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ERPNext for Professional Services Industry

ERPNext for professional services

Run your services business better with ERPNext. Know your leads and customers, set up subscription plans for your services, build rapport with regular customers using a loyalty program, manage and bill multiple projects, set up maintenance schedules and visits, and much more.

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Service companies trust ERPNext worldwide

Manufacturing companies trust ERPNext worldwide

Professional services customer stories

Updated: January 21, 2021

From hardcopy to digital: HECS streamlines business advisory sessions with Frappe CRM

Consulting

Asia Pacific

Global AI & Blockchain Company Automates HR & Payroll with Frappe HR

Software Development

India

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Stay on top of projects, tasks and deadlines with ease

Effortlessly manage multiple clients and projects with ERPNext’s real-time project tracking, task management, and automated deadline reminders. Track billable hours, streamline workflows, and ensure your team stays aligned for optimal productivity.

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Seamless client and case management

Enhance client interactions and case management with a centralized database for client records, case histories, and document storage. ERPNext ensures smooth collaboration, organized data, and seamless communication across your team.

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Automated invoicing and hassle-free payment tracking

Ensure timely payments and effortless financial management with ERPNext’s automated invoicing, payment tracking, and overdue reminders. It supports multi-currency billing, retainer invoicing, and tax compliance, streamlining your accounting processes.

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Expense and reimbursement tracking made simple

Gain complete control over your business expenses with ERPNext. Easily log expenses, categorize costs, and process reimbursements, ensuring accurate financial records and transparency.

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Track your leads in a integrated CRM

Never let a business inquiry slip through the cracks. Consolidate leads from various sources into one central location and ensure they are promptly addressed. Prevent lead tracking gaps by integrating your website’s Contact page for automatic lead creation in CRM. Connect your sales email ID to automatically log leads. Make sure your sales team has access to both Leads and Opportunities, allowing them to register new leads and update the status of those assigned to them.

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Track timesheets effortlessly

Employees who need to track their hours can easily fill out timesheets with a breakdown of activities for each project or task. Create salary structures based on timesheets, define hourly rates, and manage payouts for the timesheet hours. You can run separate payroll entries for timesheet-based salaries.

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Project level dashboards and reports

Make data-driven decisions with customized financial reports, revenue tracking, and profitability analysis. ERPNext provides deep insights into your financial health, helping you optimize operations and drive business growth.

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