ERP for Service & Consulting Firms
From proposal to project to recurring retainer, with profitability in view.
Imagine this
A prospect fills your website form on Friday. By Monday you have sent a branded proposal and watched it get opened. After acceptance, a project is created from your template, the team logs time, and at the milestone an invoice is raised from the work done. Three months on, a retainer renews automatically and a support ticket is answered from the knowledge base.
See it for my businessWhat is on your mind
The worries we hear most from businesses like yours — and the plain answer to each.
“Projects overrun and I only find out at the end.”
Budget against actual and milestone progress are visible while the project runs, so you can renegotiate scope or reassign work in time.
“Billing is always late because we chase hours.”
Time and billable expenses are logged against the project and flow directly into invoices, shortening the gap between work and cash.
“Renewals and retainers slip through the cracks.”
Contracts carry expiry alerts and subscriptions bill recurring work automatically, so revenue does not lapse quietly.
A realistic plan, one step at a time
You do not need to switch everything on at once. Most businesses move in these phases.
Sell
Win work professionally and invoice it promptly.
- Lead pipeline
- Proposals
- GST invoices
Deliver
Run projects with visible progress and honest numbers.
- Projects and templates
- Time tracking
- Expense capture
Retain and grow
Keep clients longer and support them well.
- Contracts and renewals
- Support desk
- HR and payroll
Start small. Grow without migrating.
Things you will stop doing
Common questions
Which plan includes projects?
Starter and above include Projects and full invoicing.
Can clients log in to see progress?
Yes. Customer-visible tasks and a portal give clients visibility.
See how others use Viamione
See Viamione with your own workflows
Book a tailored walkthrough. We map your processes to modules and recommend a plan.