Collecting every month without chasing anyone
Recurring invoicing is shipped: the month's fees are generated in one go, reviewed before issuing, and returned debits stay visible per family.
Partial coverage
Vertical
ERP for training centres and academies
Acquisition, month-by-month collection and support for families already work; the diary of seats and enrolments is the vertical still missing.
A training centre attracts students, collects every month and looks after families. In iERP, CRM — leads and follow-up —, Finance — enrolment, recurring fee, arrears and treasury — and Support — every enquiry as a ticket with its history — are shipped. Bookings, which is the diary of rooms, seats and enrolments, is declared in the catalogue and cannot be activated yet.
The day to day
The day-to-day it solves
What fills the front office of a centre every month, and which part iERP covers today.
A family's question, answered with context
Every enquiry comes in as a ticket attached to its record, with status, owner and history: the answer does not depend on who picked up the phone that day.
Keeping a lead from going cold
People interested in a course are tracked in CRM with their stage and their reminders, and the enrolment is invoiced from that same data.
Filling the seats of each group
The diary with availability, seats and enrolments is Bookings, the pending vertical. Today capacity is tracked elsewhere and what enters iERP is the enrolment and its payment.
The modules that cover it
The modules that cover the centre
Every card carries its real status and its page, so you can check for yourself which part is usable today and which is still coming.
Bookings
On the roadmap
Diary, spaces and resources with real-time availability and enrolments.
View module
CRM
In production
Customers, opportunities, pipeline and one-click conversion of a won deal into a project.
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Finance
In production
Invoicing with your own series, partial payments, treasury forecasting and a chained invoice register.
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Support
In production
Tickets with SLAs in minutes, reply templates and the customer conversation over email, fully traced.
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An example from the vertical
A round of enrolment invoicing, run by the AI
The request whoever runs the front office would make, and what the agent does with it.
The agent works with the permissions of whoever speaks to it, asks for confirmation before writing and leaves a trail of every action.
379 published actions an agent can execute in iERP.
Which families have two unpaid fees?
economico.factura_periodica_listar fees of the month
The month's batch is ready and, separately, the families with outstanding fees, so you can decide before anything is issued.
- Prepare the monthly invoicing of enrolments.
- Which leads for the September course have still not replied?
Partial coverage
What is not there yet
Bookings is missing: diary, rooms, seats and enrolments. It is declared in the product catalogue and cannot be activated in a workspace yet. Acquisition, collection and support, on the other hand, work today with CRM, Finance and Support. If you need the vertical, tell us: we prioritise by real demand.
Questions about education
What people ask before booking a demo.
Yes, today: the enrolment is invoiced and the monthly fee is issued with the recurring invoicing in Finance, which is shipped, with arrears and returned debits tracked per family.
Shall we look at your courses?
Half an hour on your day to day: what you can use now and what would wait for the vertical.
Available in: Professional