MODULAR ERP FOR
Professional Services.
Solutions for consultants, agencies, law firms, accountants, architects, and software houses.
COMMON PROBLEMS
What often slows growth down.
Proposals are scattered
Project progress is hard to monitor
Invoices are sent late
Profit per project is unknown
RECOMMENDED MODULES
The right combination
The right combination
for Professional Services.
Start from the highest-priority module, then add the next modules based on operational readiness.
PRIORITY 01
CRM
Manages leads, pipeline, and follow-up.
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PRIORITY 02
Quotation
Creates proposals and offers for clients.
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PRIORITY 03
Project Management
Manages timelines, tasks, teams, and project progress.
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PRIORITY 04
Invoice
Creates billing and tracks customer payments.
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PRIORITY 05
Payment Gateway
Supports and tracks online payments.
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PRIORITY 06
General Ledger
Unifies transactions into financial reports.
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SYSTEM FLOW
From activity to insight.
01
STEP 1
CRM manages prospects
02
STEP 2
Quotation sends offers
03
STEP 3
Project Management organizes delivery
04
STEP 4
Invoice and Payment Gateway manage billing
05
STEP 5
General Ledger calculates project profit
DESIGN YOUR SYSTEM