Services ERP

ERP for Professional Services

Projects, people and billing on one record, so every hour is planned, tracked and invoiced.

Project profitabilityTimesheets and approvalsResource planningMilestone billingClient portal
Core capabilities

Core capabilities for service firms.

From proposal to final invoice, with utilisation visible all the way.

01

Proposals & Contracts

  • Estimates by role and effort.
  • Fixed-price, T&M and retainer contracts.
  • Scope changes with approval.
02

Project Management

  • Phases, tasks and milestones.
  • Budget vs actual in hours and money.
  • Risk and issue tracking.
03

Resourcing

  • Skills-based allocation.
  • Utilisation and bench reports.
  • Capacity forecast by month.
04

Timesheets & Expenses

  • Weekly timesheets with approval flow.
  • Expense claims with receipts.
  • Billable vs non-billable analysis.
05

Billing

  • Milestone, hourly and retainer invoicing.
  • GST and E-invoice compliant.
  • Unbilled revenue tracking.
06

Client Collaboration

  • Client portal for status and documents.
  • Ticketing for support contracts.
  • SLA tracking and reporting.
Industry benefits

ERP benefits for professional services.

Know which projects, clients and people make money.

Profit by Project, Live
Profitability

Profit by Project, Live

Approved hours and expenses hit the project as they are logged, so margins are visible before the invoice.

  • Budget burn by phase.
  • Margin by client and service line.
  • Early warning on overruns.
Margins

Protected during delivery, not reviewed after.

Decisions

Drop or reprice unprofitable work.

The Right People on the Right Work
Resourcing

The Right People on the Right Work

Allocation by skill and availability keeps utilisation high without burning teams out.

  • Skills matrix and availability.
  • Conflict alerts on over-allocation.
  • Hiring signals from forecast demand.
Utilisation

Higher billable hours per person.

Retention

Balanced workloads across teams.

Invoices Without Chasing
Billing

Invoices Without Chasing

Approved time and milestones flow straight to invoices, with nothing left unbilled at month end.

  • Draft invoices from approved time.
  • Milestone triggers on completion.
  • Receivables follow-up from the same screen.
Cash

Shorter time from work to payment.

Leakage

No unbilled hours lost.

Universal value

Benefits of ERP for professional services

Improved Efficiency

Reduces manual work and automates core operational processes, enabling your team to focus on high-value tasks.

Better Decision-Making

Provides real-time data insights and holistic overviews, allowing leadership to adapt to market changes rapidly.

Cost Optimization

Helps in reducing waste, controlling expenses, and maximizing material yield across all production stages.

Enhanced Customer Experience

Ensures faster delivery timelines, accurate order fulfillment, and seamless after-sales service interactions.

24x7 Priority Support

Access robust Email and Technical Support 24x7. Keep your ERP functioning at peak performance without interruption.

Regulatory Compliance

Keeps the business permanently aligned with stringent safety, environmental, and international trade laws.

Cloud model (SaaS)
Starting as low as
INR25,000per user / per month

No hidden setup fees. Flexible scaling for growing businesses.

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