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For content creators

Keep brand deals organised beyond the content calendar.

Track partnership conversations, campaign work and invoices so the business behind your content receives the same attention as the creative work.

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Keep commissions connected

Keep the client, accepted offer, project and reviewed work together before invoicing.

Give digital items a clear delivery path

Choose the appropriate service or digital item type and review the supported delivery conditions.

A clearer record for the work around the work

A brand deal can move through messages, briefs and delivery changes before an invoice is raised. Keep the commercial details in a record you can return to after the content has gone live.

Keep the next customer conversation in view.

Current TerminalERP CRM opportunity showing value, stage, owner, follow-up and linked customer.
A populated opportunity keeps the next customer conversation and its commercial context together.
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A working routine for your business

1. Record the brand enquiry or pitch.

2. Describe deliverables and fees in the quotation.

3. Organise the campaign as a project.

4. Review the invoice and payment record.

Customer identity and follow-up

Keep the relationship before creating another record.

  1. Lead
    • Keep context Recorded activity
  2. Recorded activity
    • Review identity Customer link
  3. Customer link
    • Match found Prepare quotation
    • Explicit creation Confirmed new customer
  4. Prepare quotation
    • Separate next step Prepare quotation
  5. Confirmed new customer
    • Separate next step Prepare quotation
  6. Prepare quotation

Picture it in your working day

For example: A creator agrees a short video and two edited variants for a brand. They keep the scope in the quotation and the delivery work in a project before reviewing the invoice.

Before you choose your setup

Does adding a digital product deliver its file?

No. Customer access follows the supported grant, file-version and access-limit workflow.

How do I handle extra work?

Review it against the agreement. Split a retainer entry that crosses the remaining included hours.

A closer look at your speciality

Content Creator (YouTube / Video)

Make the filming, edit and revision deliverables clear in the sponsor agreement, then keep project work and the invoice close to that brief.

Podcaster & Audio Producer

Organise sponsor packages, recording work and production invoices so the commercial details remain available between episodes.

Course Creator & Educator

Keep commissioned course work and business billing organised. Lesson hosting, learner progress and content delivery remain with your teaching platform.

Newsletter & Digital Publisher

Keep sponsor contacts, placement agreements and invoices together. Subscriber analytics and mailing delivery are separate from the commercial record.

Livestreamer & Broadcaster

Describe sponsored segments and associated work clearly, then review the invoice after the event. Streaming and audience tools continue to serve their own role.

AI assistance

Put AI to work for your business.

Prepare sponsorship proposals around your deliverables and rates.

Explore AI assistance

Keep the client brief and next follow-up close during a working day away from the studio. Explore mobile access for permitted records and quick tasks.

Choose with clarity

What this industry setup includes—and what to confirm

Start with workflows shaped around the work you do, then check the specialist and regional requirements that matter to your business.

Choosing an industry configures the workspace. It does not turn TerminalERP into a certified specialist system or prove country-specific compliance.

Relevant workflows to explore

  • Invoices & customer billingInvoices, receipts, credits, returns, refunds, and payment status
  • Expenses & approvalsExpense capture, evidence, approval, and accounting posting
  • Bank records & reconciliationRecorded bank accounts, bounded statement import, match suggestions, and reconciliation; no bank connectivity or settlement claim
  • Customers & contactsCustomer/contact records, statements, collections, and linked activity
  • Quotations & proposalsQuotations, acceptance, conversion, and sales-order fulfillment
  • Projects, tasks & timeProjects, tasks, time, milestones, budgets, and selected billing runs

What to confirm for your business

  • Content publishing calendar and platform integrations
  • Royalty, platform payout, and audience analytics imports

Start with one workflow from your business.

Compare the plans or tell us the task you want to manage. Use a real example to decide whether the available workflow fits.

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