ERP for consulting firms : let every hour show its return.
Consulting projects run on hours and milestones. When quote, time entry, billing and the customer relationship come together in one system, which engagement pays off becomes clear.
What changes in this sector?
Hours = revenue
Consultant hours are priced per position; the estimate in the quote is compared with actual hours from the timesheet.
Milestone billing
A billing plan tied to project stages; billed and to-be-billed amounts are tracked separately.
The relationship stays with the firm
Interaction history, quotes and agreements sit on the customer card; even if a consultant leaves, the relationship is not lost.
Modules enabled in this sector.
The same 13 modules are set up differently per sector. These are the ones most often enabled here.
Project Management
Work items, time tracking and project profitability.
Quote Management
Combine service, product, configured and manufactured items in one quote; generate a PDF, route for approval, convert to contract.
CRM
Customers, activities, opportunities and sales pipeline.
HR Software
Employee records, leave, recruitment and org chart.
Payments
Advances, expenses, collections and due date tracking.
Performance
Goals, review cycles and 360° feedback.
Live in one week.
Discovery call, data migration, permission setup and training — five business days.
Discovery call
We listen to your processes and decide which modules to enable.
20 minutesData migration
Your existing Excel records are migrated into the system.
1–2 daysPermissions & flow
Approval chains and policies are configured.
1–2 daysTraining
Two live training sessions and go-live.
1 dayERP for consulting and advisory firms
The core product of consulting work is time. Without knowing how much a consultant's hour costs and how much it is sold for, one cannot say which project pays off. So hour tracking and project profitability matter more in consulting firms than in other sectors.
Position-based pricing
An hourly sale price and cost rate are defined per consultant level. When hours are entered in the quote, the amount is calculated automatically; because the unit price comes from the catalog, discount authority stays under control.
Milestones and billing
Consulting projects are usually billed by stage. In the project module, a period billing plan shows which stage is billed and which is pending — making cash flow predictable.
Continuity of the customer relationship
In consulting firms the customer relationship is often tied to one person. Because the CRM module collects interaction history, quotes and agreements on the customer card, the relationship is bound to the firm rather than the individual.
Frequently asked questions
Which modules does a consulting firm need?
Usually project, quote, CRM and HR are enough. Consultant rates are defined per position, and project profitability is calculated from there.
Can hourly and fixed-fee work be managed together?
Yes. A quote can carry both position-based (hourly) and fixed-price line items in the same document; each is calculated with its own logic.
Do consultants enter their own hours?
Yes. Hours are entered against projects from a weekly timesheet, the manager approves the week close, and approved hours are included in cost.
Can several projects be opened for the same customer?
Yes. Each engagement is opened as a separate project; all projects and quotes are listed together on the customer card.