Opportunity-to-project handoff
Industry solution
Professional Services
Connect pipeline, projects, people, time and billing across client delivery.
Connected operating modelCustomer + business + operations.
Bring CRM, ERP, frontline workflows, automation and analytics into one industry-aligned environment.
Industry priorities
Built around the way industry teams actually work.
Connect pipeline, projects, people, time and billing across client delivery.
Resource and utilization planning
Time, expense and profitability
Client collaboration and documents
Billing and recurring relationships
Connected foundations
One operating picture across the functions that matter.
Use shared business context across customer, commercial and frontline work instead of rebuilding information in separate systems.
Customer & service
CRM, relationships, enquiries and service context.
Business control
Finance, purchasing, stock, projects and commercial visibility.
Frontline operations
Checks, issues, assets, safety, training and day-to-day execution.
Insight & automation
Reporting, analytics and workflow automation across shared data.
Connected workflow
Move work through the organisation without losing context.
Configure the sequence around your actual industry process, approvals and responsibilities.
Capture the context
Create the customer, asset, project, site, supplier or operational record once.
Coordinate the work
Assign ownership, move the process forward and keep operational history together.
Control the exceptions
Use approvals, inspections, alerts and automation where risk or complexity requires it.
Measure the outcome
Report on performance using the same data generated by day-to-day work.
Your operating model
Discuss your requirements
Show us how your industry works in your organisation.
We will map the right combination of Connect, Operate and Apps around the workflows that matter most.
Quick answers
Questions about Professional Services Software
Sanmarris helps professional services organizations connect customer relationships, ERP, operational workflows, workforce activity, automation and analytics in one adaptable platform.
Sanmarris can connect CRM, ERP, finance, inventory, projects, workforce, frontline applications, automation and analytics according to the workflows the organization needs.
Yes. Start with the highest-value workflow and add connected capabilities as adoption and operational requirements grow.