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Professional Services & IT

ERP Software for Consulting Firm

Manage engagements, consultants, expenses and milestone billing. ApnaERP brings every department of your consulting firm business onto one cloud-powered platform with real-time visibility.

Consulting Firm dashboard
Utilisation
Realisation rate
Proposal win rate
Live, role-based dashboards on web and mobile
Industry-specific modules

Key functional modules for Consulting Firm

Purpose-built features that handle the workflows unique to consulting firm operations, on top of a complete ERP core.

Engagement management

Proposals and engagements.

Consultant staffing

Assignments by skill.

Expense claims

Travel and engagement expenses.

Milestone billing

Invoices by milestone.

Knowledge repository

Templates and deliverables.

Need something specific?

Every consulting firm business is different. We configure forms, approvals and reports to match yours.

Discuss your process
Common challenges

Problems ApnaERP solves in professional services & IT

Businesses like yours usually come to us when spreadsheets and disconnected software start slowing growth.

  • Billable hours are logged late or not at all
  • Project budgets overrun without early warning
  • Invoices are raised late, slowing cash flow
  • Resource allocation is managed on spreadsheets
Measure what matters

KPIs you can track for Consulting Firm

UtilisationLive dashboard
Realisation rateLive dashboard
Proposal win rateLive dashboard

Professional Services & IT capabilities included

Projects & tasksProject plans, milestones and task assignments.
TimesheetsDaily time entry with approvals and billable flags.
Billing & retainersTime-based, milestone and retainer invoicing.
Utilisation analyticsUtilisation, realisation and profitability reports.
Complete ERP core

Everything else your business needs, already included

Your consulting firm modules sit on a full ERP foundation, so accounts, stock, purchase, sales and people are always in sync.

Accounting & GSTLedgers, GST returns data, TDS, and e-invoice and e-way bill integration via GSP.
Inventory & WarehouseMulti-location stock, batches, serials and reorder alerts.
Purchase & VendorsIndents, purchase orders, GRN and vendor payments.
Sales & CRMLeads, quotations, orders, invoices and collections.
HR & PayrollAttendance, leave, payroll and statutory deductions.
Reports & DashboardsReal-time MIS, drill-down reports and Excel export.
Mobile AppApprovals, reports and field operations on the go.
Role-Based SecurityUser rights, approval limits and a complete audit trail.
Implementation

Go live with confidence

A structured implementation designed around your consulting firm team, not a one-size-fits-all rollout.

1

Requirement study

We map your processes, documents and reports with your team.

2

Configuration

Masters, workflows, approvals and formats set up for your business.

3

Data migration

Opening balances, items, customers and vendors imported and verified.

4

Training & go-live

Hands-on training for every department and go-live support.

FAQ

Questions about ApnaERP for Consulting Firm

Yes. ApnaERP for Consulting Firm includes engagement management, consultant staffing and expense claims, alongside core accounting, inventory, purchase, sales and payroll, all configured to your workflow.

Owners and managers can track utilisation, realisation rate and proposal win rate on live dashboards, together with sales, purchase, stock and receivables reports.

Yes. An optional client portal shows milestones, documents and invoices.

Yes. Recurring retainers, milestones and time-and-materials billing are all supported.

Get a free demo

See ApnaERP configured for consulting firm. Our expert will call you back.

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Ready to modernise your consulting firm business?

Get in touch with our ERP experts today for a personalised live walkthrough and custom pricing for your business.