Consulting & Agency Business Software for SMEs
Run the business behind your client work with connected tools for customers, sales, purchasing, finance and employees.
Consulting firms and agencies spend most of their time delivering work for clients, but running the business behind that work involves many other activities. Teams need to manage customer relationships, meetings, follow-ups, quotations, orders, suppliers, invoices, payments and employee administration.
As the business grows, keeping these activities organised across spreadsheets, email and disconnected tools can make everyday management harder.
Entrapris connects the everyday business operations behind your client work, helping your team manage customers, sales, purchasing, finance and people through one platform.
Built for the business behind client work
Entrapris helps consulting firms and agencies manage their business operations. It is not positioned as a specialist project management, timesheet, resource planning or professional-services billing system.
Common Consulting & Agency Business Problems
Customer information is scattered
Client contacts, meetings, activities and follow-ups can become difficult to track when information is spread across different tools.
Sales needs a clear process
Moving from an initial customer conversation to a quotation and confirmed sales order requires a consistent workflow.
Follow-ups can be missed
Busy client-facing teams need a simple way to manage activities, tasks, reminders and important follow-ups.
Supplier purchasing takes administrative time
Consulting firms and agencies still need to manage suppliers, quotations, purchasing and approvals for everyday business needs.
Invoicing and payments need visibility
Business owners need to know what has been invoiced, what has been paid and what remains outstanding.
Employee administration adds overhead
As teams grow, employee information, onboarding, leave requests and expense claims create additional administrative work.
A Connected Client Sales Workflow
Consulting and agency sales often start with a customer conversation and continue through follow-up, quotation, order confirmation, invoicing and payment.
Customer
Meeting
Follow-Up
Quotation
Sales Order
Invoice
Payment
CRM helps keep customer information, meetings, activities, tasks, follow-ups and reminders organised. Sales & Invoicing then supports quotations, sales orders, invoices, delivery orders and real-time payment tracking.
Keep Business Purchasing Organised
Even service-based businesses need suppliers and structured purchasing processes. Entrapris helps keep supplier information, quotations, purchasing decisions and approvals organised.
Supplier
Supplier Quote
Compare Prices
Purchase Order
Manager Approval
Procurement provides a supplier contact directory, supplier quote uploads, supplier price comparison, purchase orders and manager purchase approvals. Finance & Accounting then provides financial visibility across the business.
Entrapris Modules for Consulting & Agencies
Use the modules that fit your business and connect the functions your team manages every day.
CRM
View →Keep customer information, activities, meetings, follow-ups, reminders and contract dates organised.
- ✓Customer Profiles
- ✓Custom Customer Fields
- ✓Bulk Customer Import
- ✓Calendar Sync
- ✓CRM Activities & Tasks
- ✓Follow-Up & Task Tracking
- ✓Automatic Reminders
- ✓Contract & Expiry Alerts
Sales & Invoicing
View →Manage the commercial process from quotations and sales orders through delivery, invoicing and payment.
- ✓Create Fast Quotations
- ✓Turn Quotes into Sales Orders
- ✓Send Invoices
- ✓Delivery Orders
- ✓Instant Payment QR Codes
- ✓Real-Time Payment Tracking
Procurement
View →Organise suppliers and compare purchasing options before creating purchase orders.
- ✓Supplier Contact Directory
- ✓Create Purchase Orders
- ✓Upload Supplier Quotes
- ✓Compare Supplier Prices
- ✓Manager Purchase Approvals
Finance & Accounting
View →Give owners and managers visibility into financial performance, receivables and accounting records.
- ✓Chart of Accounts
- ✓Manual Journal Entries
- ✓Owner-Friendly P&L
- ✓Real-Time Balance Sheet
- ✓Who Owes You (Aged AR)
- ✓Trial Balance Check
- ✓Period Locking
HRMS
View →Give employees simple tools for onboarding, leave requests and expense claims.
- ✓Visual Company Org Chart
- ✓Simple Onboarding & Offboarding
- ✓Employee Portal
- ✓Easy Leave Requests
- ✓Digital Expense Claims
Inventory
View →Maintain product and item information and keep stock counts and updates organised when your business handles products or supplies.
- ✓Item & Product Catalog
- ✓Easy Stock Counts & Updates
This module is most relevant to consulting or agency businesses that also handle physical products, equipment or supplies.
Who Is Entrapris for?
Small consulting firms
For consulting businesses that want a more organised way to manage customers, sales, purchasing, finance and employees.
Growing agencies
For agencies moving beyond spreadsheets and disconnected tools as customer relationships and administrative work increase.
Owner-managed professional services firms
For owners who need clearer visibility across sales, purchasing, receivables and financial performance.
Consulting & agency teams
For teams that need simple tools to manage customer activities, follow-ups, quotations, invoices and everyday administration.
One Connected Consulting & Agency Operation
Client work may be the heart of the business, but running a consulting firm or agency also requires purchasing, finance and employee administration. Entrapris connects these areas together.
Win the Client
CRM and Sales & Invoicing help your team manage customer relationships and move from meetings and follow-ups to quotations, sales orders, invoices and payment tracking.
Run the Business
Procurement keeps suppliers, quotes, purchase orders and approvals organised for everyday business needs.
Know the Numbers & People
Finance & Accounting provides financial visibility while HRMS supports employee information, onboarding, leave and expense claims.
What This Means for Your Business
Keep customer contacts and client activities organised.
Track meetings, follow-ups, tasks and reminders more consistently.
Move quotations into sales orders through a clearer process.
Manage invoices and payment tracking in the same business platform.
Compare supplier prices before making purchasing decisions.
Use purchase orders and manager approvals for a structured buying process.
Give owners and managers better visibility into financial information.
Reduce administrative work around employee information, leave and expense claims.
Consulting & Agency Software FAQs
Can Entrapris help consulting firms manage clients?+
Can agencies manage quotations and invoices with Entrapris?+
Can consulting firms manage supplier purchasing?+
Is Entrapris suitable for small consulting firms and agencies?+
Can consulting businesses use Entrapris for inventory?+
Does Entrapris provide project management or timesheet software?+
Ready to Connect Your Consulting or Agency Business?
See how Entrapris can connect customer management, sales, procurement, finance and HR in one business platform.