The ERP for Consulting Firms
Optimize Mission Management and Maximize Profitability
Axelor ERP for consulting firms is designed to meet the specific needs of your business from managing client engagements to tracking the profitability of each project.
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Engagement Management and Project Tracking
Axelor allows you to plan, manage, and track every engagement in real time, optimizing coordination between your consultants and clients.
- Engagement planning and milestone management with an intuitive overview
- Task, deliverable, and time tracking for each engagement
- Dashboards to monitor progress and results for every mission
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Schedule Management and Resource Allocation
For a consulting firm, optimal resource allocation is key to maximizing team efficiency. With Axelor ERP, instantly view consultant availability and plan engagements proactively.
- Real-time resource planning for optimal allocation
- Overview of availability and assignments to avoid overloads
- Workload management to distribute tasks based on team capacity
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Profitability Tracking and Cost Management by Engagement
Accurately monitor revenue, costs, and profitability for each engagement. Analyze the financial performance of your projects in real time to ensure the profitability of your operations.
- Cost tracking and profitability calculation by engagement (time spent, travel expenses, etc.)
- Comparison of sold, forecasted, and actual data with automatic margin calculation
- BI tools to create personalized reports
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CRM and Customer Relationship Management for Consulting Firms
Axelor includes a complete CRM that allows you to proactively manage client relationships, track business opportunities, and streamline contract and quote management processes.
- Tracking of leads, opportunities, and client interactions
- Easy customization of offer and contract templates
- Project-based sales and order tracking
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Automate Your Invoicing and Manage Your Finances Efficiently
Whether your engagements are billed based on time spent, fixed-price, or progress-based models, Axelor ERP simplifies financial and billing management. Automate invoicing according to client agreements, track payments, and optimize cash flow for increased profitability.
- Engagement billing based on various models: time spent, fixed-price, progress-based, or recurring
- Client payment tracking, automated reminders, and bank reconciliation
- Integrated accounting with real-time tracking of financial flows
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Manage Your HR Efficiently
Axelor ERP offers a complete HRIS to help you recruit, train, and retain your talent, while providing employees with an HR portal for all their requests.
- Skills tracking and training planning
- Management of leave, absences, and working hours
- Recruitment tools with OCR-based CV scanning to save time
ERP Low Code & Open Source
Discover the ERP that understands your challenges.
At the heart of your service, our applications.
Dedicated connectors
Axelor, the heart of your digital ecosystem.
Android and iOS mobile app
Mobile App for Real-Time Inventory Management.
The Axelor ERP mobile app enables teams to manage inventory, scan products, and handle stocktaking directly in the field. Access real-time information to make fast and effective decisions, even on the go.
Product scanning to instantly check stock levels.
Mobile recording of receipts and inventory management.
Management of orders to be prepared and shipped.
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Custom Reports and Dashboards for Precise Management
Axelor’s built-in Business Intelligence lets you track your key indicators in real time. Create personalized reports easily with a user-friendly solution.
- Customizable dashboards to monitor engagements, resources, and finances
- KPI tracking to assess team and project performance
- Automated reporting for a real-time overview of your operations
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Engagement Tracking and Mobile Management with the Axelor Mobile App
Les consultants étant souvent en déplacement, l’application mobile Axelor leur permet d’accéder aux informations essentielles des projets, de saisir leurs temps de travail et de suivre l’avancement des missions en temps réel, où qu’ils soient.
- Accès en mobilité aux projets, clients et documents.
- Saisie des temps de travail et suivi des tâches directement depuis le terrain.
- Saisie des notes de frais avec lecture OCR.
