Proposals in an afternoon, not a week
Management consultancy · 25 people — Winning more sales
Every new opportunity meant a partner rewriting last year's proposal late into the night.
What was going wrong
Proposals took days to prepare, retainers renewed late, and billable work slipped through between projects.
What changed
Proposals are now assembled from ready sections, priced from a quotation and accepted online. Each retainer contract reminds the team when an invoice is due, and renewals appear on the list two months ahead.
What it changed day to day
- Proposals: Out the same day
- Renewals: Never missed
- Retainer billing: Never forgotten
How NikERP helps businesses like this
NikERP.cloud is cloud ERP and CRM software for Indian SMEs: GST invoicing, stock, purchase, accounts, customer follow-ups and reporting in one system, with an industry template to start from.