ERP & CRM Solutions for Professional and Engineering Services
Project accounting, automated quoting, CRM integration, and financial automation — Econix helps services firms get more from Microsoft Dynamics 365.
Common Professional Services ERP Challenges
Disconnected systems and manual processes cost services firms hours every week.
Project accounting spread across spreadsheets and disconnected systems
Quoting takes hours because data lives in multiple systems
CRM and ERP don't talk to each other — duplicate data entry
Month-end close takes too long due to manual reconciliation
Financial consolidation with parent company requires manual data transfer
Invoice processing and approval workflows still paper-based
How Econix Solves It
We connect your CRM, ERP, and quoting workflows into a single integrated platform.
D365 CRM for sales pipeline and customer management
Business Central for project accounting and financial management
CRM + ERP + third-party integration architecture
Automated quoting workflows
Zetadocs document automation
Power BI project profitability dashboards
Professional Services Case Studies
4FrontES
See how 4FrontES cut quote generation from 4 hours to 20 minutes with CRM, Business Central, and JD Edwards integration.
Read Case Study Financial AutomationProfessional Services Firm
See how a professional services firm cut month-end close from 12 to 3 days with Zetadocs, Power BI, and automated bank reconciliation.
Read Case StudyReady to Streamline Your Services Operations?
Book a 30-minute assessment to discuss your project accounting and CRM challenges.
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