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Pro Pack · Most popular

Connect sales, your team, projects and profitability in one integrated workflow.

The Pro Pack implements an ERP for service businesses, connecting sales, projects, your team, invoicing and profitability. Each job has owners, deadlines and milestones, with operational automations within the agreed scope.

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Everything in the Standard Pack Processes before tools All the users you need at no extra charge
// PRO WORKFLOWSale → profitability
01Contact and opportunitySales
02Accepted saleActivation
03Project or serviceOperations
04Tasks and milestonesTeam
05Hours and time spentTracking
06Invoice and paymentAdministration
07ProfitabilityManagement

A sale is no longer the end of the process: it becomes the start of coordinated, measurable work connected to invoicing.

Sales connected to delivery

Acceptance starts the corresponding project, service or workflow.

Coordinated team

Shared tasks, owners, dates, milestones and statuses.

Operational invoicing

Based on milestones, hours, services, quantities or defined rules.

Visible profitability

Margin by project, service and customer, based on the data available.

Finding the right fit

The Pro Pack is for companies that need to coordinate delivery, not just sales and invoicing.

It is designed for service businesses with several employees, projects, maintenance contracts or recurring work, where sales, operations, administration and management need to share the same workflow.

A particularly good fit if...

Your company has grown, but sales and delivery still operate separately.

The challenge no longer ends with attracting leads, quoting and getting paid. You also need to know what is being done, who is responsible, when to invoice and what margin each job generates.

  • A sale does not automatically trigger the work that needs to be done.
  • The team lacks a shared view of tasks, responsibilities and deadlines.
  • Management has to keep asking about project progress.
  • Actual hours or time spent are not compared with estimates.
  • Jobs are completed, but the information reaches invoicing too late.
  • You cannot quickly assess margin by project, service or customer.
  • Subscriptions, maintenance agreements or renewals are invoiced manually.
You probably need a different level if...

Your requirements are either simpler or call for a more specialised operation.

Our aim is to recommend the level that solves your problem without adding unnecessary complexity.

  • If you only need to organise customers, quotations, invoicing and payments, the Standard Pack is usually a better fit.
  • You operate across several companies, sites or different business models.
  • Your operations depend on a critical external integration.
  • You need manufacturing, advanced logistics or complex traceability.
  • You require custom fields, permissions, approvals, screens or calculations.
  • Exceptions outweigh the standard process: this usually calls for a Custom solution.
The operational change

From coordinating by asking everyone to managing through a shared workflow.

The Pro Pack connects what is sold with what the team delivers, what administration invoices and what management needs to measure.

Before

Sales do not trigger delivery

Acceptance creates the corresponding project, service or workflow
Before

There is no shared overview

Tasks, owners, dates, milestones and statuses become visible
Before

Management must ask for updates

Workload, delays and priorities can be checked in the system
Before

Actual hours are not compared

Planned and actual time reveal variances
Before

Work is finished but not invoiced

Milestones and completions trigger the invoicing process
Before

Margins are estimated or unknown

Profitability is analysed by project, service and customer
Pack scope

Exactly what the Pro Pack includes.

It is not a collection of isolated features. It is a complete workflow connecting sales, delivery, the team, invoicing, payments and profitability.

Process workflow

We design the full journey: contact, sale, project or service, tasks, hours or milestones, invoicing, payment and profitability. We define responsibilities, statuses, dates, alerts and completion criteria before configuring the system.

Everything in the Standard Pack

Customer management, sales follow-up, quotations and sales, invoicing and due dates, calendar and activities, customer portal, basic dashboard, standard automations, initial data migration, training and go-live.

Projects and services

Templates, tasks, owners, statuses, dates, milestones and documentation so every job has a consistent structure and follow-up process.

Timesheets

Recording and comparing planned and actual time where needed to track variances and analyse margins.

Operational invoicing

Invoicing by milestones, hours, services, quantities or agreed rules, linked to the progress and completion of work.

Recurring revenue

Standard setup for subscriptions, retainers, maintenance plans or recurring contracts, with scheduled invoices and reminders when the business model requires them.

Operational automations

Connections and alerts between sales, delivery, invoicing and payment so the next steps do not depend on someone remembering them.

Advanced dashboard

Visibility into sales, projects, workload, delays, time spent, work pending invoicing, payments, recurring income and profitability.

Our design rule: we configure only the necessary, measurable workflows. We do not automate disorder: first we define the process, then simplify it and finally automate it.
Automation and management

Every sale triggers delivery; every milestone can trigger invoicing.

Operational automations connect departments that currently work separately, while the dashboard turns daily activity into useful information for decisions.

Operational automation library

Automations that keep work moving.

Specific rules are selected, tailored and documented within the agreed implementation scope.

  • Accepted sale→ creates project
  • Service sold→ applies template
  • Type of work or team→ assigns owner
  • Upcoming milestone, overdue task or blocker→ sends alert
  • Billable milestone or project→ notifies administration
  • Active recurring contract→ creates scheduled invoice
  • Overdue invoice→ creates follow-up
  • Hours or deadline variance→ alerts the owner
Advanced dashboard

One overview of sales, operations and profitability.

Management can see what is being sold, what is being delivered, what remains to be invoiced and where margins are deviating from expectations.

SalesPipeline, forecast, pending quotations and confirmed sales.
OperationsActive projects, overdue tasks, milestones and workload per person.
Time spentPlanned versus actual hours and variances.
InvoicingCompleted work or milestones awaiting invoicing.
PaymentsDue dates, outstanding amounts and ageing.
ProfitabilityMargin by project, service and customer, based on the data available.
Recurring revenueActive contracts, upcoming renewals and expected income.
Pro Pack limits: we work with adapted standard workflows. If your process requires multiple exceptions, critical integrations, custom screens, permissions or special rules, it needs to move to a Custom solution.
Invoicing readiness

VeriFactu configuration is part of the implementation.

Because it includes everything in the Standard Pack, Pro includes ERP invoicing configuration and the declaration of responsibility issued by the system producer for the implemented version.

Clear responsibilities

We implement it. The system producer signs the declaration.

We configure the invoicing workflow and make it operational within the pack’s scope. At go-live, we provide the declaration of responsibility issued by the system producer for the installed version.

01

Implementation

We configure the invoicing workflow within the ERP system.

02

Declaration of responsibility

The invoicing system producer issues it for the relevant version.

03

Documentation

We provide the documentation linked to the implemented version.

Source: AEAT · Declaration of responsibility for invoicing systems (in Spanish).

Limits and extensions

What the Pro Pack does not include, and what can be added.

The Pro Pack covers end-to-end service operations using adapted standard workflows. Anything that changes the core process is treated as an add-on or a Custom project.

Not included in the base scope

What falls outside the Pro Pack.

These items must not be assumed to be included or added during implementation without reviewing the scope.

  • Accounting and bank reconciliation.
  • Purchasing, warehouse management and inventory, unless the corresponding add-on is included.
  • Manufacturing, advanced logistics or complex traceability.
  • Multi-company operations, multiple legal workflows or consolidation.
  • External integrations and custom development.
  • Advanced business intelligence dashboards beyond the agreed standard.
  • Payroll, tax services or regulated professional advice.
Optional add-ons

The system can grow without disrupting the core workflow.

Add-ons are quoted separately and only recommended when they solve a specific need.

Connected website

Turns forms or enquiries into opportunities with an assigned owner and follow-up.

Purchasing and materials

Links suppliers, orders, receipts and consumption to jobs and their margins.

Accounting

Connects documents, banks and financial information with administration and external accountants.

Custom automations

Workflows, limited integrations or AI use beyond the standard operational library.

Limited-scope integrations

Offered as an add-on when they do not require redesigning the core workflow.

When a requirement affects several departments, needs custom development or depends on critical systems, the appropriate level becomes Custom.
How we implement it

The Pro Pack is implemented by process and taught by role.

The goal is not just to configure the system, but to get sales, operations, administration and management working through one workflow with reliable data.

01 / UNDERSTAND

We assess your current operation

Objectives, people, data and the journey from sale to profitability.

02 / DESIGN

We define the target process

Owners, statuses, tasks, milestones, alerts and indicators.

03 / PREPARE

We configure and migrate

We prepare the system, commercial data and other agreed elements.

04 / VALIDATE

We test real scenarios

Sale, project, time spent, milestone, invoice, payment and margin analysis.

05 / TRAIN

We train each role

Separate sessions for management, administration and operational users.

06 / LAUNCH

We go live

With a defined date, responsible people and incident-handling procedure.

07 / MEASURE

We review adoption and improvements

We review deadlines, delays, hours, pending invoices, workload and profitability.

For this to work, we will need clear participation from your side.

  • Appoint a decision-maker responsible for the project.
  • Provide data and documents in the agreed formats.
  • Validate the target process and test cases.
  • Ensure that each role attends its training.
  • Discontinue parallel workflows that duplicate information.
  • Keep statuses, hours, milestones and other required data up to date.
  • Involve your accountant or other providers when necessary.
Frequently asked questions

Common questions before choosing the Pro Pack.

Does the Pro Pack include everything in the Standard Pack?

Yes. It includes the Standard Pack's sales and administrative workflow, plus projects, services, time tracking, operational invoicing, recurring revenue, operational automations and advanced reporting.

Does every accepted sale always create a project?

A sale triggers the project, service or workflow that has been defined. The rule depends on the type of work sold and is validated within the agreed scope before go-live.

Does everyone on the team have to record their hours?

No. Timesheets are used when necessary to compare estimated and actual time, track variances or calculate margins. We do not add steps that provide no useful information.

Does it include subscriptions, maintenance plans or recurring invoices?

Yes, when the business model needs them. We enable the standard workflow for recurring contracts or services, including their periods, invoices and planned reminders.

How is project profitability calculated?

The analysis depends on the available and agreed data, such as hours, time spent, amounts sold and costs within scope. The dashboard shows margin by project, service or customer when the required information is recorded.

Are purchasing, materials and accounting included?

They are not part of the base scope. They can be added when they address a genuine need and do not turn the implementation into a Custom project.

Are integrations and automations unlimited?

No. Pro includes an adapted operational automation library. External integrations, custom developments or workflows with multiple exceptions are quoted separately or moved to the Custom level.

Do I have to pay more to add users?

No. You can add as many users as you need without an additional fee per person.

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Next step

Are your sales disconnected from delivery, invoicing and profitability?

Talk to an advisor. We will review how each service is activated, how you coordinate the team, when you invoice and what information you need to measure margins. We will tell you whether Pro is a good fit or whether a different level is more appropriate.

Talk to an advisor about the Pro Pack Use the contact form
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