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Business software for consultants

Track an enquiry from first email to signed engagement to paid invoice, without the client's details living in three places.

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What Consultancies businesses open every day

The whole platform is included either way — these are simply the parts you'll live in.

  1. 01LeadsCapture leads from your website, work them through stages your team agrees on, and turn the ones that close into customers without re-entering a thing.
  2. 02QuotesPrice the work properly, send it as a PDF in your customer's language, and convert the accepted quote without retyping a line.
  3. 03CustomersOne customer, one record — with every quote, invoice, booking and note attached, so nobody has to ask around for the history.
  4. 04InvoicingSend a compliant invoice in your customer's language in under a minute — and keep every one of them in the same place as the customer, the product and the payment.
  5. 05IncomeRent, interest, a referral fee, a dividend — recorded with its category and VAT, so the money that never had an invoice is counted too.

Where does the work actually come from?

Every enquiry lands in one pipeline, whether it arrived through your website form, a referral or an email you logged yourself. You move it through the stages your practice actually uses, and the source stays attached — so after a few months you can see which channel is worth your time and which one you've been flattering.

A proposal that becomes an invoice

Write the quote with proper line items and tax, send it as a PDF, and convert the accepted one into an invoice without retyping a figure. The client record, the proposal and the invoice are the same thread, so when they ask what was agreed in March you can answer in a few seconds rather than searching your sent folder.

Know what a client is actually worth

Invoices roll up per client — what they've been billed, what's still outstanding and what they buy — and the time typed onto that client's project cards is totalled beside it. That answers the question most consultancies avoid: which clients pay well and on time, and which ones absorb a week a month for a fee that looked fine two years ago.

And everything else, included

There's no industry edition and no module you have to buy separately. Every plan includes every part of ERPFlow — what changes between plans is volume and team size, not which parts you can open.

All features

Consultancies — common questions

Does ERPFlow track billable hours?
Not as billable hours. ERPFlow's project cards can record the time spent on them, typed in rather than timed, with totals per project and per client — but there's no timer or timesheet, and hours don't turn into invoice lines. If you bill hourly you work the total out and enter it as a line on the invoice. Consultancies billing by day rate, retainer or fixed fee tend not to miss it; if you need per-minute tracking, keep the tool you have and use ERPFlow for everything after the total.
Can I invoice clients in another currency?
Yes, from the Growth plan: Growth adds one currency beside your own, and Business and Enterprise add any number. You invoice in the client's currency and your reporting stays in your base one, with rates from published central-bank data. Invoices also render as PDFs in 19 languages, set per client, so a German client gets a German invoice without you keeping a second template.
What if I already have years of client history?
Import it. CSV import covers customers, invoices, expenses and 17 other record types, so you can bring the history rather than starting from an empty list. The same format exports back out, so nothing you import gets locked in.

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Run your whole business in one place — and pay for it like a founder, not an enterprise.

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