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Here&Now365: Real-Time Pipeline Visibility in 6 Weeks
How an award-winning multicultural marketing agency replaced spreadsheets and QuickBooks with ERPNext — and transformed the way they run their business.
About Here&Now365
Here&Now365 is an award-winning multicultural marketing agency based in the UK. They deliver campaigns that connect brands with diverse audiences across multiple channels and markets.
As the agency grew, their patchwork of spreadsheets and QuickBooks couldn't keep up. Sales pipeline visibility was non-existent, purchasing was manual and error-prone, and reporting that should have been instant took days to compile.
Industry
Marketing Agency
Previous System
Spreadsheets + QuickBooks
Go-Live
6 Weeks
Licence Fees
£0
The Challenge
No Pipeline Visibility
Sales opportunities were tracked in spreadsheets with no centralised view of the pipeline. Management had no real-time insight into deals or revenue forecasts.
Manual Purchasing
Purchase orders and supplier management were handled manually, leading to slow turnaround times and a lack of spend visibility across the business.
Slow Reporting
Generating business reports meant pulling data from multiple sources and reconciling manually — a process that took days instead of minutes.
The Solution
We implemented ERPNext with three core modules tailored to Here&Now365's workflows, replacing their fragmented toolset with a single integrated platform.
CRM & Sales Pipeline
A centralised CRM with full pipeline tracking — from lead capture through to deal closure. Real-time dashboards give management instant visibility into revenue forecasts.
Purchasing
Streamlined purchase orders, supplier management, and approval workflows — replacing manual processes with structured, trackable procurement.
Project Management
Campaign and project tracking with task management, timelines, and resource allocation — giving teams a clear view of workload and delivery status.
The Results
6 Weeks
From kick-off to go-live
Instant
Reporting that took days
Real-Time
Pipeline visibility
£0
Ongoing licence fees
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