Projects & Tasks
Coordinate project milestones, timesheets, budgets and delivery.
ProjectsMilestonesTimesheetsSuggested for Agencies & ConsultanciesAGENCIES & CONSULTANCIES ERP · HELP & DOCUMENTATIONAgencies & Consultancies ERP.
Agencies & Consultancies ERP.
Help for every MicroERP.
Manage client work in one place. Open any MicroERP from your Agencies & Consultancies workspace; the guides below show what each one covers and every screen in it.
16 SUGGESTED MICROERPSStart here
Start here
for Agencies & Consultancies.
These MicroERPs match the everyday work in Agencies & Consultancies. Your role decides which ones you can open.
Resource Planning
Review capacity, allocations, bench and team utilisation.
CapacityAllocationsUtilisationSuggested for Agencies & ConsultanciesCRM & Sales
Track leads, opportunities, follow-ups and the sales pipeline.
LeadsPipelineFollow-upsSuggested for Agencies & ConsultanciesCustomer Success
Maintain customer accounts, relationships, account health and history.
AccountsHealthRelationshipsSuggested for Agencies & ConsultanciesPresales & Proposals
Prepare bids, estimates, solution proposals and presales handovers.
BidsEstimatesProposalsSuggested for Agencies & ConsultanciesAppointments & Bookings
Coordinate service appointments, availability and customer bookings.
CalendarBookingsAvailabilitySuggested for Agencies & ConsultanciesCustomer Support
Assign tickets, track response obligations and resolve escalations.
TicketsSLAsEscalationsSuggested for Agencies & ConsultanciesFinance
Manage the chart of accounts, journals, ledgers and period close.
AccountsJournalsLedgersSuggested for Agencies & ConsultanciesBilling
Organise invoices, payment schedules, receipts and collection follow-ups.
InvoicesReceiptsCollectionsSuggested for Agencies & ConsultanciesExpenses
Review expense claims, policy checks, approvals and reimbursements.
ClaimsApprovalsReimbursementsSuggested for Agencies & ConsultanciesHR & People
Keep employee records, lifecycle events and people documents together.
EmployeesLifecycleDocumentsSuggested for Agencies & ConsultanciesAttendance & Leave
Coordinate shifts, attendance, leave balances and regularisation.
AttendanceShiftsLeaveSuggested for Agencies & ConsultanciesPayroll
Prepare salary structures, pay runs, payslips and deduction records.
Salary structuresPay runsPayslipsSuggested for Agencies & ConsultanciesForms & Approvals
Collect structured requests and follow review and approval steps.
FormsRequestsApprovalsSuggested for Agencies & ConsultanciesAnalytics & Reports
Review business dashboards, KPIs, reports and management exceptions.
DashboardsKPIsReportsSuggested for Agencies & ConsultanciesDocuments & Records
Organise business documents, records, versions and controlled access.
DocumentsRecordsVersionsSuggested for Agencies & Consultancies24 MORE MICROERPSEverything else
Everything else
in your workspace.
Sales & customer
Point of Sale
Manage counter sales, checkout and everyday store billing.
CheckoutSalesReceiptsMemberships
Manage membership plans, member records, dues and renewals.
MembersPlansRenewalsWebinars & Training Events
Coordinate webinar programmes, registrations, educators and event operations.
WebinarsRegistrationsEducatorsProcurement & stock
Inventory
Keep stock items, warehouses, movements and reorder levels organised.
StockWarehousesMovementsOrders & Fulfilment
Keep customer orders, fulfilment progress and delivery work organised.
OrdersFulfilmentDeliveryCourier & Shipments
Manage parcel bookings, pickups, shipment tracking, rates and collections.
BookingsTrackingCollectionsProcurement
Track requisitions, supplier orders, receipts and purchase matching.
RequisitionsPurchase ordersReceiptsVendor Management
Organise vendor onboarding, compliance documents and scorecards.
VendorsOnboardingScorecardsProduction & Job Work
Plan production work, materials, job cards and manufacturing operations.
ProductionMaterialsJob cardsPeople & work
Recruitment
Follow requisitions, candidates, interviews and offers through hiring.
CandidatesInterviewsOffersPerformance Reviews
Manage goals, review cycles, calibration and performance records.
GoalsReviewsRatingsLearning & Training
Organise courses, enrolments, completions and certifications.
CoursesEnrolmentsCertificationsAssets & service
Governance & analytics
Organisation Management
Maintain legal entities, departments, locations and organisation structure.
EntitiesDepartmentsLocationsContracts & Obligations
Track contracts, statements of work, renewals and obligations.
ContractsRenewalsObligationsCompliance
Organise frameworks, controls, evidence and attestation cycles.
FrameworksControlsEvidenceRisk Management
Review risk registers, scoring, treatments and residual risk.
RisksScoringTreatmentsInternal Audit
Coordinate audit plans, findings, remediation and verification.
AuditsFindingsRemediationLegal Operations
Keep matters, counsel, disputes and filing work organised.
MattersCounselFilingsSoftware delivery
Security Operations
Track incidents, vulnerabilities, access reviews and security policies.
IncidentsVulnerabilitiesAccess reviewsSoftware Delivery
Coordinate requirements, sprints, releases and change traceability.
RequirementsSprintsReleasesSoftware Quality Assurance
Organise test cases, test plans, runs, defects and coverage.
Test casesTest runsDefectsDevOps & Deployments
Review environments, pipelines, deployments and rollback history.
EnvironmentsPipelinesDeploymentsPrefer the website? General documentation, manuals and demos.