Knowing whether a project makes money before it closes
Booked hours, the cost of people and the invoice sit in the same system: the margin is read on the project record and not on a spreadsheet someone updates on Fridays.
Full coverage
Vertical
ERP for professional services
From opportunity to project, from project to hours and from hours to invoice, without retyping anything.
A consultancy, a studio or a practice work with four things: customers, projects, people and invoices. The four modules that cover them in iERP — CRM, Projects, Human resources and Finance — are shipped, with AI agents on that same data. It is the only vertical covered end to end with activatable modules today: nothing here waits on a vertical.
The day to day
The day-to-day it solves
What repeats every month in a services firm, and how iERP covers it today.
Sold work lost in the handover
A won opportunity becomes a project with its customer, its amount and its owner in one step, and everything discussed with the customer stays one click away.
Invoicing what was actually done
The invoice is issued from approved hours and certified milestones, with your own series, partial payments and a chained register; nobody reconstructs the month from memory.
Holidays and staffing without a manual calendar
Absences, time tracking and the working calendar live next to project staffing, so booking someone takes into account who is away that week.
The modules that cover it
The four modules that cover it, all shipped
Every card carries its real status and its page. In this vertical all four are shipped: they activate in the workspace and are usable from day one.
CRM
In production
Customers, opportunities, pipeline and one-click conversion of a won deal into a project.
View module
Projects
In production
Portfolio, milestones, tasks, time booking, certifications and project economics.
View module
Human resources
In production
Headcount, contracts, absences, clock-in, recruitment, development and the employee portal.
View module
Finance
In production
Invoicing with your own series, partial payments, treasury forecasting and a chained invoice register.
View module
An example from the vertical
A quarter-end close, run by the AI
The request whoever runs the firm 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 projects are going to close in the red this quarter?
proyectos.rentabilidad_consultar projects at risk
I have sorted by overrun the projects running below the expected margin, with the extra hours each one is carrying and who is booking them.
- Invoice this customer's approved hours for July.
- Who has approved holidays in August and which projects are they on?
Questions about professional services
What people ask before booking a demo.
Yes, and it is the only vertical we can say that about today: CRM, Projects, Human resources and Finance are shipped and activate in the workspace from day one. Nothing in this vertical depends on a pending module.
Shall we look at your projects?
Half an hour on your day to day, with the four modules this vertical needs already shipped.
Available in: Professional