โ† All modulesยทSTARTER PLAN

ERP & Project Management

Projects, timesheets, contracts, and budgets โ€” all linked to billing.

End-to-end project delivery from scoping through delivery and billing. Resources are allocated against budget, time is tracked to the minute, and every billable hour flows into the next invoice.

5
Sub-modules
6
Module integrations
30
Features

SUB-MODULES

Everything inside ERP & Project Management.

๐Ÿ—‚๏ธ

Projects

Full project management with phases, milestones, dependencies, and risk tracking.

  • โœ“Project phases & milestones
  • โœ“Task dependencies (Gantt)
  • โœ“Risk register & status flags
  • โœ“Project health dashboard
  • โœ“Client-facing project portal view
  • โœ“Gantt chart export
โฑ๏ธ

Tasks & Timesheets

Task assignment with time tracking that feeds directly into billing.

  • โœ“Task assignment with due dates
  • โœ“Timer-based time entry (start/stop)
  • โœ“Manual time entry with activity code
  • โœ“Timesheet approval workflow
  • โœ“Billable vs non-billable distinction
  • โœ“Timesheet export for client review
๐Ÿ“

Resources & Budgets

Allocate team members to projects and track spend vs budget in real time.

  • โœ“Resource allocation matrix
  • โœ“Availability calendar
  • โœ“Burn rate vs budget tracking
  • โœ“Over-budget alerts
  • โœ“Budget revision history
  • โœ“Earned value analysis
โœ๏ธ

Contracts

Statement of work, fixed-fee, and T&M contracts with renewal alerts.

  • โœ“Fixed fee, T&M, and retainer contract types
  • โœ“Statement of work attachment
  • โœ“Contract renewal alerts
  • โœ“Value vs drawn-down tracking
  • โœ“Contract status pipeline
  • โœ“Linked to CRM company record
๐Ÿš€

Onboarding

Structured client onboarding with checklist items, credentials sync, and progress tracking.

  • โœ“Onboarding checklist templates
  • โœ“Assignable items with due dates
  • โœ“Credential auto-sync to vault on completion
  • โœ“Client-visible progress indicator
  • โœ“Onboarding completion webhook
  • โœ“Link to CRM deal

REAL-WORLD WORKFLOWS

See it in action.

LIVE FLOW

Project Delivery โ†’ Invoice

Time logged on tasks becomes an invoice line automatically.

1
ERPProject scoped

Project created with phases, budget, and resource plan

2
ERPTime tracked

Engineers log time on tasks throughout delivery

3
BillingInvoice run

Monthly billing run picks up billable time entries per project

4
AccountingRevenue recognised

Invoice posted; revenue recognition rule runs on delivery