ERP for professional servicesfrom proposal to paid hours
Win the client, deliver the project, log the hours and invoice without chasing spreadsheets.
What should a professional services firm look for in an ERP?
Service firms sell time and expertise, so the system must connect the sales pipeline, contracts, projects, timesheets and invoicing. With everything in one ERP, partners see which clients and projects are profitable and teams spend less time on admin.
ERP Instfy, cloud ERP by Instfy. Updated 2026-10-04.Common problemsand how ERP Instfy solves them
CRM, projects, timesheets, contracts, invoicing and accounting for consulting, legal, accounting and other professional services firms.
Hours not billed
Timesheets tie hours to projects and clients, ready for invoicing.
Scattered contracts
Contracts with values and dates are stored with the client in the CRM.
Slow month end
Invoices and expenses post to accounting as they happen.
The modulesthat matter most
Start with these and add others whenever the operation asks for it.
- CRMCapture leads, move deals through your pipeline and keep contracts and conversations next to the invoices and projects that follow.
- Projects & TasksPlan the work, assign tasks, log hours and see progress and cost per project, all connected to the client and the invoice.
- Accounting & FinanceRecord every sale, bill and payment once and see profit, cash flow and balances update in real time.
- HR & PayrollFrom the job posting to the monthly payslip, every employee record lives in one profile that managers, HR and finance can trust.
Frequently askedquestions
Can I track billable hours?
Yes. Team members log time per project and task in timesheets.
Can I send proposals and estimates?
Yes. Estimates convert into invoices once approved.
Can clients see their projects?
Client access can be granted according to the permissions you set.
Other industries
See how other sectors use ERP Instfy.
Learn the system
Step by step guides for every module in English, Portuguese and Spanish.
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