Streamline Your
Service Business With ERPNext
Powerful, Flexible, and Open-Source ERP for Modern
Service Providers
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Why Service Companies Choose ERPNext?
From consulting to IT services — ERPNext empowers your service business with real-time project visibility, automated billing, and simplified operations to scale faster and smarter.

End-to-End Project
Management
Organize, schedule, and track projects ,tasks, and
milestones with complete visibility.

Automated Billing & Subscriptions
Automate invoicing, recurring subscriptions, and
payments with
ease.

CRM & Lead
Management
Capture, nurture, and convert leads into long-term customers.

Time & Expense Tracking
Track billable hours, expenses, and reimbursements in one place.

Built for Client Retention
Strengthen client relationships with loyalty programs, feedback, and seamless service delivery.

Scalable for Growth
Whether you're a boutique agency or a large consultancy, ERPNext grows with your business.

Project & Task Management
Track, Assign, and Deliver Projects On Time
Automate project workflows, assign tasks to teams, and monitor progress in real time with visual dashboards.



Smart Task Management
Real-Time Collaboration
Project Profitability Insights

Convert Prospects into Lifelong Clients
Centralized CRM to manage leads, customer history, and service cases — for personalized client experiences.



Unified CRM
Case & Support Ticketing
Loyalty & Retention Tools

Billing & Financial Automation
Faster Billing, Happier Clients
Speed up invoicing cycles, automate recurring services, and accept payments online.



Auto-Generated Invoices
Recurring Subscriptions
Online Payments & Multi-Currency

Time & Expense management
Track Time & Costs Accurately
Keep every project profitable by capturing hours, expenses, and reimbursements transparently.



Billable Time Logs
Employee Expense Claims
Profitability Reports
vs
Capability
ERPNext
Traditional Tools
Project Management
Built-in, real-time
External tools needed
CRM & Client Handling
Native, integrated CRM
Third-party integrations
Billing & Invoicing
Auto & recurring billing
Manual or separate apps
Customization
Fully flexible workflows
Limited configurations
Cost Structure
No per-user fees
Expensive licenses
Data Ownership
Self-hosted, full control
Cloud-only, vendor lock
As a Frappe Silver Partner, we enhance ERPNext CRM for your unique needs:
Industry Workflows
Tailor CRM for manufacturing, SaaS, or retail.
Migration Support
Move data from legacy tools (Zoho, HubSpot) without loss
Training
Coach teams on advanced automation and analytics.
Get Started Today
Free CRM Audit ➔ Custom Configuration
Let Tridots Tech transform your customer relationships with ERPNext’s unified, open-source CRM.
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