Customers
Modules work on the same data; each record is created once and moves through the relevant teams and processes.
← Back to all industries
Industry-specific CRM / ERP and business management
Professional Services Custom Software
Enterprise software solutions for Professional Services, built around your team, workflow and reporting needs and managed from one centre.
12Professional Services
8Recommended module architecture
Recommended module architecture
Professional Services — Recommended module architecture
Modules selected for your needs work together on shared customer, product, finance and operations data.Opportunities
Modules work on the same data; each record is created once and moves through the relevant teams and processes.
Quotations
Modules work on the same data; each record is created once and moves through the relevant teams and processes.
Projects
Modules work on the same data; each record is created once and moves through the relevant teams and processes.
Tasks
Modules work on the same data; each record is created once and moves through the relevant teams and processes.
Contract Management
Modules work on the same data; each record is created once and moves through the relevant teams and processes.
Invoices & Accounts
Modules work on the same data; each record is created once and moves through the relevant teams and processes.
Customer Portal
Modules work on the same data; each record is created once and moves through the relevant teams and processes.
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
Modules work on the same data; each record is created once and moves through the relevant teams and processes.
Real Sarman 360 screenOpportunities
Modules work on the same data; each record is created once and moves through the relevant teams and processes.
Real Sarman 360 screenQuotations
Modules work on the same data; each record is created once and moves through the relevant teams and processes.
Real Sarman 360 screenProjects
Modules work on the same data; each record is created once and moves through the relevant teams and processes.
Real Sarman 360 screenTasks
Modules work on the same data; each record is created once and moves through the relevant teams and processes.
Real Sarman 360 screenContract Management
Modules work on the same data; each record is created once and moves through the relevant teams and processes.
Real Sarman 360 screenInvoices & Accounts
Modules work on the same data; each record is created once and moves through the relevant teams and processes.
Real Sarman 360 screenCustomer Portal
Modules work on the same data; each record is created once and moves through the relevant teams and processes.
Industry workflow
Move seamlessly from record to management.
Professional Services · Customers · Quotes · Projects · ContractsCustomers
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
Professional Services · 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