Keep client details together
Organize company profiles, contacts and addresses.
FINAXONE / INDUSTRIES / PROFESSIONAL SERVICES
More time for your work. A clearer view of your business.
Manage customer relationships, billing, expenses and your team in FinaxOne.
ERP FOR PROFESSIONAL SERVICES
Bring the daily work
into one picture.
Professional-service businesses need their customer records, billing and people administration to keep pace with client work. FinaxOne provides connected tools for quotations, invoices, expenses, customer relationships and payroll.
Start with the modules relevant to your business, then explore the connections between accounts, customers, stock and people.
AN EXAMPLE OF THE EVERYDAY FLOW
From the first record
to the bigger picture.
Agree the engagement
Prepare quotations and customer orders.
Manage billing
Create invoices, recurring transactions and payment reminders.
Support your team
Use employee, attendance, expense and payroll workflows.
RELEVANT TO YOUR BUSINESS
Explore these workflows.
Sales & purchasing
Keep the journey from quotation to payment organized.
- Quotations and estimates
- Sales orders
- Proforma invoices
- GST sales invoices
- Recurring invoices and orders
- Purchase orders and purchase invoices
CRM, sales & service
Keep customer relationships and after-sales work connected.
- Company and customer profiles
- Multiple contacts per company
- Business and contact addresses
- Sales leads and follow-ups
- Field sales and marketing agents
- Agent expense tracking
Human resources & payroll
Bring employee administration, attendance and payroll together.
- Employee records and documents
- Employee logins
- Recruitment and interviews
- Daily and monthly attendance
- Biometric and device logs
- Leave requests and attendance regularization
A LITTLE MORE CLARITY
Questions for professional services.
Can we use recurring invoices?
FinaxOne includes recurring invoices and orders. Ask the team to walk through the recurring billing workflow you need.
Which modules should our business start with?
Explore Sales & purchasing, CRM, sales & service, Human resources & payroll. The right configuration depends on your actual workflows; review your requirements and plan with the team.
Can we see our workflow before choosing a plan?
Yes. Book a personalized demo and describe your current processes, the tools you use and the work you want to connect. The team can walk through the relevant modules and confirm your requirements.
THE COMPLETE BUSINESS PICTURE
Go beyond a
single task.
FinaxOne brings GST accounting, billing, inventory, order management, HRM, CRM and MRP into a complete ERP. Choose the modules relevant to your business.
Explore FinaxOne ERP →EXPLORE BY BUSINESS
More ways to use FinaxOne.
Explore 18 business categories,
with workflows tailored to the way you work.
Service providers
Connect quotations, customer billing, payments and your team in one ERP.Explore solution →
Traders
Manage the everyday flow of a trading business, from purchase orders to customer receipts.Explore solution →
Wholesalers
Keep orders, inventory and customer accounts in view as your business grows.Explore solution →
Retail stores
Bring billing, stock, purchases and accounting into the same business workflow.Explore solution →
Manufacturers
Bring materials, production, inventory and commercial operations together with FinaxOne.Explore solution →
Ecommerce businesses
Use ecommerce integration to manage orders from different portals alongside invoicing and centralized stock tracking.Explore solution →
Distributors
Organize purchasing, inventory, sales orders and accounts in a complete ERP.Explore solution →
Professional services
Manage customer relationships, billing, expenses and your team in FinaxOne.Explore solution →
Repair & maintenance services
Bring customer accounts, service workflows and billing together.Explore solution →
IT & software businesses
Bring customer accounts, billing, people and payroll into one complete ERP.Explore solution →
FMCG & grocery
Manage grocery and FMCG purchases, billing, inventory and accounts in one ERP.Explore solution →
Apparel & textiles
Connect apparel purchases, stock, customer orders and billing.Explore solution →
Electronics & appliances
Manage electronics stock, sales, purchasing and customer service workflows.Explore solution →
Hardware & building materials
Organize hardware purchases, inventory, orders and business accounts.Explore solution →
Furniture businesses
Manage furniture sales and inventory, with MRP workflows for manufacturers.Explore solution →
Packaging businesses
Connect packaging inventory, purchasing, orders and manufacturing workflows.Explore solution →
Auto parts & accessories
Manage spare parts inventory, supplier purchases and customer billing.Explore solution →
Warehousing
Organize inventory, stock transfers, orders and business accounting.Explore solution →Let’s talk about your workflow.
See how FinaxOne can fit your business requirements.
Request a personalized demo →
