Consulting Firm Solution

Run client engagements from opportunity to project delivery and billing.

Consulting firms can connect CRM opportunities, project teams, timesheets, procurement, invoices and management reporting.

All Industries

Where it helps

  • Convert customer and opportunity context into project delivery.
  • Assign consultants using staff profiles, skills and availability.
  • Track project finance, payment milestones and documents.
  • Use timesheets and support tickets for engagement control.

Recommended modules

CRM PMO HRMS Accounting Helpdesk

Module mix can be adjusted by tenant package, user role, rollout phase and operational priority.

Ready for a closer look?

See how ERP4SME connects projects, people, finance and operations for Malaysian organisations.