Professional Services
Weddings, housekeeping, event agencies, and valets
Essential Modules
CoreThese modules form the core of a complete Professional Services setup.
Customers
Customer management with CRM features, lifecycle tracking, tags, and activity timeline
Invoicing
Invoice generation, numbering series, and payment tracking
Projects & Time Tracking
Project management, milestones and time tracking
Tasks
Task management, calls, meetings and activities
Contracts
Recurring contracts and service agreements with renewal tracking
Recommended Modules
OptionalThese modules add extra features to enhance your setup.
Quotes
Create and manage quotes, proposals and budgets
Expenses
Expense tracking, suppliers, and purchase order management
Staff
Employee profiles, documents, and organizational structure
Document Templates
Customizable document templates for receipts, invoices, and reports
E-Signatures
Electronic signature workflows and document signing
Leads
Sales pipeline and lead management with visual Kanban board
Reports
Custom report builder with saved reports and scheduled delivery
Accounting
Chart of accounts, journal entries, balance and P&L
Messaging
Customer communication via WhatsApp, SMS, and email with CRM automations
Knowledge Base & Wiki
Internal wiki, articles and knowledge management
Suggested Roles
10Pre-configured roles for a Professional Services business. Each role comes with the right permissions.
Bookkeeper
AccountingManages accounting records and budgets.
Contract Manager
ContractsManages contracts and document templates.
Document Editor
DocumentsCreates and manages document templates.
Expense Manager
ExpensesManages and approves expenses.
Accountant
InvoicingManages invoices and document templates.
Project Manager
ProjectsFull access to projects and tasks.
Team Member
ProjectsViews projects and manages own tasks.
Sales Representative
Sales PipelineManages own leads, creates quotes, logs activities.
Account Manager
Sales PipelineManages client relationships, contracts, and renewals.
Task User
TasksCreates and manages tasks.
Start your Professional Services with ERPlora
Create your free account and set up your business in minutes. All essential modules are included at no cost.
Other Business Types
Beauty & Wellness
Salons, spas, barber shops, and wellness centers
Retail & Commerce
Retail stores, boutiques, and shops
Hospitality & Restaurants
Restaurants, cafés, bars, hotels, motels, and catering services
Healthcare & Personal Care
Clinics, pharmacies, spas, beauty salons, and wellness centers