We implement Zoho to connect proposals, project delivery, time tracking and billing — so consulting, legal, accounting and agency firms can bill accurately and see true profitability per client.
Billable hours logged inconsistently, leading to under-billing.
Won proposals don't automatically become tracked projects.
No visibility into which consultants are over- or under-utilized.
Retainer usage isn't tracked against contracted hours in real time.
Timesheets logged against tasks, marked billable or non-billable, with approval workflows for accuracy.
Won CRM deals convert directly into Projects, carrying over scope, budget and client details automatically.
Dashboards blending Projects and People data to show utilization by consultant, team or client.
Recurring retainer invoices alongside project-based billing, with real-time usage tracking against contracts.
As a Zoho Authorized Partner and Zoho Consulting Professional, ERPHUBs configures Zoho around your actual engagement models — fixed-fee, retainer or time-and-materials — so billing matches how you actually work.
Map your billing models and project types.
Set up CRM, Projects and Books for your workflow.
Migrate existing client, project and billing data.
Train consultants and project managers, with hypercare support.
Yes, Zoho Projects tracks billable and non-billable hours per task, which flow directly into Zoho Books for invoicing.
Yes, we configure recurring retainer invoices in Zoho Books alongside project-level time tracking.
Yes, Zoho Analytics combines Projects and People data to show utilization by consultant, team or project.
Yes, Zoho CRM deals convert directly into Zoho Projects, carrying over scope, budget and client details.
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