ERP for consultancies, agencies and firms
Time, projects and billing joined up, so nothing goes unbilled.
Problems we fix for professional services
Each one is a cost you carry today. Here is how the system removes it.
Hours worked never reach an invoice
Nobody knows which clients are profitable
Proposals, projects and invoices live in separate tools
A normal day, in the system
Each step updates the next one automatically. Nobody retypes anything.
- 1Proposal accepted
- 2Project planned and staffed
- 3Time and expenses recorded
- 4Client invoiced and profit reviewed
Short films of businesses like yours.
Each one follows a working day in ERPNext, about two minutes. Sample businesses, fictional figures.
1:50
2:08
1:31
1:57Set up for professional services
- PipelineLeads, proposals and follow-ups in one place.
- ProjectsTasks, milestones and deliverables per engagement.
- TimesheetsTime recorded against the client and the task.
- BillingFixed fee, milestone and time-based invoicing.
- Retainers and subscriptionsRecurring invoices raised on schedule.
- UtilisationBillable hours against capacity for each person.
- Utilisation per person
- Unbilled time
- Profit per client and project
- Pipeline value
What it runs on
5 modules working on one database. Open any one to see what it does.
Asked in every first meeting
Can timesheets become invoices?
Yes. Approved time and expenses are pulled into the invoice for that client.
Does it support retainers?
Yes. Recurring invoices are raised automatically on the agreed schedule.
What does an ERP for professional services cost?
It depends on your users, locations and modules. Answer four quick questions and see your estimate on the page.
See the price for your professional services business
Four quick steps. You see your estimate on the page, with a brochure made for your business.