Sell services efficiently with the best ERP for the services industry
Run your services business better with ERPNext. Know your leads and customers, set up subscription plans for your services, build rapport with regular customers using a loyalty program, manage and bill multiple projects, set up maintenance schedules and visits, and much more.
Manage your customers
Assign dedicated account managers, Tax IDs and tax categories for automatic tax calculations. Use different currency for your overseas customers, and the exchange rates will be calculated automatically. Store multiple contacts, emails, and phone numbers against a customer. Set a credit limit on customers to prevent further sales for customers with a big tab. Set up a loyalty program to build rapport with your customers.
Better logistics in your services business
Running a services business has its own challenges — perhaps, even more than with running a product company. We provide hosting and support services ourselves, so we are very familiar with some of the pain areas in the services industry. ERPNext covers a multitude of features to help run your services business with some ease. Run campaigns for increased customer acquisition, create subscriptions for your services, reward regular customers with loyalty points, set maintenance visits and schedules, and manage projects, issues, and service level agreements.
Campaigns
Customer acquisition can be difficult, especially when you're starting out. With ERPNext's Campaign feature, you can send emails to multiple leads and manage each thread separately.
Learn MoreSubscription
Set up different subscription plans and assign them to customers. Set a trial period for your subscriptions. Taxes and discounts can also be added to your subscriptions, just like any other regular item. The subscriptions can be repeated at varying intervals, daily, monthly, or once per few years. After the trial, invoices will be generated automatically.
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Project management
Manage internal and external projects efficiently. Bill your customers for the employees you've sent to their site using the Time Sheets feature. Create and track tasks to keep your employees on their toes during important projects. Gantt charts and Kanban boards help you track and visualize tasks for a quick and easy holistic view of your progress.
Multi-currency accounting
Managing transactions in different currencies is simple with our ERP software. Send invoices and add expenses in any currency, and let the system convert them to your base currency. You can even see financial transactions and reports in multiple currencies.
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