Professional Services
Automate, manage, grow your real estate business with SmartStream ERP
ERP for Professional Services
Plan, track, and bill every project with speed, accuracy, and control through SmartStream ERP for professional services.
Challenges
Manual time tracking, scattered project information, inefficient billing, and limited resource visibility.
Consulting firms, such as in tech, legal, finance, and engineering, rely on visibility and accurate time management to stay profitable and be able to deliver high quality service. SmartStream ERP helps simplify complex workflows, improve billing accuracy, automate repetitive tasks, enhance team collaboration, accelerate project completion, and manage client engagements seamlessly – all under one organized hub. It’s your ultimate professional services automation (PSA) tool.
How We Help
Time Tracking Automation
Log billable hours accurately and automate timesheets across clients and projects.
Project Planning & Milestones Management
Efficiently allocate resources, track progress, facilitate team collaboration, manage documentation, define requirements, assign tasks, and meet deadlines.
Integrated Invoicing
Automate billing, reduce errors, and improve cash flow while staying on top of organization-wide accounting – from bookkeeping, payroll, and reporting – with real-time financial data and AI features.
Resource & Capacity Planning
Forecast availability of manpower, expertise and supplies, optimize team workloads, plus automate appointment bookings, meetings scheduling, and communication.
Client & Contract Management
Maintain centralized visibility of client history, terms, and performance to enhance customer engagement and satisfaction.
- Firms with ERP integration improved billable utilization by 17% and reduced admin workload by 25%.