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 currencies 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. Sell services expertly with the best ERP software in USA.

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.

Subscription

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.

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.

Help desk

Usually, a services company will get more issues than a product company. We understand this, so we’ve created lots of features to organize and manage incoming issues.

With features like ‘Append To’, issues are automatically created in ERPNext when customers email issues to a configured email address. Classify issues by leads, projects, or companies. Record quality with information like minutes to first response and service level agreement.

Book a consultation

We’re here to help you achieve your business goals with expert guidance and tailored solutions. Don’t wait to unlock your business’s full potential.

Reach Out Now

info@erpnextusa.com