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Picking the right ERP for your professional services business can be a real headache, especially with so many choices out there. You want to streamline your operations, finances, and projects, but finding the perfect fit is tricky. That’s where I come in.

Using my knowledge in financial management and digital software, I tested and reviewed different solutions to help teams find the best ERP for professional services. With lots of hands-on experience with different ERP systems, my reviews can help you navigate the best options and secure the top software for your team. 

Why Trust Our Software Reviews

We’ve been testing and reviewing ERP software since 2023. As financial operators ourselves, we know how critical and difficult it is to make the right decision when selecting software.

We invest in deep research to help our audience make better software purchasing decisions. We’ve tested more than 2,000 tools for different finance use cases and written over 1,000 comprehensive software reviews. Learn how we stay transparent & our ERP software review methodology.

Best ERP for Professional Services Summary

Tools Price
Microsoft Dynamics 365 From $70/user/month
BQE Core From $7/user/month (billed annually)
Striven From $35/user/month (min 5 users)
Bitrix24 From $49/user/month (billed annually)
Infor Pricing upon request
VIENNA Advantage Pricing upon request
Vault ERP From $450/month
ERPNext From $50/user/month (unlimited users)
Deltek Vision Pricing upon request
Scoro From $26/user/month (min 5 seats)
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How to Choose ERP for Professional Services

As you work through your own unique software selection process, keep the following points in mind:

  • Scalability: Your chosen ERP software should handle an increasing number of projects, clients, and employees without compromising performance. For example, a small consulting firm that expands its client base will need an ERP that can manage more complex billing and project management tasks as it grows.
  • Integration Capabilities: An ERP that integrates well with tools for project management, customer relationship management (CRM), and financial reporting can help maintain data consistency and streamline workflows. For instance, a marketing agency might need its ERP to sync with its CRM to ensure client information is up-to-date across all platforms.
  • Customization: With customizable ERP systems, professional service teams can modify features and functionalities to align with your business needs. For example, a legal firm might need custom billing modules to handle different types of client agreements and fee structures.
  • User-Friendliness: Professional services firms often have employees with varying levels of technical expertise, so your ideal software should have an intuitive interface and provide adequate training resources. For instance, an architecture firm might benefit from an ERP with a user-friendly project management module that allows architects to track project progress and collaborate with team members.
  • Compliance and Security: An ERP with strong compliance and security features can help protect sensitive client data and avoid legal issues. For example, an accounting firm needs an ERP that complies with financial regulations and has encryption features to safeguard client financial information.

Choosing the right ERP for your professional services can transform your business by enhancing efficiency and decision-making. With the right guidance and a clear understanding of your needs, you'll find the perfect system to streamline your operations and drive success.

Best ERP for Professional Services Reviews

Below, I’ve put together a detailed analysis of different ERP systems specifically for professional services. It breaks down the pros and cons, highlights key features, and shows you the best ways to use each tool.

Best for integrations with other Microsoft products

  • 30-day free trial
  • From $70/user/month
Visit Website
Rating: 4.6/5

Microsoft Dynamics 365 is a cloud-based ERP solution designed to streamline business processes for small and medium-sized businesses. It excels in integrating with other Microsoft products, enhancing productivity and connectivity across various business functions.

Why I picked Microsoft Dynamics 365: Microsoft Dynamics 365’s unparalleled integration capabilities with other Microsoft products makes it a cohesive choice for businesses already within the Microsoft ecosystem. Additionally, its extensive customization options and user-friendly interface further solidify its position as the best for integrations.

Standout features & integrations:

Features include financial reporting, user-friendly dashboards, flexible order management capabilities, data integration with Microsoft 365, customizable workflows, strong data security measures, real-time data access, and multi-currency transactions.

Integrations include Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft OneDrive, Microsoft Teams, Shopify, Magento, PayPal, QuickBooks, Salesforce, Zoho CRM, Stripe, and Adobe Sign.

Pros and cons

Pros:

  • Extensive integration options
  • Multi-currency and multi-language support
  • Robust security and compliance

Cons:

  • Limited scalability for large enterprises
  • Complex setup

Best for time and expense tracking automation

  • 15-day free trial + free demo available
  • From $7/user/month (billed annually)
Visit Website
Rating: 4.5/5

BQE Core is an advanced ERP solution designed to streamline operations for professional services firms. It combines project management, accounting, and CRM tools to streamline operations and improve project outcomes.

Why I picked BQE Core: BQE Core helps teams automate time and expense tracking, which is a vital need for professional services companies. It stands out for its specialized features that simplify these processes, reducing manual effort and errors. Additionally, its automation capabilities ensure that firms can focus more on delivering quality services rather than getting bogged down by administrative tasks.

Standout features & integrations:

Features include project management, project accounting, reporting and analytics, billing and invoicing, mobile access, and expense tracking automation.

Integrations include QuickBooks, Xero, Salesforce, Google Drive, Slack, Microsoft Office 365, PayPal, Stripe, and Dropbox.

Pros and cons

Pros:

  • Comprehensive project management
  • Real-time expense capture
  • Automated time tracking

Cons:

  • May have a learning curve
  • Customization requires expertise

Best for all-in-one business management

  • 7-day free trial
  • From $35/user/month (min 5 users)
Visit Website
Rating: 4.5/5

Striven is an all-in-one ERP software for professional services business, offering tools for project management, accounting, and CRM. It helps firms streamline operations and increase profitability through comprehensive process automation.

Why I picked Striven: Striven stands out by offering features that cater to front and back-office needs, making it a versatile solution for various industries. It provides a centralized system that simplifies decision-making and improves overall business performance.

Standout features & integrations:

Features include process automation, built-in accounting, CRM, time tracking, team efficiency reports, and personalized dashboards.

Integrations include QuickBooks, Microsoft 365, Google Workspace, PayPal, Stripe, Salesforce, Slack, Docusign, HubSpot, and WooCommerce.

Pros and cons

Pros:

  • 24/7 customer support
  • Customizable dashboards
  • Comprehensive feature set

Cons:

  • Limited offline functionality
  • May require training for full utilization

Best for CRM and task management

  • Free trial + free plan available
  • From $49/user/month (billed annually)
Visit Website
Rating: 4.1/5

Bitrix24 is a strong professional services ERP solution, offering tools for CRM, project management, collaboration, and HR. It helps businesses streamline operations and enhance productivity through integrated features.

Why I picked Bitrix24: Bitrix24’s advanced suite of features cover various business needs, from CRM to project management and team collaboration. Its ability to replace multiple SaaS solutions with one platform and the inclusion of tools like a website builder and online store make it unique compared to other ERP services.

Standout features & integrations:

Features include an advanced CRM, project management tools with Kanban and Gantt charts, team collaboration tools like video calls and shared calendars, workflow automation, and real-time communication features.

Integrations include WhatsApp, Instagram, Facebook, Google Analytics, Stripe, and Mailchimp.

Pros and cons

Pros:

  • Integrated collaboration tools
  • Highly customizable
  • Wide range of features

Cons:

  • Limited customer support
  • Can be complex to set up

Best for complex supply chains

  • Free demo available
  • Pricing upon request
Visit Website
Rating: 3.9/5

Infor is a detailed enterprise resource planning solution designed for various industries. It excels in managing complex supply chains with advanced analytics and real-time visibility.

Why I picked Infor: Infor stands out due to its tailored solutions that efficiently manage logistical operations across multiple locations, making it ideal for businesses with intricate supply chain requirements. It offers advanced planning and forecasting tools that help manage intricate logistics and inventory demands. Additionally, its real-time data analytics and integration capabilities ensure seamless operations, giving businesses the flexibility and insight needed to adapt quickly to market changes. 

Standout features & integrations:

Features include financial management, supply chain visibility, human capital management, advanced analytics, and real-time data insights.

Integrations include Microsoft Office, Salesforce, Infor OS, Infor Coleman AI, Infor Document Management, Infor CRM, Infor Nexus, and Infor EAM.

Pros and cons

Pros:

  • Industry-specific solutions
  • Mobile app access
  • Cloud-based deployment

Cons:

  • Initial setup complexity
  • Requires dedicated IT team

Best for embedded document management systems

  • Free demo available
  • Pricing upon request
Visit Website
Rating: 4.4/5

VIENNA Advantage offers an advanced ERP solution tailored for professional services, integrating various business functions into a unified platform. It excels in providing an embedded document management system, making it ideal for businesses that require robust document-handling capabilities.

Why I picked VIENNA Advantage: VIENNA Advantage provides teams with a unique embedded document management system, which sets it apart from other ERP solutions. This feature is vital for professional services that handle a large volume of documents and need efficient, secure, and accessible document management. The tool's ability to integrate document management into its ERP system makes it the best choice for this specific need.

Standout features & integrations:

Features include detailed project management, time and expense management, advanced forecasting, service contract management, invoicing automation, and advanced financial reporting.

Integrations include Microsoft Office, Google Drive, Salesforce, QuickBooks, SAP, Oracle, and Epicor.

Pros and cons

Pros:

  • Industry-specific templates
  • Low-code development framework
  • Comprehensive document management

Cons:

  • Requires training for optimal use
  • Potentially complex for small businesses

Best for organizing business processes in one tool

  • Free demo available
  • From $450/month
Visit Website
Rating: 5/5

Vault ERP is an advanced management solution for professional services, offering tools for project management, financial tracking, and CRM to streamline business processes. It helps firms improve efficiency and gain insights through real-time reporting and analytics.

Why I picked Vault ERP: Vault ERP provides users with the ability to consolidate various business processes into one cohesive system. This integration makes it stand out from other ERP solutions by providing a unified platform that enhances operational efficiency. Overall, it helps teams eliminate the complexity of managing multiple systems, thereby simplifying workflows and improving productivity.

Standout features & integrations:

Features include customizable workflows, advanced financial tracking, integrated CRM capabilities, and real-time reporting and analytics.

Integrations include Microsoft 365, Google Workspace, Slack, QuickBooks, PayPal, Stripe, Salesforce, Docusign, HubSpot, and Trello.

Pros and cons

Pros:

  • Real-time reporting and analytics
  • Easy integration with popular tools
  • Extensive customization options

Cons:

  • Limited offline functionality
  • Limited customization options

Best for open-source ERP solutions

  • 14-day free trial + free demo available
  • From $50/user/month (unlimited users)

ERPNext is an open-source ERP software designed to help businesses manage various aspects of their operations. It offers a detailed suite of tools without the licensing costs associated with proprietary software.

Why I picked ERPNext: ERPNext provides a highly customizable and flexible platform that can be tailored to any business need. Its active community support and regular updates ensure continuous improvement and innovation. Plus, it's cost-effective, making it a great choice for businesses looking to leverage the power of open-source software without breaking the bank.

Standout features & integrations:

Features include detailed project management with Gantt charts and Kanban boards, a real-time help desk, multi-currency accounting, service level agreements (SLAs), and warranty claims management.

Integrations include Twilio, Nexmo, PayPal, Stripe, Shopify, WooCommerce, Salesforce, Google Suite, and Slack.

Pros and cons

Pros:

  • Multi-currency support
  • Strong project management tools
  • Open-source and customizable

Cons:

  • Limited scalability
  • Limited user support

Best for project-based professional services

  • Free trial available
  • Pricing upon request

Deltek Vision is an advanced ERP solution designed specifically for project-based professional services firms. It helps manage the complete project lifecycle and increase profitability.

Why I picked Deltek Vision: Deltek Vision comes with extensive project management capabilities tailored to professional services. Its unique ability to integrate project, financial, and client data in one place distinguishes it from other ERP solutions. This helps firms to effectively manage complex projects and finances with ease.

Standout features & integrations:

Features include project accounting, resource planning, financial management, CRM, and reporting capabilities.

Integrations include Microsoft Office, Salesforce, QuickBooks, SAP Concur, Oracle, IBM, Google Workspace, Slack, Trello, and Jira.

Pros and cons

Pros:

  • Role-based metrics
  • Real-time reporting
  • Comprehensive project management

Cons:

  • Can be challenging to scale
  • Requires substantial initial investment

Best for project management and automation

  • 14-day free trial + free demo available
  • From $26/user/month (min 5 seats)
Visit Website
Rating: 4.5/5

Scoro is a professional services automation software that integrates project management, CRM, billing, and reporting into one platform. It’s best due to its ability to streamline workflows, manage resources, and provide real-time insights.

Why I picked Scoro: Scoro stands out by offering a unified platform that covers all aspects of project management, from quoting to invoicing. Its advanced suite of tools ensures that every part of a project is managed efficiently, making it the best choice for comprehensive project management and automation.

Standout features & integrations:

Features include project management with Gantt charts, automated billing, CRM functionalities, time tracking, and real-time reporting.

Integrations include Google Calendar, Microsoft Exchange, Xero, QuickBooks, Sage Intacct, Exact Online, Expensify, Stripe, and Jira.

Pros and cons

Pros:

  • Extensive integrations
  • Real-time insights
  • Comprehensive project management

Cons:

  • Limited offline functionality
  • Requires additional training

Other ERP for Professional Services

Below is a list of additional ERP for professional services that I shortlisted. While they didn’t make the top 10, they’re still valuable and worth further research.

  1. Sage Intacct

    Best for financial management in service industries

  2. Acumatica

    Best for customizable cloud ERP solutions

  3. SAP

    Best for large-scale enterprise needs

  4. Kantata

    Best for professional services automation

  5. Axelor

    Best for open-source and modular ERP

  6. TallyPrime

    Best for small and medium businesses

  7. Oracle ERP

    Best for robust and scalable solutions

  8. NetSuite

    Best for comprehensive business management

  9. Dolibarr

    Best for open-source ERP solutions

  10. IFS Cloud

    Best for asset management

  11. Multiview

    Best for financial management

  12. ScaleOcean

    Best for cloud-based ERP

  13. Odoo

    Best for modular and customizable solutions

  14. Certinia

    Best for Salesforce integration

If you still haven't found what you're looking for here, check out these tools closely related to ERP software that we've tested and evaluated.

ERP for Professional Services Selection Criteria

The criteria for choosing an ERP for professional services should directly address buyer needs and common pain points, ensuring that the software serves its intended purpose effectively. As an expert who has personally tried and researched these tools, here are the requirements I use when evaluating software:

Core Functionality (25% of total weighting score)

  • Tools for planning, executing, and monitoring projects
  • Seamless integration with accounting systems for real-time financial tracking
  • Efficient allocation and management of resources across projects
  • CRM capabilities to manage client interactions and data
  • Comprehensive reporting tools for data-driven decision-making

Additional Standout Features (25% of total weighting score)

  • Allow users to personalize their interfaces for better workflow
  • Leverage AI to provide predictive analytics and recommendations
  • Access key functionalities from mobile devices for on-the-go management
  • Pre-built templates tailored to specific industries to speed up deployment
  • Smooth integration with other essential tools like Slack, Trello, or Microsoft Teams

Usability (10% of total weighting score)

  • Easy-to-use interface that minimizes the learning curve
  • Simplify task management with drag-and-drop scheduling and resource allocation
  • Easy configuration of user roles and permissions
  • Modern, clean design that enhances user experience

Onboarding (10% of total weighting score)

  • Availability of comprehensive training materials
  • Guided tours that help users quickly understand the software
  • Ready-to-use templates that reduce setup time
  • Immediate assistance during the onboarding process

Customer Support (10% of total weighting score)

  • Availability of round-the-clock customer support
  • Support via chat, email, phone, and a dedicated support portal
  • Comprehensive library of resources and FAQs
  • Personal support for high-level queries and strategic advice

Value For Money (10% of total weighting score)

  • Clear and straightforward pricing structures
  • Pricing plans that cater to different business sizes and needs
  • Opportunities to test the software before committing
  • Clear value proposition and potential return on investment

Customer Reviews (10% of total weighting score)

  • High satisfaction ratings from a broad user base
  • Frequent positive mentions of key features and usability
  • Users who have consistently used the software over time
  • Favorable comparisons with similar ERP solutions

Investing in a robust and flexible ERP system is essential for sustaining growth and delivering exceptional service to your clients. By focusing on these selection criteria, you can ensure that your ERP system is tailored to meet the specific needs of your professional services firm.

The ERP landscape for professional services is evolving. Here are some key trends to watch for this year:

  • AI and Machine Learning Integration: AI and machine learning are being integrated into ERP systems. These technologies help automate routine tasks and provide predictive analytics, making it important for improving decision-making and efficiency.
  • Cloud-Based ERP Solutions: Cloud-based ERP solutions are becoming more prevalent as they offer scalability and remote access, which are vital for modern businesses and their impact on operational flexibility.
  • Mobile ERP Applications: Mobile ERP applications are gaining traction as they allow employees to access ERP systems on the go. This trend is significant for enhancing productivity and real-time data access.
  • Enhanced Data Security: Enhanced data security measures are being implemented in ERP systems which is important for protecting sensitive business information against growing cyber threats.
  • Customizable ERP Modules: Customizable ERP modules are becoming more common as they allow businesses to tailor the ERP system to their specific needs. This trend is interesting because it offers greater flexibility and user satisfaction.

Staying updated with the latest trends in ERP for professional services can give your business a competitive edge. By embracing innovations like AI-driven analytics, cloud-based solutions, and enhanced user experiences, you can optimize operations and drive growth.

What is ERP for Professional Services?

ERP for professional services is a software solution designed to manage and integrate various business processes specific to service-oriented industries. Typical features include project management, time and expense tracking, resource planning, and financial management. These elements work together to provide a detailed view of business performance, helping users make informed decisions and improve service delivery.

Features of ERP for Professional Services

When selecting an ERP system for professional services, it’s important to understand the features that will best support your business operations. Below are some of the most important features to look for in an ERP system for professional services:

  • Project Management: This feature helps manage tasks, schedules, budgets, and resources across various clients. It’s essential for automating team resource allocation and improving tracking and profitability.
  • Time and Expense Tracking: This provides centralized, real-time tracking of billable hours and expenses, ensuring accurate billing and operational visibility. It’s essential for reducing inefficiencies and preventing unbilled hours.
  • Resource Planning and Scheduling: Resource planning and scheduling optimize personnel utilization and ensure projects are completed on time. They're important for managing specialized personnel and juggling multiple clients effectively.
  • Financial Management: With strong financial management features, ERPs help teams manage accounts payable and receivable, payroll, and financial statements efficiently.
  • Customer Relationship Management (CRM): This feature centralizes client data and interactions, helping manage client relationships effectively. It’s key for tracking clients and prospective clients at every level of the sales funnel.
  • Reporting and Analytics: ERPs with advanced data analytics provide insights into key performance indicators (KPIs) and organizational performance dynamics. It helps professional services firms maintain competitiveness by spotting trends and understanding business performance.
  • Mobile Access: This enables consultants, contractors, and employees to access company systems remotely. It’s vital for data access and recordkeeping, especially for mobile and dispersed workforces.
  • Centralized Document Management: An ERP with centralized document management features help to organize and manage documents in a single location, making it easier to access and share information. It’s important for maintaining consistency and reducing the time spent searching for documents.
  • Client and Contractor Management: This feature manages relationships with clients and contractors, ensuring smooth communication and project execution. It helps in maintaining strong relationships and efficient project management.
  • Custom Productivity Reporting: This helps to generate detailed financial and productivity reports quickly. It’s essential for monitoring performance and making informed business decisions.

If you focus on these key features while shopping for a new software, you can ensure that your ERP system supports your unique business needs and helps you achieve greater efficiency and profitability.

Benefits of ERP for Professional Services

By integrating various business processes into a single unified system, ERP solutions provide numerous advantages that can help businesses streamline operations, improve decision-making, and boost overall productivity. Below are some of the primary benefits of ERP for professional services:

  • Improved Project Management: ERP systems provide several project management tools for planning, executing, and monitoring projects. This ensures that projects are completed on time and within budget, enhancing client satisfaction and profitability.
  • Enhanced Financial Management: With strong financial management capabilities, ERP systems offer real-time insights into financial performance. This allows organizations to manage budgets more effectively, reduce costs, and improve financial decision-making.
  • Streamlined Operations: ERP solutions integrate various business processes, such as HR, procurement, and inventory management, into a single system. This streamlining reduces redundancies, improves efficiency, and ensures that all departments are aligned and working towards common goals.
  • Better Resource Allocation: By providing a clear view of resource availability and utilization, ERP systems help optimize the allocation of resources. This ensures that the right resources are assigned to the right tasks, improving productivity and reducing waste.
  • Enhanced Reporting and Analytics: ERP systems come with advanced reporting and analytics tools that provide valuable insights into business performance. This data-driven approach helps organizations make informed decisions, identify areas for improvement, and stay competitive in the market.

Implementing an ERP system can transform the way professional services organizations operate, leading to increased efficiency, better financial management, and improved client satisfaction. By leveraging the benefits of ERP, businesses can achieve their strategic goals and drive long-term success.

Costs & Pricing of ERP for Professional Services

Costs and pricing options for ERP systems can vary significantly based on the organization’s features, deployment methods, and size. The table below provides an overview of the different ERP pricing plans available for professional services, helping software buyers with little to no experience make informed decisions.

ERP for Professional Services Plan Comparison Table

Plan TypeAverage PriceCommon Features
Free$0Basic accounting, CRM, and inventory management for a limited number of users
Basic$60/user/monthFinancial management, project management, and basic reporting for up to 50 users
Standard$120/user/monthAdvanced financials, human resource management, CRM, and supply chain management for up to 500 users
Premium$250/user/monthFull suite of ERP modules, advanced analytics, and multi-site support for unlimited users
EnterpriseCustom PricingCustomizable modules, global support, and extensive integrations for unlimited users
A breakdown of plan types, costs, and features for ERP for professional services.

When choosing an ERP plan, software buyers should consider their organization's size, specific needs, and budget. Each plan offers different features and pricing, so it's essential to select one that aligns with your business requirements and growth plans.

ERP for Professional Services FAQs

Still wondering how ERP for professional services can streamline your business operations and drive efficiency? Here are answers to some of the most frequently asked questions to help you understand this tool:

How does an ERP system improve project management for professional services?

An ERP system improves project management by providing tools to plan, execute, and monitor projects. It allows for detailed project planning, resource allocation, and task scheduling. Real-time tracking of project progress, time, and expenses ensures that projects stay on track and within budget. Additionally, it facilitates collaboration among team members and provides visibility into project performance.

What are the common challenges in implementing an ERP system for professional services?

Common challenges in implementing an ERP system for professional services include:

  • Resistance to change from employees
  • Data migration and integration issues
  • Customization and configuration complexities
  • Training and user adoption hurdles
  • Managing project timelines and budgets
  • Ensuring ongoing support and maintenance

Can ERP systems be customized for specific professional services industries?

Yes, ERP systems can be customized to meet the unique needs of specific professional services industries such as consulting, legal, engineering, and architecture. Customizable modules allow firms to tailor the software to their specific processes, ensuring that it addresses their unique operational and business requirements​.

How does ERP enhance data visibility and reporting in professional services?

ERP systems enhance data visibility and reporting by consolidating information from various departments into a single platform. This centralization allows for real-time access to accurate data, enabling firms to generate detailed reports and gain insights into key performance indicators (KPIs). Improved data visibility helps in making informed business decisions and identifying trends and areas for improvement​.

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Simon Litt
By Simon Litt

Simon Litt is the editor of The CFO Club, specializing in covering a range of financial topics. His career has seen him focus on both personal and corporate finance for digital publications, public companies, and digital media brands across the globe.