Consulting / Advisory
Consulting or advisory firm with timesheet, hourly billing, project management, CRM pipeline, and contract management
Included Modules
All freeEverything you need to run a Consulting / Advisory, ready to go.
Contracts
Recurring contracts and service agreements with renewal tracking
Customers
Customer management with CRM features, lifecycle tracking, tags, …
Invoicing
Create and manage invoices, credit notes, and billing
Projects & Time Tracking
Project management, milestones and time tracking
Tasks
Task management, calls, meetings and activities
Tax Management
Tax rates, calculations and reporting
Time Control
Employee time tracking with geolocation and geofencing. Compliant …
Pre-built Roles
2Role templates for a Consulting / Advisory. Assign them to employees during setup.
Consultant
Manager
Setup Guide
AI AssistantStep-by-step commands to configure your Consulting / Advisory hub in minutes.
Setup Guide: Consulting / Advisory
Configure your Consulting / Advisory hub from scratch using the ERPlora AI Assistant. All commands below are sent to the Assistant at
/m/assistant/.
Step 1 — Describe your business
Send this as your first message to the AI Assistant:
Hi! I have a business consulting firm in London. It's called "NextStep Consulting Ltd". We offer strategic consulting, digital transformation, and change management services to mid-size companies. We bill by the hour and by project. I need to set up the full system.
The assistant will detect your business type and install the right modules. The hub will restart (1-2 min).
Step 2 — Configure everything
After restart, send this complete configuration message:
Perfect, modules are installed. Please configure everything:
- Business info: name "NextStep Consulting Ltd", address "45 Bishopsgate, 4th Floor, London EC2N 3AQ", VAT number GB789012345, phone 020 7890 1234, email info@nextstepconsulting.co.uk
- VAT: 20% not included in prices. Classes: Standard Rate (20%) for consulting services
- Payment methods: bank transfer, direct debit
- Employees:
- Patricia Allen (Consultant, PIN 1234)
- Roger Freeman (Manager, PIN 5678)
Execute everything without asking further questions.
Modules installed
| Module | Purpose |
|---|---|
| contracts | Service contracts and retainer agreements with clients |
| customers | Client CRM with contact history and pipeline |
| invoicing | Issue invoices — hourly, fixed fee, or milestone-based |
| projects | Project management with phases and deliverables |
| tasks | Task tracking per project and consultant |
| tax | Tax configuration — standard rate for consulting services |
| time_control | Timesheet to record hours per project and consultant |
Roles
| Role | Key permissions |
|---|---|
| Consultant | projects, tasks, time tracking, view-only customers |
| Manager | projects, customers, invoicing, contracts, view reports |
Typical use cases
- Record hours worked per project and consultant for time-based billing
- Manage monthly retainer contracts with included hours and overages
- Create projects with phases and deliverables with progress tracking
- Generate profitability reports per client and project
Notes
Professional services sector — VAT not included (B2B). Hourly billing requires an accurate timesheet to justify amounts to the client. Retainer contracts are monthly availability agreements with a set number of included hours. Profitability reports help identify low-margin projects or clients with excessive support demands.
Start your Consulting / Advisory with ERPlora
Create your free account and set up your business in minutes using the AI Assistant. No technical knowledge needed.