CONSULTING & AGENCIES
ERP FOR CONSULTING FIRMS. PROJECT CLARITY. BILLING ACCURACY. FULL CONTROL
CONSULTING
ERP software for consulting firms and agencies that unifies projects, time tracking, billing, and resource planning, all in one system built for service-based work.
22%
Faster Invoicing Cycles
ERP automates time-to-invoice workflows, reducing delays between delivery and billing.
15%
Increase in Billable Utilisation
Real-time resource visibility helps firms allocate consultants more effectively.
30%
Reduction in Admin Time
Manual timesheets, approvals, and reporting are replaced with automated processes.
100%
Real-Time Margin Visibility
Real-Time Margin Visibility
LOREM IPSUM
Common Challenges in Consulting & Agency Operations
Consulting firms grow on expertise and billable time — but disconnected systems quickly erode margins, visibility, and control.
Typical challenges include:
× Chasing timesheets and manual approvals
× Inconsistent project margin tracking
× Disconnected CRM, project, and billing tools
× No real-time view of consultant availability
× Delayed or inaccurate invoice generation
× Limited forecasting of revenue and capacity
BENEFITS
Why Consulting Firms Need ERP Systems
Full Project Profitability Control
Track margins, costs, and revenue per project in real time instead of after delivery.
Better Resource Planning
See availability, utilisation, and workload across all consultants in one view.
Accurate, Automated Billing
Invoices are generated directly from approved time, milestones, or retainers.
Seamless Sales-to-Delivery Handover
Projects move from CRM to execution without rekeying or lost context.
“Gravitai handled our Odoo implementation seamlessly. The transition was smooth, fast, and perfectly aligned with how we work.”
Operations Director, Retail Client
CRM & Sales
Convert signed deals into live projects instantly.
Scope, pricing, and billing rules carry through automatically.
Billing & Invoicing
Support time-based, fixed-fee, retainer, and milestone billing models.
Invoices are accurate, consistent, and generated without manual effort.
Reporting & Dashboards
Track utilisation, margins, revenue, and forecasted capacity in real time.
Leadership gets a clear view of performance across clients and teams.
Project Management
Manage projects by phase, milestone, or deliverable with budgets and timelines built in.
All activity links directly to time tracking and billing.
Time & Expense Tracking
Consultants log time and expenses via web or mobile in real time.
Entries flow automatically into project costs and invoices.
Resource Planning
Schedule consultants based on skills, availability, and utilisation targets.
Avoid overbooking while maximising billable time.
KEY BENEFITS
Key ERP Modules for Consulting & Agencies
THE PROCESS
How ERP Supports Consulting Workflows
Sales closes a deal
The opportunity converts into a live project with scope, budget, and billing rules intact.
Resources are scheduled automatically
Consultants are assigned based on skills, availability, and workload.
Time and expenses are logged in real time
Entries are captured via web or mobile and tied directly to projects.
Invoices are generated automatically
Billing is created based on tracked time, milestones, or fixed fees.
Margins and utilisation update instantly
Leadership sees real-time profitability and capacity across the business.
EXPLORE ERP FOR CONSULTING FIRMS
Speak with an ERP expert about how a system built for consulting firms and agencies can improve margins, streamline time tracking, and give you full control over projects and people, no pressure, just practical advice.