ERP for Service Providers

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Streamline operations, projects, and client management with SIX ERP. Designed for consulting firms, agencies, and service providers, it automates workflows, optimizes resource planning, and centralizes billing & CRM—all in one powerful platform.

What is an ERP for Service Providers?

A Unified Platform to Automate Workflows, Manage Clients, and Optimize Service Delivery

An ERP for service providers is a centralized system designed to streamline operations, automate workflows, and enhance client management for businesses that offer professional, consulting, or field services. Unlike product-based industries, service providers rely on resource allocation, time tracking, project management, and client interactions to drive profitability. SIX ERP integrates all these key functions—from project planning and invoicing to CRM and contract management—into a single, easy-to-use platform. By automating repetitive tasks, improving collaboration, and providing real-time insights, SIX ERP helps service-based businesses increase efficiency, reduce operational costs, and deliver exceptional service experiences.

Streamline Operations & Automate Workflows

Eliminate manual tasks with automated scheduling, invoicing, and approvals, ensuring seamless service delivery.

Optimize Resource Management & Project Tracking

Efficiently allocate resources, monitor project progress, and track billable hours to maximize productivity and profitability.

Enhance Client Management & Service Quality

Centralize customer data, contracts, and communication to improve response times, strengthen relationships, and boost satisfaction.

“ The most customizable solution we found replacing our legacy CRM solution we worked with for too long. ”

Features of SIX ERP for Service Providers

Key functions to optimize operations and maximize efficiency

Missing Out on Potential Clients?

Capture, Nurture & Convert Leads Seamlessly

In the competitive services industry, every lead counts—but without the right system, potential clients slip through the cracks, follow-ups get delayed, and conversion rates drop. Manual lead management is time-consuming and inefficient, leading to lost opportunities and revenue.
With SIX ERP, you can automate lead capturing, centralize prospect data, and streamline follow-ups to ensure no opportunity goes to waste. Whether leads come from web forms, emails, social media, or direct inquiries, SIX ERP organizes, scores, and nurtures them automatically, so your sales team can focus on what matters—closing deals faster.

Automated lead collection from web forms, emails, and social media channels
Centralized lead database with real-time tracking & status updates
Lead scoring & qualification to prioritize high-value opportunities
Seamless CRM integration to manage the entire customer journey in one place
Automated follow-ups & smart notifications to keep leads engaged

Losing Deals Due to Slow Proposals?

Create Professional, Client-Ready Proposals in Minutes

Winning new clients starts with a strong, well-structured proposal—but creating them manually can be slow, inconsistent, and prone to errors. Delays in sending proposals mean missed opportunities, while poorly formatted documents can make your business look unprofessional.
With SIX ERP, you can generate polished, client-ready proposals in just minutes, ensuring consistency, accuracy, and faster approvals. From custom branding and integrated pricing to electronic approvals and automated follow-ups, SIX ERP streamlines the entire proposal process, helping you close deals faster and grow your business effortlessly.

Pre-built templates for fast and consistent proposal creation
Custom branding for a professional and personalized touch
Integrated pricing & service catalog for accurate quoting
Electronic approvals & digital signatures for faster deal closures
Automated follow-ups to track proposal status and client responses

Unclear Pricing and Scope?

Easily Generate Estimates & Proforma Invoices

When pricing is inconsistent or unclear, clients lose trust, projects get delayed, and revenue suffers. Misquoting services can lead to unexpected costs, disputes, and lost deals. Without a structured approach, businesses waste time manually adjusting estimates, increasing the risk of errors and miscommunication.
SIX ERP eliminates guesswork by allowing service providers to generate precise, transparent estimates and proforma invoices effortlessly. With predefined services, automated tax calculations, and easy client approvals, you can ensure accuracy, professionalism, and a smooth sales process—from first quote to final invoice.

Quick estimate creation with predefined services and pricing
Customizable proforma invoices for detailed cost breakdowns
Automatic tax & discount calculations to avoid errors
Easy client approvals with digital acceptance options
Seamless conversion into invoices for hassle-free billing

Struggling to Keep Track of Services?

SIX ERP Ensures Seamless Project & Service Execution

Managing service delivery without a clear structure leads to missed deadlines, scope creep, and frustrated clients. When tasks aren’t assigned properly, and progress isn’t tracked, projects fall behind schedule, teams lose efficiency, and customer satisfaction drops.
SIX ERP provides a centralized project execution framework that keeps everything organized, on track, and transparent. With predefined templates, task management, and real-time collaboration, service providers can execute projects smoothly, ensure accountability, and deliver outstanding results—on time, every time.

Project templates & workflows to standardize service execution
Task assignments & role-based access for clear accountability
Time tracking & progress monitoring to keep projects on track
Real-time collaboration tools to improve teamwork
Automated alerts & deadlines to ensure timely service delivery

Efficiency³ =
SIX ERP² × Simplicity.

Losing Control Over Tasks & Deadlines?

Get Full Visibility Over Projects & Tasks

Disorganized workflows and missed deadlines create bottlenecks, client dissatisfaction, and revenue loss. When teams lack clear task assignments and real-time tracking, projects spiral into chaos, priorities get mixed up, and efficiency drops.
With SIX ERP, you gain full control over tasks, deadlines, and workload distribution. From automated reminders and Gantt charts to team collaboration and billable hour tracking, SIX ERP ensures projects stay on schedule, teams stay productive, and service delivery remains flawless.

Task assignment & prioritization for organized workflows
Project dashboards & Gantt charts for real-time tracking
Automated reminders & deadline alerts to prevent delays
Team collaboration & file sharing for seamless communication
Time tracking & billable hours monitoring for accurate invoicing

Delayed or Lost Invoices?

Get Paid Faster with SIX ERP’s Smart Invoicing

Manual invoicing causes payment delays, accounting errors, and cash flow issues. Lost or overdue invoices affect revenue, while inconsistent billing frustrates clients and damages credibility. Without automation, businesses waste time chasing payments instead of focusing on growth.
SIX ERP eliminates invoicing headaches with automated billing, real-time payment tracking, and seamless financial management. With custom templates, instant payment integrations, and automated reminders, you can ensure timely payments, reduce errors, and improve cash flow effortlessly.

One-click invoice generation from completed projects
Customizable invoice templates for professional branding
Automated tax calculations to ensure compliance
Integration with online payments for instant transactions
Overdue invoice reminders to improve cash flow

Lack of Follow-Ups & No Performance Insights?

Track Metrics & Automate Follow-Ups

Success in the service industry depends on continuous improvement, client engagement, and data-driven decision-making. Yet, many businesses lack the necessary tools to track performance, analyze customer feedback, or follow up on key interactions. Without proper insights, companies miss growth opportunities, fail to identify inefficiencies, and struggle to maintain strong client relationships.
SIX ERP ensures your business stays ahead by providing real-time performance tracking, automated client follow-ups, and actionable analytics. With intuitive dashboards, custom KPI tracking, and automated reminders, service providers can make informed decisions, improve service quality, and nurture long-term client relationships—all while optimizing efficiency and profitability.

Real-time dashboards for financial & operational tracking, ensuring complete visibility into business performance
Client feedback & review tracking to identify service improvements and enhance customer satisfaction
Automated follow-up emails to maintain engagement and prevent missed opportunities
Performance reports & analytics to pinpoint strengths, weaknesses, and areas for optimization
Custom KPIs & goal tracking to align business strategy with measurable success

Inefficient Client Communication?

Enhance Customer Support with Smart Communications

In the services industry, clear and timely client communication is crucial. Missed emails, delayed responses, or poorly managed support requests can lead to frustration, lost business, and damaged reputation. When communication is unorganized, teams struggle to keep track of client inquiries, service requests go unanswered, and customer satisfaction declines.
SIX ERP provides a unified, intelligent communication system that ensures faster response times, organized customer interactions, and seamless issue resolution. By integrating email, chat, phone support, and automated ticketing, businesses can centralize client communication, track conversations, and provide a more personalized customer experience. With AI-powered tools, automated workflows, and SLA tracking, service providers can improve efficiency, meet commitments, and build stronger client relationships.

Unified communication platform integrating email, chat, and phone for seamless interaction
Automated service tickets & escalation management to prioritize and resolve issues quickly
AI-powered chatbots & FAQ automation for instant responses and 24/7 self-service support
Customer history tracking for personalized support and better client relationships
SLA tracking & reporting to ensure service commitments are met and exceeded

Automate Contracts, Secure Documents & Control Expenses – All in One Platform

The all-in-one solution when it comes to handling dependencies

Managing subscriptions, contracts, documents, and expenses manually can lead to missed renewals, compliance risks, and financial inefficiencies. SIX ERP automates contract management, document organization, and cost tracking, ensuring seamless operations, improved cash flow, and better financial oversight.
With SIX ERP’s subscription & contract management, businesses can automate renewals, track agreements in real time, and prevent billing errors, ensuring steady revenue and uninterrupted service delivery. A centralized document management system allows teams to store, access, and share critical business documents securely, eliminating the risks of lost files and compliance issues. Meanwhile, expense and cost tracking features provide real-time visibility into project budgets, preventing overspending and optimizing financial planning.

Automated contract renewals to prevent service disruptions
Secure cloud storage & role-based access for documents
Real-time tracking of expenses & budgets for financial control
Integration with invoicing & payment processing for seamless transactions
Multi-currency support & cost allocation tools for global operations

Compliance & Security

Protect Sensitive Data, Ensure Compliance & Safeguard Business Continuity

Service providers manage confidential client information, contracts, financial records, and sensitive business data, making security and compliance a top priority. Failing to comply with GDPR, industry regulations, or data protection laws can lead to legal penalties, reputational damage, and financial losses. Additionally, data breaches, unauthorized access, or accidental file deletions can compromise business continuity and trust.
SIX ERP provides a robust security framework that ensures data integrity, controlled access, and regulatory compliance. With encrypted document storage, role-based permissions, and full audit logs, businesses can protect sensitive information while maintaining complete transparency. Automated disaster recovery and backup solutions safeguard against data loss, ensuring that your company stays resilient, compliant, and operational—no matter what happens.

GDPR & regulatory compliance to protect client data and avoid legal risks
Encrypted document storage to prevent unauthorized access and data breaches
Role-based permissions to control access to confidential files
Audit logs & activity tracking for full transparency and accountability
Automated data backups & disaster recovery to prevent loss and ensure business continuity

SIX ERP – The All-in-One Solution for Service-Based Companies

Streamline Operations, Automate Workflows & Deliver Exceptional Services

Service-based companies operate in a fast-paced, client-driven environment, where efficiency, responsiveness, and organization are key to success. Managing projects, client communications, billing, and resource allocation across multiple tools creates disruptions, inefficiencies, and unnecessary costs. Without a centralized system, businesses struggle with inconsistent workflows, delayed invoicing, and poor visibility into operations.
SIX ERP is designed to eliminate silos and bring every aspect of service management into a single, seamless platform. From lead capturing and project execution to invoicing, customer support, and compliance, SIX ERP automates tasks, integrates data, and improves service delivery. With real-time analytics, intelligent automation, and built-in CRM capabilities, service providers can focus on delivering value to clients while maintaining full control over their business processes.

End-to-end project & task management to keep service execution on track
Automated invoicing & contract management for seamless billing and renewals
Integrated CRM & customer support tools to enhance client relationships
Real-time performance tracking & KPI monitoring to improve decision-making
Strong security, compliance & disaster recovery to protect business continuity

With SIX ERP, service-based businesses reduce manual effort, improve efficiency, and scale with confidence—all within a fully integrated, easy-to-use system.

Let’s Elevate Your Business Processes! 🚀

Curious about how an ERP can streamline your workflow? Need expert advice or a free demo? Call our friendly consultant today and discover how SIX ERP can transform your business!

📞 +35989.68.6829 – Let’s talk!

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