ERP for Professional Services — Project Profitability at the Centre
For consulting, engineering, legal, and technology firms, project profitability is everything. We implement ERP systems that connect your project management, resource planning, time tracking, and billing — giving you real-time visibility into every engagement's performance.
Talk to a Professional Services ERP SpecialistProfessional Services ERP Capabilities
Know Your Project Profitability in Real Time
Book a free ERP assessment and we will show you how to connect your project management, billing, and finance into one system.
Book a Free AssessmentConnect Your Pipeline to Your Projects
Professional services firms that connect CRM to ERP close the loop between business development and delivery — from first contact and proposal through to project execution, billing, and renewal.
Pipeline-to-Project Workflow
Convert won opportunities in your CRM directly into projects in your ERP — with scope, budget, and resource requirements flowing through without manual re-entry.
ERP & CRM Integration
We integrate Microsoft Dynamics 365 CRM and Salesforce with Business Central and NetSuite — keeping client data, project status, and billing history in sync across both systems.
Client Relationship Management
Manage client relationships, engagement history, key contacts, and account activity in your CRM — connected to project and billing data in your ERP for a complete client view.
Proposal & Opportunity Management
Track proposals, tender responses, and opportunities in your CRM with structured stages, probability weighting, and revenue forecasting — connected to your capacity planning.
Renewal & Retainer Tracking
Manage ongoing retainer clients, contract renewals, and upsell opportunities in your CRM — with alerts and workflows to ensure no renewal falls through the cracks.
Marketing & Thought Leadership
Track campaign engagement, event attendance, and content interactions in your CRM — and connect marketing activity to pipeline generation and client acquisition.
One Connected System
When your ERP and CRM are integrated, your BD team knows which clients are most profitable. Your delivery team knows what's been sold and promised. Your finance team knows what's been delivered and billed. Everyone works from the same data — from first contact to final invoice.
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