Example: Consultancies
How consultancies run on MERP
MERP is a general ERP for service businesses. This page shows how a typical consultancy uses the same modules every customer gets.
Common problems we hear
- Proposals, engagements and billing in disconnected tools
- Rebillable travel expenses slip through
- Utilization is a guess
A typical workflow
Step 1
Propose
Quotes with phases and rates, accepted from the customer portal.
Step 2
Engage
Projects with milestones, hourly or fixed fee budgets and time approval.
Step 3
Bill
Invoice approved time and billable expenses, with reminders and online payment.
Step 4
Measure
Utilization and realization per consultant and engagement.
Modules most used by consultancies
Every plan includes the core modules. Nothing here is specific to one industry.
Quotes
Send branded estimates and proposals that convert to invoices or projects in one click.
Learn more about QuotesInvoicing
One-off and recurring invoices, reminders and online payment links.
Learn more about InvoicingProjects and time
Projects, tasks, timesheets and budgets with profitability per client.
Learn more about Projects and timeExpenses and purchasing
Bills, purchase orders, vendor management and reimbursable expenses.
Learn more about Expenses and purchasingHR
Employee records, roles, time off and onboarding for your team.
Learn more about HR
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