ERP for software firms and agencies : which project makes money?
A position-based hourly quote is given, the team enters weekly hours, and actual cost is compared with the budget. Project profitability is visible every week, not just when the job ends.
What changes in this sector?
Estimate meets reality
The position-based hour estimate in the quote is compared with actual hours from the timesheet, on the same screen.
Weekly entry discipline
A week-close and approval mechanism keeps time entry regular; unapproved hours do not enter cost.
No unbilled work left
Billed and to-be-billed amounts are tracked separately through the progress and period billing plan.
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 software companies and agencies
In project-based companies the most frequent question is: did this project make money for us? The answer depends on hours being recorded regularly and position cost rates being defined.
Position-based pricing
An hourly sale price and cost rate are defined per position. Hours are entered in the quote and the amount is calculated automatically; because the unit price comes from the catalog, it cannot be changed by hand and discount authority stays under control.
Timesheet discipline
When time is entered weekly, recall errors fall. The week-close and approval mechanism in the project module establishes this discipline; unapproved hours do not enter the cost calculation.
Fixed-price and hourly work
On fixed-price projects the contract amount stays fixed while spent hours turn into cost, and the margin narrows as hours are spent. Tracking this narrowing live lets budget overrun be noticed before the project ends.
Frequently asked questions
How does position-based pricing work?
An hourly sale price and cost rate are defined per position. Hours are entered in the quote and the amount is calculated automatically; because the unit price comes from the catalog, it cannot be changed by hand.
Do employees enter their own hours?
Yes. Hours are entered against projects from a weekly calendar screen; the manager approves the week close.
How is profitability tracked on fixed-price projects?
The contract amount stays fixed while spent hours turn into cost; the margin narrows as hours are spent and is tracked live.
Can a team working for several customers at once be managed?
Yes. Time entry carries a project and customer breakdown; per-person utilization can be reported.