025, introduced improved project profitability dashboards, enhanced CRM pipeline analytics, and a refined agency-focused billing workflow that makes it particularly well suited to the UK agency market.
For agencies of 5-20 people, Odoo 19 typically reduces tool spend by 60-70% and eliminates the majority of manual data transfer work within the first three months of implementation.
The Odoo 19 Project module handles the full delivery lifecycle for a marketing or digital agency. At its core it is a multi-project Kanban and list view system, but the agency-relevant features go considerably deeper than a typical task manager.
Each client engagement becomes an Odoo project. Projects sit in a portfolio view that shows status, budget consumed, deadline, and responsible manager at a glance. Individual projects use customisable stage columns - an SEO agency might use Discovery, Strategy, Execution, Reporting, and Closed; a creative agency might use Brief, Concept, Production, Review, Delivered. Stages are configured per project or shared as a template for new business wins that follow a standard process.
Tasks within each project support subtasks, which is the mechanism most agencies use to break deliverables into assignable units. A content campaign task might have subtasks for research, first draft, client review, revision, and final approval - each assigned to a different team member with its own deadline and estimated hours.
Time tracking is embedded at the task level. Each team member logs hours directly against the task they are working on. At the point of logging, the system asks whether the time is billable or non-billable - a distinction that is critical for agency profitability analysis but that many standalone time trackers handle awkwardly. Non-billable time (internal meetings, pitch work, admin) is tracked separately so it does not inflate client invoices but is still visible in the project profitability dashboard.
The Odoo Timesheet module integrates with Project so that approved timesheets automatically generate billable lines on client invoices. This is the step that saves most agencies 4-6 hours per week: the finance manager runs the monthly billing cycle by opening the Invoicing module, selecting the relevant projects, and clicking 'Create Invoices'. Odoo pulls approved billable hours, applies the correct rate, and drafts the invoice. There is no CSV, no manual entry, and no risk of forgetting a project that was worked on during the month.
Odoo 19 introduced a refined project profitability view showing, for each project: budgeted hours, actual hours logged, percentage consumed, revenue invoiced to date, and estimated margin. For fixed-price projects this gives an immediate read on whether a project is running over budget before it becomes a write-off. For time-and-materials projects it shows revenue recognised against costs incurred.
The resource allocation view (called the 'Resource Planning' view in Odoo 19) shows each team member's capacity across the coming weeks, with tasks plotted against available hours. Overloaded resources appear in red. This replaces the Excel capacity plan that most agencies maintain manually and updates in real time as tasks are assigned, reassigned, or rescheduled.
Clients can be granted read-only access to a project portal where they see task status, milestone completion, and shared documents - without needing an Odoo user licence. The portal is branded with the agency's logo and colours. This reduces the volume of 'where are we with this?' emails and positions the agency as operationally transparent, which is a meaningful differentiator in competitive pitches.
Billing is where disconnected agency tools create the most pain. When time tracking, project management, and invoicing live in separate systems, the monthly billing run becomes a forensic exercise: pull the time-tracking CSV, match project codes to accounting clients, reconcile against what was agreed in the proposal, adjust for expenses, and send. Mistakes are common. Invoices go out late. Clients query items that were logged under the wrong project code. The finance manager spends two to three days on a process that should take two to three hours.
Odoo 19 eliminates this by connecting timesheets to invoices within a single database. Three billing models cover the majority of agency contract types.
For retained or fixed-scope projects, the project is configured with a fixed invoice value. Milestones can be linked to invoice triggers - so 50% of the fee invoices on project kick-off and 50% on delivery, or alternatively the full amount invoices at project close. Odoo tracks time on fixed-price projects for internal profitability analysis without surfacing the hourly detail to clients.
For time-and-materials engagements, the project is configured to invoice based on approved timesheets. At the end of each billing period - typically month-end - the finance manager runs the 'Create Invoices' action for all active T&M projects. Odoo drafts invoices for each client showing the hours logged, the applicable rate, and the total. The manager reviews, adjusts if necessary, and sends. The entire process takes 30-45 minutes for a 10-client agency, versus 2-3 days with a disconnected stack.
Many agencies run retainer contracts where the client pays a fixed monthly fee for a defined number of hours, with any overage billed at an hourly rate. Odoo 19 handles this with a two-line invoice structure: the retainer invoices automatically on the first of the month via a recurring invoice template; at month-end the system calculates overage hours against the retainer allowance and generates a supplementary invoice for the difference. This model is notoriously difficult to manage in disconnected tools and is one of the most common reasons agencies consider a unified platform.
Odoo Accounting is configured for UK VAT from the outset: standard rate (20%), reduced rate (5%), and zero-rated transactions are all handled. Making Tax Digital (MTD) submissions are supported via the UK localisation module. Multi-currency invoicing is available for agencies with international clients - the invoice is denominated in the client's currency, with the exchange rate applied at the transaction date and the gain or loss recognised in GBP in the accounts.
Some agencies prefer to retain Xero as their accounting system of record - particularly if their accountant is already set up on Xero and the relationship is working well. Odoo supports this via a Xero connector that pushes invoices, payments, and bank transactions from Odoo to Xero. In this configuration, Odoo handles projects, timesheets, and invoice drafting; Xero handles the accounting ledger, bank reconciliation, and VAT returns. This hybrid model adds some complexity but removes the need to migrate the accounting history, which some finance directors are unwilling to do mid-year.
New business is the lifeblood of any agency, and the CRM tool an agency uses has a direct effect on how systematically opportunities are pursued and won. Most small agencies use HubSpot because it is well-known, free at entry level, and has good email integration. For agencies of 5-20 people, check which HubSpot tier includes sequences, reporting and custom properties, as these sit above the free tier.
Odoo CRM covers the core pipeline management needs of a small agency at no incremental cost beyond the base Odoo licence.
The pipeline view is a Kanban board with configurable stages. A typical agency configuration runs: Prospect, Qualified, Proposal Sent, Decision Pending, Won, and Lost. Each opportunity card shows the client name, estimated value, assigned salesperson, and expected close date. Dragging an opportunity between stages triggers any configured automation - for example, moving to 'Proposal Sent' creates an activity reminding the account director to follow up in 5 days.
Activities in Odoo CRM are the equivalent of tasks in a CRM: call, email, meeting, or custom action. Each activity has a due date and appears in the salesperson's activity list sorted by urgency. Overdue activities are flagged in red. This creates accountability for follow-up without requiring a separate task management tool for the new business team.
Odoo 19 includes email templates for standard CRM communications: introduction emails, proposal follow-ups, win/loss notifications. Templates support merge fields for personalisation. Odoo's templates are simpler than a dedicated sequence builder, but they cover the systematic outreach needs of most agencies under 20 people without additional cost or tooling.
The most valuable integration for an agency is the automatic project creation when a CRM opportunity is marked Won. Odoo can be configured to create a project from a predefined template the moment a deal is marked Won - complete with the standard task stages for that type of engagement, the client contact linked, and the project budget set from the opportunity value. This eliminates the manual project setup that typically takes 30-60 minutes per new client and ensures that every engagement starts with the correct structure rather than whatever the project manager remembers to set up.
Odoo CRM provides win rate analysis by salesperson, client type, and service line; average sales cycle duration; and a revenue forecast based on pipeline value weighted by stage probability. For a 5-20 person agency this level of analytics - which in a disconnected stack often means a higher CRM tier or a separate BI tool - is available natively within the Odoo licence.
UK agencies typically evaluate Odoo against two alternatives: the multi-tool stack they are already running (separate time tracking, accounting, project management and CRM tools), or an agency-specific project and time tool. The comparison below covers a 10-person agency as the baseline.
| Criterion | Odoo 19 (Community + Softomate) | Separate time, accounting, project and CRM tools | Agency-specific project and time tool |
|---|---|---|---|
| Licensing model (10 users) | Per-user Enterprise subscription, or no licence fee for self-hosted Community | Several separate subscriptions | Per-user subscription |
| Data integration | Native single database - no connectors | Connectors or CSV between tools | Projects + timesheets integrated; invoicing via accounting connector |
| Time-to-invoice workflow | Fully automated - approved timesheets generate invoice lines | Depends on connectors, or manual CSV export and reconciliation | Semi-automated with accounting connector |
| Project profitability visibility | Native dashboard - budget vs actual hours and revenue | Cross-referencing between time and accounting tools | Native profitability reporting |
| New business CRM | Native Odoo CRM - pipeline, activities, analytics | Separate CRM subscription | Typically a separate CRM tool |
| UK GDPR compliance | Self-hosted or EU-hosted option; full data control | Check each vendor's data processing terms | Check the vendor's data processing terms |
| Customisation | High - open source, custom modules available | Depends on each tool's API | Configured within the product's feature set |
| Implementation complexity | Medium-high - requires a partner for agency config | Low - each tool is self-service | Low - designed for self-service |
| Accounting module | Full double-entry accounting + UK VAT + MTD | Dedicated accounting package | Connector to an accounting package |
An agency-specific project and time tool suits agencies that need project management and time tracking with minimal implementation overhead and are happy to keep a separate accounting package and a separate tool for new business. These tools are designed for creative agencies, so check whether their CRM and customisation options cover your needs.
The multi-tool stack is the default for agencies that have grown organically, adding tools as each need arose. It works, but integration gaps can create ongoing operational overhead. A multi-tool stack for a 10-person agency can cost several hundred pounds a month, and manual reconciliation between tools adds non-billable time each week.
Odoo 19 can reduce total cost of ownership and improve operational integration for agencies of 5-20 people who are willing to invest in a structured implementation. The upfront cost (£6,000-£18,000) is recovered within 12-18 months through reduced licence spend and eliminated reconciliation work. For agencies above 20 people, the calculus shifts: dedicated marketing automation platforms and wider CRM integrations become more valuable, and Odoo's CRM may no longer cover all requirements without significant customisation.
Implementing Odoo 19 for a marketing agency is not a self-service exercise. The platform is highly configurable, and agency workflows - particularly the billing models and project stage structures - require careful configuration to avoid creating a system that is technically correct but practically unusable. Softomate Solutions has implemented Odoo for UK agencies and professional services firms and runs a phased delivery model that manages change at a pace the team can absorb.
Phase 1 covers the modules that address the highest-pain problems: Project, Timesheets, and Invoicing. The scope includes: Odoo environment setup (cloud or self-hosted on the agency's preferred infrastructure); project stage configuration matched to the agency's delivery methodology; timesheet configuration with billable/non-billable categorisation and approval workflow; billing model configuration (fixed price, T&M, or retainer depending on the agency's contract types); invoice templates branded with the agency's identity; data migration from existing project management and time tracking tools (Asana/ClickUp task export, Harvest timesheet history); and staff training delivered in two half-day sessions.
At the end of Phase 1 the agency has a fully operational project and billing platform. The typical outcome is that the monthly billing run drops from 2-3 days to 2-3 hours, and manual timesheet reconciliation is eliminated entirely.
Phase 2 adds Odoo CRM for new business pipeline management and optionally Odoo HR for leave management, employee records, and recruitment. CRM configuration includes pipeline stage setup, email template creation, the Won-to-Project automation, and training for the new business team. If the agency is running HubSpot, Phase 2 includes a data migration of the active pipeline and contact history.
HR is often lower priority for agencies under 10 people but becomes valuable at 15+ when leave tracking and employee records in Excel become administratively burdensome.
Softomate's ongoing Odoo care starts from £199/month, and the agreed scope can cover: Odoo version updates (minor releases), module additions, custom report development, user additions and permission management, and a monthly check-in call to review adoption and address emerging requirements. For agencies that self-host, the retainer also includes server monitoring and backup verification.
Data migration is the most unpredictable element of any Odoo implementation. Clean, well-structured data in Asana and Harvest migrates straightforwardly. Agencies with years of disorganised project codes, inconsistent client naming, and partial timesheet records will spend more time in data cleaning before migration begins. Softomate scopes migration effort after a data audit in the discovery phase, so the cost is fixed rather than open-ended.
The implementation investment for Phase 1 is recovered through licence savings and eliminated reconciliation work within 12-18 months for most agencies in the 8-20 person range. For smaller agencies of 3-7 people, the payback period is longer, and the decision often rests on whether the operational clarity and growth platform justify the upfront investment rather than pure cost recovery.
Yes. Odoo's Timesheet module covers per-task time logging, billable and non-billable categorisation, approval workflows, and time reports by project, client, and team member. Because timesheets in Odoo are natively connected to the Project and Invoicing modules, approved hours automatically generate invoice lines without any CSV export or manual entry. Agencies that move their time tracking into Odoo typically save 4-6 hours per week on billing reconciliation from the first month.
Yes. Softomate configures a Xero connector that pushes invoices, credit notes, payments, and bank transactions from Odoo to Xero in near real time. In this hybrid model, Odoo handles project management, timesheets, and invoice drafting; Xero handles the accounting ledger, bank reconciliation, and VAT returns via Making Tax Digital. This is the most common configuration for agencies whose accountants are already set up on Xero and prefer not to change their accounting platform mid-year.
Yes. Odoo's client portal gives clients read-only access to their project's task status, milestone completion, and any documents the agency chooses to share - without requiring a paid Odoo user licence. The portal is accessible via a secure link and branded with the agency's logo. Clients can see what is in progress, what has been completed, and what is upcoming, which reduces the volume of status update emails and positions the agency as transparent and organised.
Odoo Community (the open-source version) is free to use and self-host; Odoo Enterprise is a per-user subscription, so check Odoo's current pricing for the modules you need. For a 3-person agency, a single core-module rollout with Softomate starts from £4,000, and a full Phase 1 (project, timesheets and invoicing) from £6,000. The payback period is longer for a 3-person agency than for a 10-person agency, so the decision often rests on operational clarity rather than pure cost recovery.
Odoo core-module implementation: from £4,000 one-off. One limited core-module rollout with agreed configuration, data import, training and handover. Monthly care from £199/month. Prices exclude VAT. Required licences, hosting and usage are itemised before you commit. Care is optional after client-managed handover; additional development is quoted separately.
Yes. Odoo 19 supports retainer billing via recurring invoice templates. The retainer amount invoices automatically on a configured date each month. At month-end, the system calculates hours logged against the retainer allowance; if the client has exceeded their included hours, a supplementary invoice is generated for the overage at the agreed hourly rate. This model - which is notoriously difficult to manage in disconnected tools without a manual spreadsheet calculation each month - is handled entirely within Odoo once the contract parameters are configured at the start of the engagement.
For a well-organised agency with clean project codes and consistent client naming, data migration from Asana and Harvest typically takes 1-2 weeks of the Phase 1 implementation. This includes exporting project and task data from Asana, exporting timesheet history from Harvest, mapping to the Odoo data model, and running import scripts. Agencies with disorganised historical data - duplicate client records, inconsistent project codes, partial timesheets - should expect a data cleaning exercise of 2-4 additional weeks before migration begins. Softomate conducts a data audit at the start of each engagement to scope migration effort accurately before costs are agreed.
UK marketing agencies that have grown by adding tools as each problem arose can spend several hundred pounds a month on a stack of 5-7 platforms held together by CSV exports and third-party automations. Odoo 19 replaces that stack with a single platform where a timesheet entry made by a designer on Tuesday morning appears on the client's invoice draft by Tuesday afternoon, with no manual intervention. Agencies implementing the Project and Invoicing modules can expect a substantial reduction in billing administration within the first quarter. For a 10-person UK agency, that represents 6-10 hours per week returned to billable work - or to the team's capacity for new client delivery. Softomate implements Odoo 19 for UK marketing and digital agencies from initial scoping through to staff training and ongoing support.
Ready to consolidate your agency stack? Explore Softomate's Odoo for Marketing Agencies or book a free discovery call.
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Softomate delivers Odoo ERP implementation in London with sector-specific configuration and UK compliance built in. Need something bespoke? Our Odoo custom development team builds tailored modules. Book a free scoping call.
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Softomate also builds standalone AI chatbots that integrate directly with Odoo CRM, Helpdesk and Sales modules.
Custom AI chatbot with CRM integration: from £6,500 one-off. Custom chatbot plus one defined CRM connection and agreed read/write operations. Monthly care from £399/month. Prices exclude VAT. Required licences, hosting and usage are itemised before you commit. Care is optional after client-managed handover; additional development is quoted separately.
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