ERP for professional services

Optimize your assets and resources.


A comprehensive ERP solution to help you organize your professional services.

Manage service contracts

Define Service Level Agreements (SLA) towards your customers and contractors.

Manage scope changes and invoice change requests

Define budget for your service projects and track actual versus budget. Get automatic alerts during out-of-policy spend and overcome lack of visibility into how and why money is spent.

Automatic contract renewal

Set rules and guidelines to automate the contract renewal process.

Invoicing / Recurring Billing Running Account Invoice

Generate recurring invoicing automatically, based on service contracts. And avoid late expense report submissions with automatic reminders in the form of email notifications.

Digitize Expenses

Never worry about a lost receipt again. Attach and assign scanned copies to digitize your expenses.

Time and Expense Management

Work on fixed price or time and material projects. Track time and expenses against your assignments, projects, and customers from anywhere using the web user interface, And reduce the expenses.

Plan and track profitability on service projects

  • Refining and detailing of revenue, cost, and profitability planning at operational stages
  • High-level revenue and cost planning starting at the estimation stage
  • Tightly integrated with sales funnel and profitability planning
  • Dashboard for all resources to track real-time status
  • Calculate resource cost and time tracking
  • Set alerts on non-compliance
  • Linked with Sales Forecast


Field Staff Management to optimize capacity planning

Plan the time and availability of your resources and allocate them to projects. See available slots and take decisions based on available capacity to fill slots. Allows you to plan and allocate resources right from your sales funnel.

Profitability Planning and tracking

Set profitability targets on your projects and get alerted proactively. Plan cost and revenue on project at various stages of the project lifecycle. Record time and expenses as well as revenues to reach to your planned goals.

Field Operational Excellence through Document management and Workflow

Organizing processes across locations can be tough if you are not using the right tools. DMS and workflow help you streamline your processes and ensure compliance.

Key Features

Industry-specific ERP features for your professional service business.

Finance & Accounting

Purchasing Management

Order Management

Helpdesk & Support

CRM system

Customer Quotes

Time & Expense Management

Project Management

Analytics & BI

Document Management

HR & Payroll

Asset Management