ERP for consulting firms: sell, deliver, get paid — one system
A consulting firm is a pipeline attached to a calendar. Every engagement starts as a proposal, becomes weeks of delivery, and ends — hopefully — as a paid invoice. When those three stages live in three tools, partners spend Friday afternoons reconciling instead of selling.
ERP Mobi connects the stages: CRM for prospects and referrals, proposals from a catalog of your offerings, and finance that tracks which engagements have been billed and paid.
Common friction in small firms
Patterns we see across boutique consultancies:
- Referral-driven pipeline with no systematic follow-up
- Proposals that vary in quality depending on who wrote them
- Unbilled work discovered at quarter end
- Client payment behavior invisible until it's a problem
How ERP Mobi fits consulting
Keep every prospect and referral in the pipeline with next-step activities, so follow-up is systematic rather than heroic. Standardize offerings in the service catalog so proposals go out fast and consistent. Then let receivables show engagement-by-engagement what has been invoiced and what is overdue.
Frequently asked questions
Can partners see everything while consultants see their own deals?
Yes. Role-based permissions support exactly that split.
Does it manage project delivery too?
ERP Mobi focuses on the commercial and financial sides — pipeline, proposals, billing. Activities cover engagement follow-ups; deep project management stays in your delivery tool of choice.
How fast can a small firm start?
Same day. Create the account, add clients and offerings, and record your open proposals.