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Industry-specific CRM / ERP and business management
Consulting Firms Custom Software
Enterprise software solutions for Consulting Firms, built around your team, workflow and reporting needs and managed from one centre.
19Consulting Firms
8Recommended module architecture
Recommended module architecture
Consulting Firms — Recommended module architecture
Modules selected for your needs work together on shared customer, product, finance and operations data.Opportunities
Quotations
Projects
Tasks
Contract Management
File Management
Customer Portal
Sarman 360 screen experience
Explore the screens that can be developed for your custom software project.
The visuals below are taken from modules actively used in our Sarman 360 system. These screens serve as examples for your custom software project; the modules you need are designed and developed around your company's processes and brought together in a system built specifically for you.
Real Sarman 360 screenCustomers
Real Sarman 360 screenOpportunities
Real Sarman 360 screenQuotations
Real Sarman 360 screenProjects
Real Sarman 360 screenTasks
Real Sarman 360 screenContract Management
Real Sarman 360 screenFile Management
Real Sarman 360 screenCustomer Portal
Industry workflow
Move seamlessly from record to management.
Consulting Firms · CRM · Projects · Tasks · Customer PortalCustomers
Create the record
Start the customer, product, request or work record in the central system.
Opportunities
Plan and assign
Set responsible teams, deadlines, approvals and priorities.
Quotations
Run operations
Office and field teams update the same record.
Projects
Measure and improve
Monitor performance, costs and bottlenecks with live reports.
Integration capability
Works with the systems you already use.
✓ E-Invoice and E-Archive✓ Online payments and 3D Secure✓ SMS and notification services✓ Cargo and delivery systems✓ Banking and payment services✓ Custom API connections
APIERPCRMWEBTangible management results
Consulting Firms · Tangible management results
Reduce repeated data entry and operational errors.
Make authority, approvals and responsibilities visible.
Track processes with real-time reports.
Expand modules and integrations as needs grow.
Let’s analyse your industry together