Consulting sell hours without losing them
iERP for consulting runs the proposal, the project and the invoice in one workflow: the opportunity won in the CRM becomes a project, hours are logged and approved, milestones are invoiced without retyping anything and, along the way, it spots public grants for your clients. You run all of it from your Claude or ChatGPT.
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01 · CRM
Opportunity opened
InClient enquiry
OutNeed and budget
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02 · CRM
Proposal sent
InNeed and budget
OutScope and fees
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03 · CRM
Won
InScope and fees
OutClient and won opportunity
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04 · Projects
Project created
InClient and won opportunity
OutEngagement phases and milestones
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05 · Projects
Hours logged
InEngagement phases and milestones
OutTeam timesheets
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06 · Projects
Milestone delivered
InTeam timesheets
OutHours approved by the lead
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07 · Finance
Milestone invoice
InHours approved by the lead
Out€8,400 invoice
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08 · Finance
Paid
In€8,400 invoice
OutPayment reconciled
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09 · Public sector
Grant for the client
InPayment reconciled
OutA call that fits them
One record from start to finish: nothing is typed twice · Sample data
Month end, in one conversation
The account lead asks, the director decides: unbilled hours, milestones about to fall due, pending proposals. Your assistant crosses CRM, Projects and Finance and gets it ready.
Your assistant · connected to iERP
Which October hours are still unbilled, and which clients are they for?
- → projects · approved unbilled hours
- → crm · clients and terms
- → finance · draft invoices
214 approved hours across 5 projects; most of them, 86 h, for Construcciones Lera. Shall I draft the five invoices for you to review?
Yes, go ahead Review
5 drafts ready to review
Sample data
4 modules. Why each one.
The same client everywhere: what is sold in the CRM is what is delivered in Projects and what is invoiced in Finance.
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Prospecting, proposals and opportunities, with the client's full history. Clients · opportunities · campaigns
CRM
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Each engagement with its phases, milestones and logged and approved hours. Tasks · milestones · hours
Projects
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Invoices by milestone or by hours, tracks payment and forecasts cash. Invoices · payments · cash
Finance
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Spots grants and tenders that fit your clients: one more service to offer them. Radar · tender documents · applications
Public sector
Sample data
Hours, in plain sight
Everyone logs their hours to the project and the lead approves them. At a glance you see who is up to date this week and which timesheet is missing before you invoice.
Sell, deliver and invoice. One price.
- Public sector €59 / month
- Finance €15 / month
- CRM €15 / month
- Projects €15 / month
- People Required by Projects €15 / month
- Volume discount · −20% −€24
- Users · 10 €50 / month
- Connector to your AI (MCP) Included
This industry's modules, 10 users and the connector to your AI, per month.
€145/ month
Paying annually: €118 per month.
Every user costs the same, whatever they use. Prices exclude VAT.
Frequently asked
Do I need all four modules to start?
No. The usual start is CRM, Projects and Finance, adding Public sector if you want to offer grants to your clients. Projects relies on People, which sign-up adds automatically.
Can I invoice by hours and by milestones at the same time?
Yes. Each project can be invoiced by closed milestones or by the period's approved hours; either way the invoice is drafted so you can review it before issuing.
How does Public sector help a consultancy?
It alerts you to the grants and tenders that fit each client's profile and reads the terms for you. You can offer them as one more service, with their own opportunity in the CRM.
Does each consultant use their own assistant?
Yes. Each person connects their Claude or ChatGPT to their iERP user, via OAuth or a personal token, and their assistant only sees the projects and clients assigned to them.