We were on the bottom end for the size of a company that can move to an ERP system. We were also at the top end in size of a company that can use QuickBooks. xTuple is focused on their clients’ needs. The website, community, and training classes are a big help.
xTuple for Professional Services Companies
Your key to success is managing Projects and Relationships
Companies primarily in the business of providing services find a lot to like with xTuple. In addition to the core accounting functionality, all Editions of xTuple feature fully-integrated CRM – Corporate Relationship Management – which includes Customers, Partners, Vendors and any other corporate entities with whom a company might have relationships.
A key component of CRM is Project Management. Projects can be attached to various types of transactions in xTuple, including Sales Orders, Purchase Orders and Work Orders. Projects consist of individual Tasks, each of which can have a budgeted amount of Time and Expense. Users can enter Time and Expense in a sheet format, and those entries will be automatically associated with the appropriate Project and Task.
The Time and Expense package, used by xTuple itself and all its partner companies who provide professional services, includes manager approval, customer invoicing of approved time and expense – including optional consolidation across multiple sheets – and vouchering of expenses incurred on projects by employees and contractors.
For more information on xTuple for Professional Services companies, please contact xTuple Sales.
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