ERPNext For Services Based Business.

ERPNext will help your services company run more efficiently. Manage and bill various projects, schedule maintenance schedules and visits, and more.

A 360-Degree View Of Your Business

Assign specific account managers, Tax IDs, and tax categories to facilitate automatic tax calculation. Use several currencies for your international clients, and the conversion rates will be automatically calculated.

Create a loyalty program to strengthen your relationship with your clients. Store a customer’s many contacts, emails, and phone numbers. Set a credit limit for clients to prohibit additional sales to those with large tabs.

Our exciting features

Prosper ERP is simple, scalable, and designed to allow you to focus more on your business rather than on the technology that runs it.

Campaigns

Using the technology, you can generate exciting emails and execute marketing campaigns. Create groups, do A/B testing, and increase customer conversions.

Help Desk

Respond immediately to issues. Configure an email address to generate issues for incoming messages automatically. Classify issues according to leads, priority, projects, and organizations.

Service Level Agreement (SLA)

Establish and maintain service standards. Define customer expectations, priority levels, and covered and uncovered items. SLAs can be configured to apply to issues automatically.

Warranty

Manage maintenance and warranty terms. Determine whether items qualify for valid claims, specify resolution and customer information, and schedule required maintenance visits.

Maintenance

Schedule a maintenance visit when off-site maintenance cannot be performed. View the task's status, assigned individual, item details, and maintenance type. Schedule routine maintenance visits at predetermined intervals and views all tasks on the dashboard.

Accounting

Manage sales in several currencies while the system handles currency conversions. Create invoices, manage accounts receivable, establish payment reminders, automate journal entries, do bank reconciliation, and view real-time data.

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Pricing and Billing

Manage the entire subscription billing lifecycle for your customers. Invoice your clients and conveniently pursue receivable payments with payment requests and notifications sent via email or SMS. Create bespoke invoice print templates (using Jinja or HTML) and quickly configure defaults.

Project Management

 

Effectively manage internal and external initiatives. Create and monitor tasks for your employees to keep them on their toes during crucial projects. Using the Time Sheets tool, you can bill your clients for the team you’ve deployed to their site.

Gantt charts and Kanban boards enable you to track and visualize tasks for a streamlined, comprehensive view of your progress.

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On-The-Fly Customizations

Develop your own open-source CRM application. Add custom fields to your forms to map your most essential data. Customize form behavior by automatically fetching values, hiding fields based on user roles, and creating unique print formats without writing a single line of code.

Contact Us To Request A No-Charge Business Process Assessment!

So Your Ready To Work Together?

207 - 835 - 4053
Technology has become essential for every modern business, transforming the way we do business. Allowing us to perform real-time logistics and being agile to meet the needs of our customers in a cost-effective way. Let us find the bottlenecks holding back your company. We can help you get control of the technology that runs your company. Drive revenue back to your business!

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Integrate with your favorite Apps

Erpnext comes with several integrations that help you connect to other applications you use to run your business.