One client history
Follow the relationship from first enquiry through quotation and billing.
From enquiry to payment
Keep Every Client Commitment Connected to the Money.
Help agencies, consultants, contractors and professional services teams manage enquiries, proposals, client billing, employee expenses and profitability.
What changes as the business grows
More activity needs clearer operating control.
Client conversations and proposals are scattered
Follow-ups depend on individual inboxes
Project-related claims arrive without context
Revenue is visible before cash or profit is
Built around your operating reality
One platform, practical outcomes.
Professional commercial flow
Create consistent proposals, invoices and payment follow-up.
Clear operating cost
Bring employee claims and business spending into financial reporting.
A connected day
Enquiry→Proposal→Client→Invoice→Expense→Profit
Relevant NextGenERP products
Use the modules your workflow needs.
Sales
CRM
Capture every enquiry, schedule follow-ups, track opportunities and keep your entire sales team working from one customer record.
Explore CRM NextGenERP CRMPune branch · FY 2026–27
Sales pipelineToday’s overview
Open pipeline₹18.4L
Follow-ups today12
Win rate34%
Needs attentionUpdated now
Meridian ToolsProposal sent₹2,84,000
Kaveri FoodsFollow-up today₹1,26,500
Apex DistributorsQualified₹4,10,000
Sales
Sales
Create quotations, confirm orders, apply pricing and tax, and convert approved business into an invoice without re-entering customer details.
Explore Sales NextGenERP SalesPune branch · FY 2026–27
Quotation registerToday’s overview
Quoted this month₹12.8L
Accepted18
Conversion41%
Needs attentionUpdated now
QT/PUN/0261Sent today₹1,48,000
QT/PUN/0258Accepted₹86,500
QT/MUM/0142Needs follow-up₹2,10,000
Finance
Billing
Create clear GST-ready invoices, apply tax and payment terms, share PDFs and keep every outstanding amount visible.
Explore Billing NextGenERP BillingPune branch · FY 2026–27
Invoice registerToday’s overview
Billed this month₹14.2L
Receivables₹4.8L
Overdue12
Needs attentionUpdated now
INV/26/0184Due today₹68,440
INV/26/0178Paid₹1,12,100
INV/26/0169Due in 3 days₹94,300
Finance
Expenses
Capture operating expenses and employee claims, keep receipts attached, route approvals and understand spending by branch or department.
Explore Expenses NextGenERP ExpensesPune branch · FY 2026–27
Expense claimsToday’s overview
This month₹3.84L
Pending review7
Reimbursed₹1.26L
Needs attentionUpdated now
Aditi · Client travelManager approved₹8,450
Rohan · SoftwareAccounts review₹14,200
Neha · Office suppliesPaid₹3,870
For service business
See how NextGenERP fits your current workflow.
Start with your real team, branches and business records during a 30-day trial.