Agencies · Consultancies · IT & Service Firms
From proposal to project to invoice, without re-keying.
A services ERP linking CRM, proposals, project delivery, timesheets and billing — so the work you win is the work you track and bill.
15 modules in the typical starting scope, across 3 areas — confirmed and configured to your operation.
The Short Version
Why professional services businesses need this connected.
A services business sells time and expertise, and its profitability lives in the gap between what was quoted, what was delivered and what was billed. When those sit in three tools, the gap is invisible until the quarter closes.
This bundle connects the pipeline to delivery to invoicing, so a proposal becomes a project, a timesheet becomes a bill, and utilisation and margin are measured as the work happens.
Who it is for
- Agencies and consultancies
- IT and software service firms
- Architecture and engineering practices
- Accounting, legal and advisory firms
Who uses it daily
- Business development
- Project and delivery managers
- Consultants and staff
- Finance and billing
- HR
- Leadership
What's in the Bundle
The modules a typical deployment includes.
A starting point drawn from the full library. Scope is confirmed after discovery — modules are added, dropped or configured to fit your process, and you are never asked to take one you will not use.
Sales & Proposals
4- CRM & Lead Management
- Proposals & Estimates
- Contract Management
- Retainer & Subscription Billing
Delivery & Time
6- Project & Task Management
- Timesheets & Billable Hours
- Resource Allocation & Utilisation
- Milestones & Deliverables
- Helpdesk & Support Tickets
- Client Portal
Finance & People
5- Invoicing & GST
- Expense & Reimbursement
- Project Profitability
- HR & Payroll
- Management Dashboards
Module names describe capability. Where a module connects to a third-party platform such as Tally or a payment gateway, that is integration capability only — no partnership or certification is implied, and all third-party names and trademarks remain the property of their respective owners.
What Changes
The operational differences you should expect.
Stated as changes in how the business runs, not as percentages — we do not publish improvement figures we cannot substantiate from a named project.
Next Step
See the professional services bundle mapped to your operation.
Book a discovery consultation. We will walk your process and confirm exactly which modules you need — and which you do not.