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- Agencies PM
- Get started
Get Agencies PM running in four steps.
Prepare a client delivery pilot with linked work and clear owners.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Agencies PM. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Agencies PM in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started and set up PM for Agencies for your team. Name the delivery lead and project manager who will review the pilot engagement.
Prepare the first operating cycle
Select an active client organization and project. Bring in the team members, work packages, assigned tasks and a dated creative milestone. Add one revision request with severity and one time entry ready for approval. Use the implementation guide to walk through the handoffs.
Review before release
Check that the project owner can trace a blocked task and late checkpoint, that triage records an outcome, and that submitted time produces a decision and receipt. Confirm each role can open the records needed for its work. Then extend the pattern to the next client engagement.
Set up Agencies PM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.