Consulting firms
The integrated ERP & project platform for consulting firms. Sales, projects, capacity planning, billing & controlling in one system.
The all-in-one solution for modern consulting firms
With our integrated platform, you can manage marketing, sales, quoting, projects, resources, billing, accounting and controlling in one end-to-end system—for efficient processes and maximum transparency.
Your benefits at a glance
- Transparent pipeline & clearly managed sales processes
- Automated quotation & order processes
- Predictable capacity & optimal resource allocation
- Ongoing costing for full financial control
- Mobile time tracking incl. stopwatch & budget limits
- Automated project billing without manual steps
- Integrated financial accounting for smooth bookkeeping
- Business intelligence for data-driven decisions
- Project evaluation & forecasts in real time
The challenges in consulting firms
Consulting firms are under significant pressure to deliver efficiency and transparency. Complex customer requirements, parallel projects and fluctuating capacity make day-to-day work challenging:
- Unclear lead and sales processes
- Time-consuming quotation and order processes
- Difficult resource and capacity planning
- Project progress not visible in real time
- Billing delays & manual processes
- Lack of transparency regarding budgets, time, costs & profitability
- Separate systems for CRM, project management & financial accounting
The result:
Growth becomes a risk—rather than an opportunity.
The solution – all consulting processes in one system
Our platform maps all end-to-end processes of a consulting firm in a fully integrated way.
CRM & lead management
Clear overview of leads, opportunities & pipeline
Sales & quotations
Standardized, fast and accurate quotation creation
Project management
Structured planning, management & budgeting
Resource & capacity planning
Optimal utilization & simulation functions
Time Tracking
Mobile app, stopwatch, budget alerts
Project billing
Automated invoicing including partial & final invoices
Financial Accounting
Integrated financial accounting & automatic postings
Controlling & reporting
Ongoing costing & project evaluation
Customer Support
Tickets & cases seamlessly linked to projects
Voices from the field
With the new solution, we can map our knowledge and services in a structured way and make them scalable. This increases efficiency for internal teams while also creating greater clarity for our customers.
How the implementation works
- Analysis of your consulting & project structures
- Configuration of your end-to-end processes
- Integration of existing systems & data migration
- Training for sales, consulting & finance
- Ongoing support & optimization
Ready to make your consulting firm more efficient and scalable?
With our all-in-one solution, you optimize sales, projects, resources and billing—and gain valuable time for your customers.