Skip to content
SimpleERP
Start free trialTalk to us
SimpleERP
Sign inStart free trial

Professional services

ERP software for service businesses and agencies

Win the work in a pipeline, quote it, invoice it with the right SAC code and GST, collect the money, and pay your team, without a single stock screen in the way.

Start free trialTalk to us

In short

SimpleERP is ERP software for service businesses and agencies in India. Leads and follow-ups become quotations and SAC-coded GST invoices with place of supply, and expense claims, attendance, leave and payroll run on the same ledger, with no stock screens.

Illustration of the CRM pipeline with four stages and a list of follow-ups due today.

A day in a service business

In a service firm the product is people's time, so the work is winning clients, billing them right and keeping the team paid.

A design and IT agency in Coimbatore starts the week with a list of leads from referrals and a trade show. Two need a call back today, one asked for a revised quote, and one has gone quiet. The follow-ups live in a notebook and a WhatsApp chat, and someone always gets missed.

When a client says yes, the quote is retyped into an invoice. The client is in Bengaluru, so the GST should be IGST, not CGST and SGST, and the SAC code has to be right. Then there are staff travel claims to approve, leave requests to answer and salaries to run at month end.

SimpleERP turns that week into one flow. The lead becomes a customer and a quotation, the quotation becomes an invoice with the place of supply worked out from the client's GSTIN, and claims, leave and payroll sit next to the books they post to.

CRM

Never lose a lead to a forgotten follow-up

Leads, deals and follow-ups live in a pipeline, and the follow-ups due today are the first thing a salesperson sees, so nothing depends on memory.

  • Duplicate check warns when a lead's phone is already in the pipeline.
  • Kanban board on a computer, a simple list on a phone.
  • Log calls, meetings and notes against the lead or the deal.
  • Convert a lead to a customer and a quotation in one step.

GST billing

Service invoices with the right SAC code and place of supply

Each service carries its SAC code and GST rate, and the invoice compares the client's state with yours to apply CGST and SGST or IGST, without you choosing.

  • Services are products without stock: no warehouse, no stock movement, no cost of goods.
  • Free-text lines for one-off work that is not in your service list.
  • State from GSTIN: type the client's GSTIN and their state fills itself.
Client is inTax on the invoice
Tamil Nadu (same state)CGST and SGST, half the rate each
Karnataka (another state)IGST at the full rate
How SimpleERP picks the tax on a service invoice from Tamil Nadu

Sales and payments

From quote to cash without retyping

A quotation converts to an invoice with every line carried over, and each payment received is allocated to the invoices it settles, so dues and ageing are always current.

  • Quotation status shows sent, accepted, declined or expired, and the conversion rate.
  • Receipts by bank transfer, UPI or cheque, allocated oldest invoice first.
  • Receivables ageing by client, with a reminder written for you to send.
  • Credit notes when a fee is reduced after the invoice went out.

Illustration of receivables ageing: ₹2,14,800 to collect across 5 buckets, with customer totals.

Receivables ageing by bucket and by client.

Expenses

Travel and client expenses, claimed from a phone

Staff submit expense claims with a photo of the receipt from their phone, a manager approves or rejects with a reason, and reimbursement is posted to the books.

  • Claims move from submitted to approved to reimbursed.
  • Business expenses such as rent, software or travel, with input tax recorded.
  • Expense categories map each cost to the right account.

Illustration of an expense claim on a phone with a receipt photo and Approve and Reject buttons.

An expense claim with a receipt on a phone.

People and payroll

Attendance, leave and payroll for a team that is often out

Staff check in from their phone, request leave from their phone and see their payslips there, while the monthly payroll run reads paid days from attendance and leave.

  • Self-service for every employee: attendance, leave, payslips and claims.
  • Leave balances that update the moment a request is approved.
  • Payslips with Basic, HRA, PF, PT and TDS, posted to the books on approval.

Illustration of the daily attendance sheet on a phone with a Mark all present button.

The attendance sheet on a phone.

Ready on day one

What you don't have to set up

A service firm can ignore half the product, and SimpleERP lets it.

  • No warehouses, stock or chart of accounts to look at unless you go looking.
  • GST rates split into CGST, SGST and IGST, switched by place of supply.
  • A sales pipeline with ready-made stages you can rename.
  • Salary components, a default shift and leave types.
  • An Employee role that only sees its own attendance, leave, payslips and claims.

One system

The modules that do this work

A won deal becomes a quotation and an invoice; the invoice posts the receivable and the GST, and a receipt settles it.

Honest limits

What SimpleERP does not do for service firms yet

These come up often with agencies and consultants.

  • Timesheets or billing by the hour from tracked time.
  • Project accounting or profitability by project.
  • Recurring or retainer invoices that raise themselves each month.
  • Multi-currency invoicing for clients abroad.
  • E-invoice (IRN) generation through the government API.

Getting started

Start with your first invoice

  1. Sign up with your phone

    Name, phone number and a password. No card for the seven-day trial, and email is optional.

  2. Tell us about the business

    Type your GSTIN and the state fills itself. Accounts, GST rates, units, roles and numbering are seeded for you.

  3. Add what you sell

    Add your services with their SAC codes and GST rates. There is no stock to load, so this takes a few minutes.

  4. Post your first GST invoice

    Pick the customer, add lines and save. Your first GST invoice can be out within 10 minutes of signing up.

FAQ

Questions, answered

Which GST rate applies to my services?

It depends on the SAC code of the service; many professional services fall under the standard rate, but not all. In SimpleERP you set the SAC code and rate on each service and the invoice applies it. Rates change, so confirm the rate for your goods with your CA or the GST portal before you rely on it.

How does SimpleERP decide between IGST and CGST plus SGST?

It compares the place of supply, taken from the client's billing state, with the state of your branch. Same state gives CGST and SGST; a different state gives IGST. The general rules for services have exceptions, so check unusual cases with your CA.

Do I have to use the inventory screens?

No. Services have no stock, so no warehouse or stock movement is involved. A service business can run on CRM, sales, payments, expenses and people without opening inventory.

Can I record TDS deducted by my clients?

There is no dedicated screen for TDS deducted by clients yet. Record the amount actually received as a receipt, and ask your accountant to post the TDS portion with a manual journal, which SimpleERP supports.

Can clients abroad be invoiced in dollars?

No. Invoices are in rupees only in this release. Multi-currency is not supported yet.

Related

Run your whole business from one simple place.

Seven days free. No card. Your first GST invoice in minutes.

Start free trialTalk to us