ERPHUBs configures Zoho Projects, Books and CRM for professional services firms to manage project-based billing, time tracking, proposal workflows and resource utilization from one connected system.
The implementation connects proposals, project delivery, timesheets and invoicing so consulting, legal, accounting and agency teams can track performance and profitability accurately.
Billable hours logged inconsistently, leading to under-billing.
Won proposals don't automatically become tracked projects.
No visibility into which consultants are over- or under-utilized.
Retainer usage isn't tracked against contracted hours in real time.
Zoho Projects records timesheets against tasks, separates billable and non-billable hours, and supports approval workflows for accurate client billing.
Zoho CRM manages quotes and proposal workflows, while won deals convert directly into Projects with scope, budget and client details carried across automatically.
Zoho Projects reporting shows resource utilization across consultants, teams, clients and active projects for clearer workload planning.
Zoho Books receives approved time entries for project-based invoicing and supports recurring retainers with usage tracked against contracted hours.
As a Zoho Authorized Partner and Zoho Consulting Professional, ERPHUBs configures Zoho around your actual engagement models — fixed-fee, retainer or time-and-materials — so billing matches how you actually work.
Map your billing models and project types.
Set up CRM, Projects and Books for your workflow.
Migrate existing client, project and billing data.
Train consultants and project managers, with hypercare support.
Yes, Zoho Projects time tracking feeds Zoho Books invoicing.
Yes, via Zoho CRM quotes and Zoho Sign.
Yes, via Zoho Projects reporting.
Talk to a certified Zoho consultant about your proposals, projects and billing model.