Find SmartERP for your business

Accounting and audit

Professional services

See which client engagements are on schedule, who spent how many hours on each and what is still to bill, before the year-end rush leaves the partners guessing.

Accounting, Project, Timesheets, Sales, CRM

Agriculture

Agriculture

Record what is harvested, graded and stored, sell it against standing and one-off orders, and pay outgrowers and input suppliers for what was actually received.

Accounting, Sales, Inventory, Purchase

Architecture and design

Construction and property

Quote a commission by design stage, run each stage as a project with its own tasks, and invoice the fee as each stage closes, so the principal can see which commissions earn what they should.

Accounting, Project, Sales, Purchase, Inventory

Auto garage and dealer

Services

Give the workshop counter, the parts store and the sales desk one customer list and one stock count, so an estimate, a repair and a bill all point to the same vehicle.

Accounting, Sales, Inventory, Purchase, CRM

Beauty salon and spa

Services

Price the service menu once, quote a bridal party, ring up hair, nails and retail products at one till, and know how many hours each stylist worked before the month closes.

Accounting, CRM, Sales, Point of Sale, Employees

Building materials

Construction and property

Quote in tonnes, bags and pieces, know what is left in the yard before promising a delivery, and give each repeat contractor one account that shows what was supplied and what is still owed.

Accounting, Project, Sales, Purchase, Inventory

Cafe and bakery

Hospitality and food

Take advance orders for cakes and office trays with a written quote, buy flour and butter against orders, and see the day's takings reach the bank.

Accounting, Sales, Purchase, Employees

Car rental and transport

Services

Quote self-drive and chauffeur hire, keep each vehicle's service and fuel history in view, and invoice the company, event host or visitor from the same record.

Accounting, Sales, Inventory, Purchase, CRM

Catering

Hospitality and food

Price events per guest and service style, order ingredients against each confirmed event and keep a record of the cooks and servers hired for it.

Accounting, Sales, Purchase, Employees

Cleaning and facility services

Services

Quote after the site visit, list each contract's tasks, log the hours cleaners spend at every site and invoice the client for what was agreed in writing.

Accounting, Sales, CRM, Project, Timesheets

Clinics and medical centres

Health

Bill consultations and tests, stock the treatment room and the dispensing shelf, and keep a call list of patients and employers who are due back, all from one set of business records.

Accounting, Sales, Inventory, Purchase, CRM

Coffee export and processing

Agriculture

Keep each lot of coffee as its own stock record from the washing station to the export warehouse, sell it against a contract, and pay producers for what was received.

Accounting, Sales, Inventory, Purchase

College and training centre

Education

Bill term fees and employer-sponsored cohorts from one place, buy workshop materials against orders and keep the instructor directory current, so the accounts office stops rebuilding lists at every intake.

Accounting, Sales, Purchase, Employees

Construction

Construction and property

Follow each building project from the accepted quotation to the materials that reach site and the stage invoices sent to the client, so the owner knows which sites are ahead, which are waiting on cement or steel, and who has paid.

Accounting, Project, Sales, Purchase, Inventory

Cooperative and union

Agriculture

Record what each member brings in, what the cooperative buys together and what it sells on, so members and the committee are shown the same figures.

Accounting, Sales, Inventory, Purchase

Dental clinic

Health

Quote a course of treatment, invoice each stage as it is completed, call patients who are due for a check-up and keep the surgery's consumables and laboratory bills in order.

Accounting, Sales, Inventory, Purchase, CRM

Education

Education

Quote a course or a company training contract, invoice fees and see what each learner or client owes, and keep tutors' records and the centre's supplier bills in one place.

Accounting, Sales, Purchase, Employees

Electronics and appliances

Trade and retail

Know which unit went to which buyer, keep quotations for offices and shops in order, and give returning customers a repair history rather than a fresh explanation each time.

Accounting, Sales, Inventory, Purchase, CRM

Event management

Hospitality and food

Price an event once, confirm the hall, caterer and sound hire against it, and see what the event earned after the last supplier bill is paid, without rebuilding the sums for every client.

Accounting, Sales, Purchase, Employees

Fashion and apparel

Trade and retail

Follow a wedding party's or an office's matching order from first enquiry to final payment, keep stock honest for walk-in and online buyers, and record returns cleanly.

Accounting, Sales, Inventory, Purchase, CRM

Fitness and gym

Services

Turn trial visitors into members, invoice fees and personal-training packs, sell day passes and drinks at the desk, and keep a record of the hours each coach worked.

Accounting, CRM, Sales, Point of Sale, Employees

Furniture and interiors

Manufacturing

Quote ready pieces and made-to-order work from the same showroom, plan the timber, board and fittings the workshop needs, and keep each customer's deposit and balance clear.

Accounting, Manufacturing, Sales, Inventory, Purchase

Government and public sector

Public and non-profit

Log what residents ask for, collect the published fee for each service and follow the office's own projects, so a request keeps one record from the counter to its closing.

Accounting, Sales, CRM, Project, Timesheets

HR outsourcing

Professional services

Follow a candidate from vacancy to interview to hire, keep the staff you place at client sites in one directory, and invoice each employer from the same records.

Employees, Accounting, Recruitment, Time Off, Attendance

Hospital and diagnostics

Health

Bring the departments' supply orders, the central store, invoices to insurers and referring clinics, and the staff directory into records that finance and ward managers read together.

Accounting, Sales, Inventory, Purchase, CRM

Hospitality

Hospitality and food

Quote nightly, weekly and monthly stays, invoice the company or the guest, and pay the tradespeople who keep each apartment ready, all from one ledger.

Accounting, Sales, Purchase, Employees

Hotel and lodge

Hospitality and food

Keep guest billing, supplier purchasing and staff records in one place, so the owner can see what the property earns and spends without waiting for the month-end spreadsheet.

Accounting, Sales, Purchase, Employees

IT and software services

Professional services

Keep the project, the technician hours and the invoice together for every client, from a network cabling job to a monthly support visit.

Accounting, Project, Timesheets, Sales, CRM

Import and export

Trade and retail

Log each shipper's enquiry, quote a fee per consignment, and keep what carriers, agents and warehouses cost beside what you bill, so every job shows whether it paid.

Accounting, Sales, Inventory, Purchase, CRM

Insurance agency

Finance

Keep every customer, the offer shown to them and the date to call before their cover ends in one place, and issue the agency's own invoices and record payments from the same record.

Accounting, CRM, Sales, Employees

Law firm

Professional services

Keep every new matter, the time each lawyer spends on it and the fee note together, so partners can see what is open, what is chargeable and what is unpaid.

Accounting, Project, Timesheets, Sales, CRM

Logistics and freight forwarding

Services

Price a load by route, receive and release goods in the warehouse, assign vehicles and drivers, and pay hired carriers and fuel suppliers against a record.

Accounting, Sales, Purchase, Fleet, Shipping and Delivery

Management consulting

Professional services

Follow a consulting assignment from the first conversation with an executive to the handover, with deliverables, consultant days and milestone invoices in the same record.

Accounting, Project, Timesheets, Sales, CRM

Manufacturing

Manufacturing

Connect what buyers order, what the floor builds, which materials it consumes and what is invoiced, so the owner can read the stock and cost of a batch without a separate sheet for every department.

Accounting, Manufacturing, Sales, Inventory, Purchase

Marketing and advertising

Professional services

Run client briefs, campaign tasks, creative hours and invoices in one place, and keep the agency's fee visibly separate from the radio, print and outdoor costs passed through.

Accounting, Project, Timesheets, Sales, CRM

Microfinance and savings

Finance

Follow each prospective member from first visit to enrolment, keep the member list and fees current, and hold the institution's own accounts and staff in one place.

Accounting, CRM, Sales, Employees

NGO and development

Public and non-profit

Track each programme's tasks, the hours staff give to it and the purchases made for it, so the finance officer can answer a funder from the ledger rather than from scattered files.

Accounting, Project, Purchase, Timesheets, Employees

Pharmacy

Health

Sell at the counter with stock reduced as items leave, reorder from wholesalers before the shelf is bare, and invoice the clinics and small businesses that buy on account.

Accounting, Sales, Inventory, Purchase, CRM

Photography and media

Services

Quote a package, run the shoot and the edit as one project, record the hours behind each job and invoice the deposit and the balance from the same record.

Accounting, Sales, CRM, Project, Timesheets

Printing and packaging

Manufacturing

Price each job from the sheets, ink and finishing it really uses, follow it through the press room and invoice it against the quotation, so repeat labels and cartons are as easy to reorder as they are to quote.

Accounting, Manufacturing, Sales, Inventory, Purchase

Professional services

Professional services

Keep the catalogue of scoped services, the tasks behind each one, the hours spent and the invoice in a single place, so small jobs stop costing more than they earn.

Accounting, Project, Timesheets, Sales, CRM

Real estate and property

Construction and property

Capture every buyer, renter and landlord enquiry from the website, follow it through viewings to a signed deal, and invoice fees from the same records the agents already use.

CRM, Accounting, Sales, Project, Website

Restaurants

Hospitality and food

Ring up every table on one till, count stock against deliveries and record when kitchen and floor staff arrive, so the owner reads one set of figures after closing.

Point of Sale, Accounting, Purchase, Inventory, Employees

Retail

Trade and retail

A neighbourhood shop sells at the counter and online from the same shelves. SmartERP lets both draw on one stock count and one set of takings, and turns supplier buying into a routine.

Accounting, Sales, Inventory, Purchase, CRM

School (K-12)

Education

Invoice term fees family by family, keep teachers and support staff in one directory, order books and supplies with a record, and register parents for open days.

Accounting, Sales, Purchase, Employees

Security services

Services

Turn each site assessment into a quotation, keep the guard directory by post and supervisor, follow incidents as tasks, and bill each client against its contract.

Accounting, Sales, CRM, Project, Timesheets

Supermarket and grocery

Trade and retail

A supermarket turns stock over every day and buys from many suppliers at once. SmartERP records what each supplier delivers, what the shelves sell and what the bulk buyers on a standing list order.

Accounting, Sales, Inventory, Purchase, CRM

Trading and distribution

Trade and retail

Record what each buyer asked for, what each supplier quoted and what the trade finally earned, so the written offer, the purchase and the invoice all point back to the same request.

Accounting, Sales, Inventory, Purchase, CRM

Travel agency

Hospitality and food

Price a trip once, record what was booked with the airline, hotel and ground operator, and see what the agency keeps after supplier costs and cancellations, trip by trip.

Accounting, Sales, Purchase, Employees

Wholesale

Trade and retail

Give each shop and restaurant its own price and account, keep warehouse counts honest, and see who still owes money before the next delivery route is loaded.

Accounting, Sales, Inventory, Purchase, CRM