21 Best ERP for the Service Industry Reviewed in 2024
Best ERP for the Service Industry Shortlist
Here's my pick of the 10 best software from the 21 tools reviewed.
Our one-on-one guidance will help you find the perfect fit.
Finding the best enterprise resource planning (ERP) software for the service industry is vital for businesses aiming to streamline their operations and enhance customer satisfaction. But with several options available, it can be challenging and time-consuming to research every software in order to find the right one.
To help teams in their search, I used my extensive experience in ERP software and financial operations to test and compare some of the top ERP software for the service industry. Whether you’re an SMB or a large corporation, rest assured that my in-depth reviews will guide you toward your next solution, helping you improve efficiency, gain real-time insights, and deliver exceptional service experiences.
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Best ERP for the Service Industry Summary
| Tools | Price | |
|---|---|---|
| NetSuite | Pricing upon request | Website |
| Striven | From $35/user/month (min 5 users) | Website |
| Bitrix24 | From $49/month (max of 5 users) | Website |
| Ramco ERP | Pricing upon request | Website |
| Opstech | Pricing upon request | Website |
| ERPNext | From $50/user/month (unlimited users) | Website |
| Sage 300 | Pricing upon request | Website |
| Certinia | Pricing upon request | Website |
| Scoro | From $30/user/month (billed annually) | Website |
| Unit4 | Pricing upon request | Website |
Compare Software Specs Side by Side
Use our comparison chart to review and evaluate software specs side-by-side.
Compare SoftwareHow to Choose an ERP for the Service Industry
As you work through your own unique software selection process, keep the following points in mind:
- Specific Business Needs: Every service industry has unique requirements. For instance, a consulting firm may need strong project management features, while a legal firm might prioritize case management and billing. Ensure the ERP system you choose can cater to these specific needs.
- Integration Capabilities: The ability of the ERP software to integrate with existing systems is vital. Many service industries use multiple software solutions for different functions like CRM, HR, and financial management. As such, an ERP that can seamlessly integrate with these systems can provide a unified view of operations and improve data accuracy.
- Scalability and Flexibility: As your business grows, your ERP system should be able to scale with it. Look for a solution that offers flexibility in terms of adding new users, modules, or functionalities without significant disruptions.
- User-Friendly Interface and Training: The ERP system should be easy to use and require minimal training for your staff. A user-friendly interface can reduce the learning curve and improve adoption rates. Additionally, consider the availability of training and support from the ERP provider.
- Vendor Support and Collaboration: The level of support and collaboration offered by the ERP vendor is a critical consideration. Look for a vendor with a proven track record of supporting their products and providing excellent customer service.
Investing the time to choose the right system will ultimately lead to improved customer satisfaction and long-term success. By considering these factors and conducting thorough research, you can find an ERP solution that enhances efficiency, streamlines operations, and supports the growth of your service-based business.
Best ERP for the Service Industry Reviews
The following in-depth analyses provide overviews of each ERP software tailored for the service industry. I will walk you through the pros and cons of each tool, their features, and their best use cases to help you make an informed decision.
NetSuite is a comprehensive cloud-based enterprise resource planning (ERP) tool that integrates multiple business management functions into a single platform.
Why I picked NetSuite: One of the key benefits of NetSuite ERP is its ability to integrate various business processes, including financial management, project management, customer relationship management (CRM), and human resources (HR). This integration centralizes data, providing real-time visibility across departments and breaking down information silos. For example, service firms can track billable hours, manage client interactions, and allocate resources all in one place.
Standout features and integrations:
Features include accounting, professional services automation, global business management, financial tracking, reporting, and forecasting, auditing, inventory management, budgeting tools, scheduling, invoicing, and billing.
Integrations include Shopify, BigCommerce, Adobe Commerce, WooCommerce, Amazon Seller Central, Amazon Vendor Central, eBay, Walmart, Salesforce, and ShipStation.
Pros and cons
Pros:
- Highly customizable with various modules
- Scalable for organizations of all sizes
- Real-time data visibility
Cons:
- Customizations come with added expenses
- Extensive features can be overwhelming for new users
Striven
Best for small businesses needing an all-in-one management solution
Striven is an all-in-one business management software designed for small to mid-sized businesses. It integrates various business operations into a single platform, making it ideal for companies needing an advanced management solution.
Why I picked Striven: Striven stands out because it offers a wide range of features, from accounting to CRM, without requiring a large budget, making it particularly beneficial for SMBs. Additionally, its user-friendly interface and customizable features ensure that businesses can tailor the system to their specific needs, improving efficiency and client satisfaction.
Standout features and integrations:
Features include accounting, CRM, project management, task management, inventory, and human resources.
Integrations include QuickBooks, Salesforce, Google Workspace, Microsoft Office 365, Slack, Mailchimp, Shopify, Stripe, PayPal, and Zapier.
Pros and cons
Pros:
- Real-time updates
- Affordable for small businesses
- Comprehensive feature set
Cons:
- Requires initial setup
- Limited advanced features
Bitrix24 is a free online workspace for businesses that offers CRM, task management, online meetings, and more. It’s best for providing an advanced suite of tools for businesses in the service industry, including CRM, task management, and collaboration features.
Why I picked Bitrix24: Bitrix24 offers a strong set of features for free, making it accessible for small to medium-sized businesses. Its combination of CRM, task management, and collaboration tools sets it apart from other ERP solutions. Additionally, the software provides essential business tools without the need for a significant financial investment.
Standout features and integrations:
Features include sales management, contact center, sales team collaboration, sales enablement, analytics and reports, mobile CRM, marketing, automation and integrations, and AI-powered CoPilot in CRM. It also offers task and project management features like task tracking, API integrations, and project management.
Integrations include Google Analytics, Facebook, Instagram, WhatsApp, Telegram, Stripe, Mailchimp, and Plivo SMS.
Pros and cons
Pros:
- AI-powered tools
- Extensive feature set
- Comprehensive free plan
Cons:
- Customer support can be slow
- Steep learning curve
Ramco ERP software is designed to optimize operations in manufacturing and logistics through AI-driven solutions. It’s best for businesses seeking to leverage artificial intelligence to enhance efficiency and decision-making in these sectors.
Why I picked Ramco ERP: Ramco ERP offers a unique focus on integrating AI into ERP solutions, which sets it apart from other ERP software. The software’s AI-driven capabilities make it particularly effective for manufacturing and logistics, where real-time data and predictive analytics can significantly improve operational efficiency and decision-making.
Standout features and integrations:
Features include AI-driven analytics, real-time data processing, and comprehensive modules for finance, supply chain management, and production. The software also includes advanced tools for project management, facility management, and enterprise asset management.
Integrations include Salesforce, Microsoft Dynamics, SAP, Oracle, QuickBooks, Tally, Zoho, Google Workspace, Microsoft Office 365, and Slack.
Pros and cons
Pros:
- Comprehensive modules
- Real-time data processing
- AI-driven analytics
Cons:
- Limited customization options
- Higher learning curve
Opstech offers advanced solutions for businesses in the flexible workplace sector. It excels in providing tailored systems and processes that enhance operational efficiency and customer management.
Why I picked Opstech: Opstech provides a specialized focus on the flexible workplace sector, which sets it apart from other ERP solutions. Its ability to integrate spatial strategy with customer journey management makes it uniquely suited for this niche. The software also offers end-to-end services, from feasibility studies to compliance, ensuring a seamless operational flow.
Standout features and integrations:
Features include advanced CRM capabilities, management systems, and strong tech infrastructure support. It also excels in compliance management and analytics, providing valuable insights for data-driven decisions.
Integrations include Salesforce, Microsoft Office 365, Google Workspace, Slack, Trello, QuickBooks, Xero, HubSpot, Mailchimp, and Zendesk.
Pros and cons
Pros:
- Robust compliance support
- Strong CRM capabilities
- Comprehensive service suite
Cons:
- Complex integrations with non-standard legacy systems
- Less frequent updates and upgrades
ERPNext is a free and open-source cloud ERP software designed to help businesses manage their operations. It’s best for those seeking a versatile and powerful ERP solution without the cost, offering extensive features and constant updates.
Why I picked ERPNext: ERPNext stands out as an advanced, cost-effective solution for businesses needing robust ERP capabilities. Its open-source nature allows for extensive customization, making it different from other ERP software. Additionally, the software provides users with a wide range of features and flexibility without the burden of high costs.
Standout features and integrations:
Features include financial accounting, order management, HR and payroll, manufacturing, CRM, project management, helpdesk, asset management, and website management.
Integrations include Google Drive, Slack, Dropbox, PayPal, Stripe, Shopify, WooCommerce, Amazon, eBay, and QuickBooks.
Pros and cons
Pros:
- Customizable modules
- Extensive features
- Free and open-source
Cons:
- Limited support
- Requires technical expertise
Sage 300 is a business management software designed to streamline accounting, inventory, operations, and distribution. It stands out due to its strong multi-currency, multilingual interface, which simplifies international business complexities.
Why I picked Sage 300: Sage 300 provides advanced financial management capabilities, especially its multi-currency support, which is vital for businesses operating in multiple countries. Its ability to handle complex financial transactions across different currencies makes it stand out from other ERP solutions.
Standout features and integrations:
Features include automated financial reconciliation, multi-location inventory tracking, and integrated payment processing. It also includes advanced data analytics and customizable reporting tools.
Integrations include PayPal, Stripe, Paya, Microsoft Outlook, Sage CRM, Sage HR, Sage Intacct, Zoho Books, QuickBooks Online, and Zoho One for Accounting.
Pros and cons
Pros:
- Comprehensive financial tools
- Flexible deployment options
- Multi-currency support
Cons:
- Limited customization
- Complex setup
Certinia (formerly FinancialForce) is a cloud-based ERP and PSA software built on the Salesforce platform, designed to unify key business functions. It stands out due to its seamless integration with Salesforce, providing a unified platform for managing various business operations.
Why I picked Certinia: Certinia stands out as a Salesforce-native solution, offering deep integration with the Salesforce ecosystem. This makes it an ideal choice for businesses already using Salesforce, as it ensures a consistent user experience and leverages Salesforce's valuable analytics and collaboration tools. The software also provides an advanced suite of tools that streamline operations, improve project profitability, and enhance resource utilization, all within the familiar Salesforce environment.
Standout features and integrations:
Features include services CPQ, services automation, resource management, services billing, revenue management, and analytics.
Integrations include Salesforce, Slack, Microsoft Teams, Google Workspace, QuickBooks, Xero, HubSpot, Jira, and Docusign.
Pros and cons
Pros:
- Real-time project tracking
- Comprehensive PSA features
- Salesforce-native integration
Cons:
- Limited outside Salesforce integrations
- Requires Salesforce ecosystem
Scoro is best for professional services due to its ability to manage projects, finances, and resources in a single system, providing visibility and control over every part of the business.
Why I picked Scoro: Scoro’s strong suite of features is tailored specifically for professional service businesses. The software stands out from other ERP solutions by offering an all-in-one platform that integrates project management, financials, and resource planning seamlessly. It also provides a single source of truth for business operations, making it easier to manage and optimize various aspects of service delivery.
Standout features and integrations:
Features include project management from quote to cash, detailed time tracking, and advanced reporting and dashboards. It also excels in financial management with powerful quoting and budgeting capabilities and superior accounting integrations.
Integrations include Google Calendar, Microsoft Exchange, Xero, QuickBooks, Sage Intacct, Exact Online, Expensify, Stripe, Jira, and HubSpot.
Pros and cons
Pros:
- Superior accounting integrations
- Detailed financial insights
- Comprehensive project management
Cons:
- Steeper learning curve for customization
- Mobile app limitations
Unit4 provides cloud-based enterprise software solutions designed to enhance productivity and collaboration. It excels because it focuses on improving the work experience for employees, which in turn drives organizational growth.
Why I picked Unit4: Unit4 offers a unique focus on people-centered solutions, which sets it apart from other ERP software. Its emphasis on enhancing the employee experience makes it the best choice for organizations looking to improve productivity and employee satisfaction.
Standout features and integrations:
Features include financial management, project management, procurement management, core HR management, and payroll management.
Integrations include Microsoft Office 365, Salesforce, SAP, Oracle, Google Workspace, Slack, Zoom, LinkedIn, Docusign, and ServiceNow.
Pros and cons
Pros:
- Comprehensive ERP and HCM features
- Industry-specific models
- People-centered approach
Cons:
- Limited free trial options
- Complex setup
Other ERP for the Service Industry
Below is a list of additional ERPs for the service industry that I shortlisted. While they didn’t make the top 10, they’re still valuable and worth further research.
- Odoo
For extensive app integrations
- IFS Cloud
For industry-specific solutions with AI capabilities
- BuildOps
For construction operations
- Acumatica
For scalability and flexibility
- Simpro
For field service management
- monday.com
For team collaboration and workflow automation
- Wrike
For project management
- MRPeasy
For small manufacturers
- Cobblestone Software
For contract management
- ServiceTitan
For home service businesses
Related Reviews
If you still haven’t found what you’re looking for here, check out these other tools that we’ve tested and evaluated:
ERP for the Service Industry Selection Criteria
The criteria for choosing the best ERP software solution for the service industry 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
- Project management tools for planning, executing, and closing projects
- Resource allocation to efficiently assign resources to various tasks and projects
- Time tracking and monitoring for tasks and projects
- Billing and invoicing for generating and managing client invoices
- Customer relationship management for managing client interactions and data
Additional Standout Features: 25% of total weighting score
- AI-powered analytics for leveraging AI to provide insights and predictive analytics
- Mobile accessibility for access and management via mobile devices
- Customizable dashboards that can be tailored to specific user needs
- Integration capabilities for seamless integration with other business tools and software
- Automation features that automate repetitive tasks to save time and reduce errors
Usability: 10% of total weighting score
- Intuitive interface with an easy-to-navigate design and minimal learning curve
- Drag-and-drop functionality for scheduling and resource management
- Role-based access for easy configuration of user roles and permissions
- Responsive design ensuring usability across different devices and screen sizes
Onboarding: 10% of total weighting score
- Training videos with comprehensive guides
- Interactive product tours to help users understand features
- Templates with pre-built designs to speed up initial setup
- Chatbots and webinars for real-time assistance and learning
Customer Support: 10% of total weighting score
- 24/7 support for round-the-clock availability
- Multi-channel support via phone, email, and live chat
- Knowledge base with comprehensive documentation and FAQs
- Dedicated account managers for personalized support
Value For Money: 10% of total weighting score
- Transparent pricing with clear and upfront costs
- Flexible plans to suit different business sizes and needs
- Free trials for testing the software before purchase
- Cost-benefit analysis evaluating features offered relative to the price
Customer Reviews: 10% of total weighting score
- User satisfaction with high ratings and positive feedback
- Feature ratings with specific feedback on key features and their effectiveness
- Support feedback detailing user experiences with customer support
- Ease of use reviews highlighting the software's ease of use and learning curve
Trends in ERP for Service Industry
ERP software for the service industry is evolving rapidly. Here are some key trends to watch for in the coming years:
- AI and Machine Learning Integration: AI and machine learning are being integrated into ERP systems. These technologies help in predictive analytics and decision-making and are important for improving efficiency and accuracy.
- Cloud-Based Solutions: Cloud-based ERP solutions are becoming more popular over on-premise software as they offer flexibility and scalability for businesses. This trend is vital for remote work and global operations.
- Mobile Accessibility: ERP systems are increasingly accessible via mobile devices as it allows employees to access data and perform tasks on the go. It’s significant for improving productivity and responsiveness.
- Customization and Personalization: ERP software is offering more customization options. Now, businesses can tailor the software to their specific needs, which is important for meeting unique business requirements.
- Enhanced Data Security: Data security features in ERP systems are being enhanced with features such as advanced encryption and multi-factor authentication. These are vital for protecting sensitive business information.
With advancements in AI, mobile accessibility, and real-time data analytics, modern ERP solutions are better equipped to meet the dynamic needs of service-based businesses. Staying abreast of these trends ensures that companies can leverage the latest technologies to improve efficiency, customer satisfaction, and overall competitiveness.
What is ERP for the Service Industry?
ERP software is an advanced system designed to manage and integrate core business processes such as finance, human resources, project management, and customer relationship management. When used in the service industry, an ERP enhances efficiency, provides real-time data insights, and improves decision-making, enabling service-based businesses to deliver better customer service and achieve operational excellence.
Features of ERPs for the Service Industry
Selecting the right ERP system can significantly enhance your business processes, from financial management to customer relationship management. When shopping for your next ERP, here are some key features you should consider:
- Financial Management: This feature includes tools for managing payables, receivables, cash management, and revenue recognition. It centralizes all financial processes, making it easier to manage budgets and forecasts, and ensuring compliance with financial regulations.
- Accounting: ERP systems offer comprehensive accounting features such as general ledger, cash flows, accounts receivable and payable, and expense management. These features integrate financial data from various sources, providing a unified view of the company's financial health.
- Order Processing: This feature manages the lifecycle of purchase orders, from initial capture to billing, delivery, and payment. It automates order processing, reducing manual effort and errors.
- Project Management: ERP systems include tools for planning, executing, and monitoring projects. Features like task management, milestone tracking, and budget control are essential for managing complex projects.
- Customer Relationship Management (CRM): CRM features store customer data, track interactions, and manage sales leads. This integration helps in improving customer service and sales processes.
- Inventory Management: This feature tracks inventory levels, manages stock locations, and monitors the condition of inventory items. It ensures that the right amount of stock is available to meet customer demand.
- Purchasing and Supply Chain Management: ERP systems manage procurement processes, supplier relationships, and supply chain logistics. They help in optimizing purchasing decisions and maintaining supply chain efficiency.
- Human Resources (HR) Management: HR features include employee information management, payroll, benefits administration, and workforce planning. These tools help in managing the entire employee lifecycle.
- Business Intelligence (BI): BI tools within ERP systems provide data analysis, reporting, and visualization capabilities. They help in extracting actionable insights from business data.
- Automation: ERP systems automate routine business processes such as invoicing, order fulfillment, and inventory management. Automation reduces manual effort and minimizes errors.
Investing in an ERP system with these key features can transform your service industry business by improving efficiency, enhancing customer satisfaction, and providing valuable insights for strategic decision-making. As the service industry continues to evolve, having a robust ERP system in place will be crucial for staying competitive and achieving long-term success.
Benefits of Having an ERP for the Service Industry
Implementing ERP software in the service industry can bring transformative changes to the way businesses operate. Here are some of the key benefits associated with implementing an ERP system into your business:
- Improved Efficiency: ERP software integrates various business processes into a single platform, reducing redundancy and ensuring that all departments work cohesively.
- Better Decision-Making: With real-time data and advanced analytics, ERP systems empower managers to make informed decisions, improving overall business strategy and operations.
- Cost Savings: By automating routine tasks and optimizing resource allocation, ERP software helps businesses reduce operational costs and increase profitability.
- Enhanced Customer Satisfaction: ERP systems improve customer relationship management by providing timely and accurate information, leading to better service and higher customer retention rates.
- Scalability: As businesses grow, ERP software can easily scale to accommodate increased workloads, ensuring that operations remain smooth and uninterrupted.
Choosing the right ERP software can significantly enhance the productivity and profitability of service industry businesses. By integrating essential functions and providing real-time insights, ERP systems offer a solid foundation for sustained growth and success.
Costs & Pricing of ERPs for the Service Industry
The costs and pricing options for ERP software can vary widely based on several factors, including the size of the business, the specific needs of the industry, and the deployment model chosen. Below is a summary of common ERP pricing plans, including a free option, to help you understand what to expect.
ERP for the Service Industry Plan Comparison Table
| Plan Type | Average Price | Common Features |
| Free Plan | $0 | Basic modules, limited users, community support, and essential functionalities |
| Basic Plan | $50 - $100/month per user | Core ERP functionalities, limited customization, and standard support |
| Standard Plan | $100 - $200/month per user | Advanced modules, moderate customization, enhanced support, and training |
| Premium Plan | $200 - $400/month per user | Full suite of ERP modules, extensive customization, premium support, dedicated training, and consulting services |
| Enterprise Plan | $400+/month per user | Comprehensive ERP solution, full customization, 24/7 support, extensive training, and consulting services |
When choosing an ERP plan, consider your business size, complexity, and specific needs. Each plan offers different levels of functionality, customization, and support, so it's essential to select one that aligns with your business goals and budget.
ERP Software for Service Industry FAQs
Is ERP software customizable for specific service industry needs?
Yes, many ERP solutions offer customizable modules tailored to the unique requirements of different service industries. This ensures the software meets specific business needs and processes.
Can ERP software integrate with existing business tools?
Yes, most ERP software offers native integrations with popular business tools like CRM systems, accounting software, and cloud services. This ensures seamless data flow and enhanced functionality.
Is ERP software suitable for small service businesses?
ERP software can benefit businesses of all sizes by improving efficiency and reducing operational costs. Some vendors offer scalable solutions designed for small to medium-sized enterprises.
How long does it take to implement ERP software?
Implementation time varies depending on the complexity of the business and the ERP solution. It can range from a few weeks to several months, including customization and training.
Other ERP Software Options
If you still haven’t found what you’re looking for here, check out these other ERP solutions that we’ve tested and evaluated:
- Project-Based ERP Software
- Supply Chain Management ERP Software
- ERP for Midsize Companies
- ERP Software For Small Manufacturers
- ERP Software for the Metal Industry
- ERP Software For The Printing Industry
- Retail ERP Software
- Financial ERP Software
- Discrete Manufacturing ERP Software
- Real Estate ERP Software
- ERP Software For Engineering Companies
- Government ERP Software
- ERP Systems For Custom Manufacturing
- Chemical ERP Software
- Distribution ERP Software
- Construction ERP
- Oil and Gas ERP Software
- Aerospace ERP Software
- ERP Alternatives
- ERP For Nonprofits
- Automotive ERP Software
- ERP Software for Small Businesses
- ERP For Furniture Manufacturing
- ERP Software for the Food and Beverage Industry
- Hospital ERP Software
- ERP For The Apparel Industry
- Cloud ERP Software
- Field Service ERP Software
- Education ERP
- ERP Payroll Software
- ERP For Professional Services
- Job Shop ERP Software
- Food Manufacturing ERP Software
- Process Manufacturing ERP Software
- Manufacturing ERP Software
- ERP Accounting Software
What's Next?
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