Professional Services

ERP Solutions for Professional Services Industry

As a provider of professional services, it’s your job to keep track of all projects, employees, and customers to ensure all client needs are met or exceeded. Maintaining visibility into every stage of a relationship or project can be a challenge without the appropriate software in place.

NetSuite and Sage ERP have tools in place to help you estimate project hours and workload, track time, and maximize your customer relationships, ensuring positive word of mouth whenever possible.

Manage Client Data

Save time and improve client relations by providing remote access to relevant documents through a secure logon.
Gain real-time access to all your customer data, including projects, payments, correspondence, and contact history, allowing you to generate new opportunities and build long-lasting, loyal customer relationships.
Access all project information for each client and make decisions quickly based on trends through real-time business intelligence and alerts.

Track Projects, Time, and Employee Progress

Save time and ensure accuracy by scheduling jobs, employees/contractors, tasks, equipment, and other resources from a single location, which also lets you view workloads, plan ahead, allocate and reschedule resources, record time entries, and manage conflicts.
Ensure precise billing by tracking the exact amount of time each spends on individual projects.
Increase the accuracy of project forecasting with built-in Excel-based reports.

Streamline Business Processes

Streamline operations by eliminating manual, time-consuming processes.
Reduce administration costs and improve efficiencies with automated financial management.

Success Story:

“Sage ERP MAS 90 has given us tremendous flexibility. I’m now able to provide the owner with a line-by-line chart of accounts for both of our business entities.”…read more »