Tracking projects in service companies with SocrateERP

Date: 11-11-2021
Author: Alina Răfoi

Easily manage projects and increase the quality of services


The companies that offer services vary greatly depending on the field in which they operate, the size and the type of services they provide. With all these differences, the business model is similar, all their activity focusing on projects, resources and customers.


By implementing a software solution with extended functionality dedicated to the industry, service companies ensure business efficiency, integration of all processes, having the opportunity to manage complex projects and differentiated services.


The project management functionality in SocrateERP is extremely complex, which allows companies working on projects to plan and track the execution of projects in any of their phases. The financial planning of a project can be done both in general, based on the information in the service contract (duration, cost, resources involved) and in detail (by phases, subphases, activities, by types of resources), automating customer billing , supplier payments, etc.

The degree of execution of a project, the effort, the acquisitions, the consumptions of planned versus realized materials, the incomes and expenses and its profitability are tracked and controlled in real time, as the project or the afferent phase unfolds.


The contracts, the time planning of each stage, the recording of the effort made on each action, the follow-up of the execution of an action are managed by our clients with SocrateERP.


SocrateERP & CRM functionalities allow you to:

  • define projects by phases, subphases and activities and consumptions per project, according to the quantities and prices agreed with the client
  • follow quantitatively-value the deviations between what was budgeted / agreed and the actual consumptions made
  • track customer complaints and improve response time
  • bill services on different phases of projects and on a flexible pricing structure
  • track projects in various currencies
  • get specific analysis and reporting through dashboards specifically created for service companies


We provide service companies that want to automate and streamline their workflows and increase their profitability on the project, a complete and integrated solution. SocrateERP for Services has many benefits:

  • increasing profitability on the project
  • optimizing resource allocation
  • streamlining hours per project
  • timely delivery of projects
  • management of services and notifications
  • improving customer satisfaction


We attracted companies from the Services area, such as Netafim powered by EPRS.RO, Qualis, Ascorp Electric Networks or Normandy, who understood the advantages of digitalization and why now is the time to look to the future and invest in solutions. complex, cloud-based, easy-to-manage, fully covering their business needs and anticipating and understanding the obstacles they face.


For more details about the SocrateERP solution for Services, go to /, where you can request a meeting with a BITSoftware consultant. 


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