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Professional Services & IT

ERP Software for Market Research Agency

Manage studies, fieldwork, respondents and project billing. ApnaERP brings every department of your market research agency business onto one cloud-powered platform with real-time visibility.

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Market Research Agency dashboard
Fieldwork completion
Project margin
Delivery timeliness
Live, role-based dashboards on web and mobile
Industry-specific modules

Key functional modules for Market Research Agency

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

Study management

Projects and timelines.

Fieldwork tracking

Interviews by location.

Respondent incentives

Incentive payments.

Data processing tasks

Coding and analysis tasks.

Project billing

Milestone invoices.

Need something specific?

Every market research agency 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 Market Research Agency

Fieldwork completionLive dashboard
Project marginLive dashboard
Delivery timelinessLive 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 market research agency 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 market research agency 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 Market Research Agency

Yes. ApnaERP for Market Research Agency includes study management, fieldwork tracking and respondent incentives, alongside core accounting, inventory, purchase, sales and payroll, all configured to your workflow.

Owners and managers can track fieldwork completion, project margin and delivery timeliness 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

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Ready to modernise your market research agency business?

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

Call +91 91194 31984 help@apnaerp24.com