ERP for professional services firms
Qualify a client enquiry, scope a project and bill an agreed milestone. Connect the commercial work in Datrylo: customer records, quotations, purchasing, stock and invoices. Add tailored industry workflows around the same connected records with our custom-development service.
A two-deliverable engagement gains a third
See how the workflow connects people, records and decisions.
| Step | Owner, record and exception |
|---|---|
| 1 | Proposal PRO-02 agrees two deliverables for 2,000,000 IQD. Project owner assigns each task and acceptance owner. |
| 2 | Customer requests a third deliverable priced at 500,000. Delivery owner records the extra task as proposed, not automatically included. |
| 3 | Commercial owner obtains acceptance of 2,500,000 and a revised deadline before release. Invoice references follow the accepted scope and separate completed from proposed work. |
What belongs in the rollout
Inspect the underlying records
Explore Datrylo in action. Select an image for a closer look.
Keep every handoff connected
Connect crm opportunity, proposal, project task, expense and invoice. Keep responsibilities, documents and the next action together as the work moves between teams. Keep approval and fee revision visible when a scope change occurs.
Build around your specialist operation
We design the process with your team, define the screens and integrations, and deliver the agreed solution with training and a clear handover.
Start with a connected foundation
Bring customers, products, suppliers and opening stock into a consistent workspace. Choose applications for the daily work and a plan that fits your team.
Bring the exception to your workflow review
Configure proposal versions, task owners, expense references and scope/fee approval with the service lead.