Consulting firms

The integrated ERP & project platform for consulting firms. Sales, projects, capacity planning, billing & controlling in one system.

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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

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  Transparent pipeline & clearly managed sales processes
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  Automated quotation & order processes
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  Predictable capacity & optimal resource allocation
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  Ongoing costing for full financial control
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  Mobile time tracking incl. stopwatch & budget limits
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  Automated project billing without manual steps
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  Integrated financial accounting for smooth bookkeeping
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  Business intelligence for data-driven decisions
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  Project evaluation & forecasts in real time

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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:

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  Unclear lead and sales processes
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  Time-consuming quotation and order processes
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  Difficult resource and capacity planning
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  Project progress not visible in real time
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  Billing delays & manual processes
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  Lack of transparency regarding budgets, time, costs & profitability
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  Separate systems for CRM, project management & financial accounting

The result:

Growth becomes a risk—rather than an opportunity.

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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.

Munich Consulting Group GmbH

How the implementation works

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  Analysis of your consulting & project structures
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  Configuration of your end-to-end processes
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  Integration of existing systems & data migration
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  Training for sales, consulting & finance
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  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.

Complimentary initial consultation