All Business Types

Technology & IT

Companies with physical stores or hardware sales

4 essential modules
10 recommended modules
8 roles
Free to start

Essential Modules

Core

These modules form the core of a complete Technology & IT setup.

Customers

Customer management with CRM features, lifecycle tracking, tags, and activity timeline

Free

Projects & Time Tracking

Project management, milestones and time tracking

Free

Tasks

Task management, calls, meetings and activities

Free

Invoicing

Invoice generation, numbering series, and payment tracking

Free

Recommended Modules

Optional

These modules add extra features to enhance your setup.

Support

Customer support ticket system with SLA tracking

Free

Contracts

Recurring contracts and service agreements with renewal tracking

Free

Staff

Employee profiles, documents, and organizational structure

Free

Quotes

Create and manage quotes, proposals and budgets

Free

Expenses

Expense tracking, suppliers, and purchase order management

Free

Knowledge Base & Wiki

Internal wiki, articles and knowledge management

Free

API & Webhooks

API keys, webhooks and external integrations

Free

Reports

Custom report builder with saved reports and scheduled delivery

Free

Live Chat

Real-time live chat with customers

Free

Subscriptions & Memberships

Recurring billing, plans and membership management

Free

Suggested Roles

8

Pre-configured roles for a Technology & IT business. Each role comes with the right permissions.

Contract Manager

Contracts

Manages contracts and document templates.

customers.view_* contracts.* doc_templates.*

Expense Manager

Expenses

Manages and approves expenses.

expenses.*

Support Agent

Help Desk

Handles support tickets and customer queries.

support.* customers.view_*

Accountant

Invoicing

Manages invoices and document templates.

invoicing.* doc_templates.*

Project Manager

Projects

Full access to projects and tasks.

projects.* tasks.*

Team Member

Projects

Views projects and manages own tasks.

projects.view_* tasks.*

Subscription Manager

Subscriptions

Manages subscriptions and customer plans.

subscriptions.* customers.view_*

Task User

Tasks

Creates and manages tasks.

tasks.*

Start your Technology & IT with ERPlora

Create your free account and set up your business in minutes. All essential modules are included at no cost.