Example: Professional services firms
How professional services firms run on MERP
MERP is a general ERP for service businesses. This page shows how a typical professional services firm uses the same modules every customer gets.
Common problems we hear
- Engagement letters, time and billing disconnected
- Write-offs invisible until year end
- Client documents scattered
A typical workflow
Step 1
Engage
Client record, quote or engagement terms, and a project.
Step 2
Record time
Timesheets with approval and billable rates by role.
Step 3
Bill
Time based or fixed fee invoices with reminders.
Step 4
Analyze
Realization, receivables and profitability by client.
Modules most used by professional services firms
Every plan includes the core modules. Nothing here is specific to one industry.
CRM
Track leads, clients and deals in one pipeline that feeds quotes and invoices.
Learn more about CRMInvoicing
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 timeAccounting
Double-entry books, bank reconciliation, taxes and financial reports.
Learn more about AccountingCustomer portal
A branded portal where clients accept quotes, pay invoices and see projects.
Learn more about Customer portal
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