Service ERP: Smarter Project & Billing Management
Service ERP
Transforming Service Businesses with Seamless Management
X365’s Service ERP for Professional Firms is built for software companies, audit firms, law firms, consulting practices, and other project-based service providers. It unifies your client operations, team collaboration, project execution, and billing—empowering your firm to deliver higher value with lower operational friction.
The Challenge
Service providers (like agencies, salons, IT firms, and consultancies) struggle with scattered bookings, manual invoicing, disconnected teams, and no visibility into project or service delivery performance.
The Solution
X365 Service ERP offers scheduling, task tracking, client CRM, billing, HRIS, and asset management—customized for industries like legal, IT, audit, and personal services. It centralizes service delivery from booking to billing.
The Impact
Firms cut coordination time by 50%, automate billing and renewals, improve client satisfaction, and scale effortlessly with repeatable, data-backed workflows.
The Challenge
Healthcare providers struggle with fragmented systems for patient records, billing, inventory, appointments, and compliance. Manual coordination leads to delays, errors, and data silos—especially in clinics and hospitals with growing service lines.
The Solution
X365 Healthcare ERP unifies all operations—from EMR and appointment management to pharmacy, consent capture, before-after photos, and treatment room usage. It streamlines patient care, resource management, and financial workflows in one secure platform.
The Impact
Clinics and hospitals reduce admin time by 40%, improve patient turnaround and satisfaction, ensure compliance, and enable faster decision-making with integrated dashboards and real-time data.
Talk to our solution consultant to select the best-suited modules for your venture.
Connect with our expert consultant to identify the most relevant modules tailored to your business needs, ensuring efficiency, scalability, and a seamless patient experience.
Modules
Professional Services Management System Modules
Client & Engagement Management (CRM)
Manage client profiles, engagements, case/project history, documents, and communication logs in one place. Enable structured follow-ups, proposal tracking, and SLA monitoring.
Project & Task Management
Plan and track tasks, deliverables, and milestones across multiple client projects. Assign responsibilities, track billable hours, and measure task progress with visual dashboards.
Time Tracking & Billing
Log hours per task or engagement, auto-calculate billable time, and convert it into invoices. Ideal for legal billing, software development retainers, or audit hours.
Document Management & Version Control
Securely manage case files, contracts, audit papers, or project specs with access control and versioning. Integrates with client folders and team collaboration modules.
Human Resource & Talent Management (HRIS)
Track consultant/associate attendance, skill mapping, leave, payroll, and performance KPIs. Monitor workload distribution and internal resource allocation.
Finance & Accounting
Manage project-based billing, retainer tracking, tax compliance, and P&L reporting. Integrates seamlessly with receivables, payments, and third-party accounting systems.
Case Studies
Service ERP Case Studies
Software & IT Service Companies
Software & IT Service Companies
Case Study 1: CodeMatrix Solutions – Streamlining Project Delivery and Billing
Precision Aesthetics faced challenges in tracking treatment progress and showcasing results to clients. With X365’s Before & After Photo Management, they securely documented each session. Integrated Consent Forms and EMR ensured legal compliance, while the Treatment Room Monitoring module allowed better room scheduling. Their client return rate increased by 38% in just three months
Case Study 2: DevConnect Tech – Client Communication & Document Flow Enhanced
DevConnect had over 15 ongoing client retainers and found it hard to manage version control and scope changes. X365’s Client Engagement Management and Document Versioning allowed secure access to signed agreements, proposal history, and change logs. The result: 100% traceability and 35% faster scope approvals.
Case Study 1: CodeMatrix Solutions – Streamlining Project Delivery and Billing
CodeMatrix struggled with scattered task assignments, manual time tracking, and delayed invoicing. X365 implemented Project Management, Time Tracking, and Billing Modules. Tasks were now assigned with deadlines, developers tracked hours, and invoices were auto-generated per sprint. Client transparency improved, and billing delays dropped by 80%.
Case Study 2: DevConnect Tech – Client Communication & Document Flow Enhanced
DevConnect had over 15 ongoing client retainers and found it hard to manage version control and scope changes. X365’s Client Engagement Management and Document Versioning allowed secure access to signed agreements, proposal history, and change logs. The result: 100% traceability and 35% faster scope approvals.
Audit & Accounting Firms
Audit & Accounting Firms
Case Study 1: Apex Auditors – Automating Time Logs and Proposal Flow
Apex Auditors needed to track staff hours for multiple clients and generate custom proposals. X365 enabled Time Logging per Client Engagement, Proposal Management, and Contract Approval. Partners could view work summaries, while junior staff recorded audit hours in real-time. Time leakage was cut by 60%, and proposal turnaround time dropped from 5 days to 2.
Case Study 2: FinRight Advisory – Finance Automation & Client Self-Service
FinRight offered both tax consulting and bookkeeping. With X365’s Client Portal, CRM, and Accounting Module, clients could upload documents, check pending payments, and download monthly reports. The firm reduced admin hours by 40% and scaled from 50 to 120 clients in one fiscal year.
Case Study 1: Apex Auditors – Automating Time Logs and Proposal Flow
Apex Auditors needed to track staff hours for multiple clients and generate custom proposals. X365 enabled Time Logging per Client Engagement, Proposal Management, and Contract Approval. Partners could view work summaries, while junior staff recorded audit hours in real-time. Time leakage was cut by 60%, and proposal turnaround time dropped from 5 days to 2.
Case Study 2: FinRight Advisory – Finance Automation & Client Self-Service
FinRight offered both tax consulting and bookkeeping. With X365’s Client Portal, CRM, and Accounting Module, clients could upload documents, check pending payments, and download monthly reports. The firm reduced admin hours by 40% and scaled from 50 to 120 clients in one fiscal year.
Pricing
Affordable Pricing Tailored for Business Growth
At X365, our work speaks for itself. From custom web and mobile applications to cloud-powered platforms and digital marketing success stories, our portfolio showcases the results of creativity, collaboration, and technical excellence.
No High Upfront Fees
Enjoy affordable, risk-free entry with pricing plans tailored to fit businesses of all sizes and stages.
Scale As You Grow
Our flexible model grows with your business — upgrade anytime as your needs and success expand.
Transparent Revenue Share
Only pay a fair share — with a maximum 2% revenue cut, no hidden costs, just growth-focused pricing.
No High Upfront Fees
Enjoy affordable, risk-free entry with pricing plans tailored to fit businesses of all sizes and stages.
Scale As You Grow
Our flexible model grows with your business —upgrade anytime as your needs and success expand.
Transparent Revenue Share
Only pay a fair share — with a maximum 2% revenue cut, no hidden costs, just growth-focused pricing.
