ERP For Professional Services Automation (PSA)
Master Software Solutions is a professional services software development company that provides one-stop solutions for service-based businesses. We provide end-to-end solutions to help you manage your service-based business.
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Successful Projects
Years Experience
Our IT Services for Professional Service Companies
We provide one-stop IT services for professional service-based companies to automate operations, enhance service delivery, and drive growth in professional services, software services, and field services.
We provide professional consulting services to help service-based companies streamline operations, enhance efficiency, and scale sustainably. Our experts understand your business, guide you and create strategies to optimize workflows, improve client relationships, and use advanced tools to drive growth.
Our ERP implementation services enable automation and seamless integration of essential business modules like project management, finance, HR, and client services into a unified platform. We specialize in providing tailored ERP solutions to the specific needs of service industries such as professional, software services, and field services.
With our integration services, professional service-based companies can integrate your existing systems, applications, and third-party tools for smooth workflow. Our team ensures that the professional services automation software aligns with your business. This will improve efficiency, reduce manual data entry, and provide better insights into business performance.
We offer custom application development services to provide mobile app solutions to service-based businesses. We specialize in the development project management software, a customer portal, or specialized mobile applications.
Our migration services help service-based companies who are looking to transition to new platforms, systems, or modern ERP solutions from legacy systems or migrate to the cloud. We ensure a smooth, secure, and efficient migration process with minimal disruptions.
We provide professional consulting services to help service-based companies streamline operations, enhance efficiency, and scale sustainably. Our experts understand your business, guide you and create strategies to optimize workflows, improve client relationships, and use advanced tools to drive growth.
Our ERP implementation services enable automation and seamless integration of essential business modules like project management, finance, HR, and client services into a unified platform. We specialize in providing tailored ERP solutions to the specific needs of service industries such as professional, software services, and field services.
With our integration services, professional service-based companies can integrate your existing systems, applications, and third-party tools for smooth workflow. Our team ensures that the professional services automation software aligns with your business. This will improve efficiency, reduce manual data entry, and provide better insights into business performance.
We offer custom application development services to provide mobile app solutions to service-based businesses. We specialize in the development project management software, a customer portal, or specialized mobile applications.
Our migration services help service-based companies who are looking to transition to new platforms, systems, or modern ERP solutions from legacy systems or migrate to the cloud. We ensure a smooth, secure, and efficient migration process with minimal disruptions.
ERP Solutions for Professional Services
We specialize in the professional services industry, enabling us to provide custom solutions that align with your business goals. We offer professional services automation software solutions that cover various aspects of your service-based operations.
Project Management
- Project insights forecasting
- Project profitability and revenue tracking
- Project progress monitoring
CRM
- Unified client data and interactions
- Build and track pipeline
- Real-time forecast & predictive
Bid Management
- Integrated bid management
- Centralized insights and analytics
- Risk assessment
Financial Management
- Financial prediction
- Track profits, revenue, and leaks
- Handle multiple revenue recognition methods
HR Management
- Workforce management
- Talent, workforce, and HR costs visibility
- Rapid sourcing and onboarding
Business Intelligence Solution
- Real-time data insights
- Custom dashboards and reports
- Data-driven decision making
ERP Platforms We Work On
We use Odoo and Microsoft 365 Business Central to enable you to easily handle your service processes and enhance service delivery in professional services.
It is a comprehensive cloud-based ERP solution for small, medium, and enterprise businesses. The ERP platform integrates other Microsoft products and offers advanced, tailored features to enhance operational efficiency.
Features of Microsoft 365 Business Central that help professional service companies:
- Project management
- Financial management
- Customer relationship management
- Time and expense tracking
- Reporting and analysis
- Human resource management
- Field service management
- Integration with Microsoft products
- Inventory management
Odoo is an open-source, one-stop ERP platform that offers various business modules to manage the entire aspects of a service-based business, professional, and field service. The ERP platform is highly customizable and scalable, making it perfectly suitable for businesses of all sizes.
Features of Odoo that help professional service companies:
- Project management
- Sales and CRM
- Invoicing and accounting
- Human resource management
- Help-desk and customer service
- Field service management
- Customization
It is a comprehensive cloud-based ERP solution for small, medium, and enterprise businesses. The ERP platform integrates other Microsoft products and offers advanced, tailored features to enhance operational efficiency.
Features of Microsoft 365 Business Central that help professional service companies:
- Project management
- Financial management
- Customer relationship management
- Time and expense tracking
- Reporting and analysis
- Human resource management
- Field service management
- Integration with Microsoft products
- Inventory management
Odoo is an open-source, one-stop ERP platform that offers various business modules to manage the entire aspects of a service-based business, professional, and field service. The ERP platform is highly customizable and scalable, making it perfectly suitable for businesses of all sizes.
Features of Odoo that help professional service companies:
- Project management
- Sales and CRM
- Invoicing and accounting
- Human resource management
- Help-desk and customer service
- Field service management
- Customization
Our E-commerce Software Development Roadmap
We follow an agile approach to implement and build custom professional services software solutions to align e-commerce platforms based on your business needs.
-
1
Discovery Meeting
- Analyze your business
- Understand your challenges & goals
-
2
Planning and Design
- Create project plan
- Design architecture of the system
-
3
Platform Selection
- Choose the best e-commerce platform
- Ensure system compatibility
-
4
Solution Development
- Develop custom ERP solutions
- Integrate existing or third-party systems
-
5
Testing and Launch
- Identify & resolve bugs
- Ensure minimal launch disruption
-
6
Support
- Regular system updates
- Ongoing support & maintenance
Implement and customize the ERP platform to simplify project management and drive business growth.
Professional Services Sub-industries
We provide end-to-end ERP solutions for professional service-based sub-industries to streamline your project delivery.
Case Studies
Many of the world’s top brands have chosen Master Software Solutions to help them implement and customize their Odoo solutions. Here are just a few examples of our delighted customers.
An AI-Assisted, Bias-Resistant Talent Management Platform
A multi-tenant SaaS platform that scores candidates on weighted competency frameworks, not gut feel.
- STAR-format interviews assembled automatically for any role
- Independent AI scoring kept hidden to protect the interviewer's judgment
- Competency match, gap analysis and structured candidate feedback
Full Operational Visibility for a Multi-Channel Coffee Roaster
A 20-year-old legacy platform left no audit trail. Odoo replaced it outright, with real-time visibility across every channel.
- 85% reduction in missed or untracked employee tasks
- 3x faster helpdesk query resolution across all channels
- 100% of operational activities tracked against named employees
99% On-Time Delivery for a Precision Metal Fabricator
Siloed quoting, planning and delivery tools became one Odoo platform with automated batch scheduling.
- Real-time visibility into every sales order's production stage
- Automated batch scheduling upholds a 99% on-time delivery standard
- Auto-batching by material and thickness cuts waste and planning effort
Farm-to-Doorstep Dairy Operations on a Single ERP
Allocating 20,000 liters of raw milk across 21 SKUs was a daily guess. Forecasting now drives production seven days ahead.
- Raw milk utilization improved by an estimated 10%
- 100% of creamery deliveries met their freshness window
- Batch recall audit cut from 2-3 days to under 60 seconds
Reliable Product Sync Between Odoo and WooCommerce
Duplicate product references were breaking WooCommerce sync. We fixed the root cause and now manage their Odoo.
- Every product given a unique reference aligned to its WooCommerce SKU
- Names, pricing and stock now sync with no manual intervention
- Ongoing Odoo management with proactive issue resolution
Optimized Propane Routes and a Unified Odoo Stack
Delivery routes were planned by hand and accounting sat outside Odoo. We optimized dispatch and became their Odoo partner.
- Algorithmic route optimization inside their existing Odoo
- QuickBooks accounting being migrated into Odoo as one source of truth
- Ongoing Odoo development and support after their in-house expert left
An AI-Assisted, Bias-Resistant Talent Management Platform
A multi-tenant SaaS platform that scores candidates on weighted competency frameworks, not gut feel.
- STAR-format interviews assembled automatically for any role
- Independent AI scoring kept hidden to protect the interviewer's judgment
- Competency match, gap analysis and structured candidate feedback
Full Operational Visibility for a Multi-Channel Coffee Roaster
A 20-year-old legacy platform left no audit trail. Odoo replaced it outright, with real-time visibility across every channel.
- 85% reduction in missed or untracked employee tasks
- 3x faster helpdesk query resolution across all channels
- 100% of operational activities tracked against named employees
99% On-Time Delivery for a Precision Metal Fabricator
Siloed quoting, planning and delivery tools became one Odoo platform with automated batch scheduling.
- Real-time visibility into every sales order's production stage
- Automated batch scheduling upholds a 99% on-time delivery standard
- Auto-batching by material and thickness cuts waste and planning effort
Farm-to-Doorstep Dairy Operations on a Single ERP
Allocating 20,000 liters of raw milk across 21 SKUs was a daily guess. Forecasting now drives production seven days ahead.
- Raw milk utilization improved by an estimated 10%
- 100% of creamery deliveries met their freshness window
- Batch recall audit cut from 2-3 days to under 60 seconds
Reliable Product Sync Between Odoo and WooCommerce
Duplicate product references were breaking WooCommerce sync. We fixed the root cause and now manage their Odoo.
- Every product given a unique reference aligned to its WooCommerce SKU
- Names, pricing and stock now sync with no manual intervention
- Ongoing Odoo management with proactive issue resolution
Optimized Propane Routes and a Unified Odoo Stack
Delivery routes were planned by hand and accounting sat outside Odoo. We optimized dispatch and became their Odoo partner.
- Algorithmic route optimization inside their existing Odoo
- QuickBooks accounting being migrated into Odoo as one source of truth
- Ongoing Odoo development and support after their in-house expert left
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At Master Software Solutions, we provide service-based websites, customer apps to book appointments, and apps for the service providers tailored to your business. We also have expertise in developing and implementing systems like inventory management, customer relationship management, logistics, and BI tools for advanced backend.
Developing an ERP professional services solution depends on various factors, like project scope, application complexity, features, functionalities, and customizations required. To request a quote, you can fill out this form. Click Here
Yes, we provide professional service automation (PSA) services for service-based companies that help businesses adapt their existing platforms easily to meet their operational needs. We use Open.AI, Uipath, MS Automate, and Odoo Approval to provide custom professional services automation PSA software.
The development time of building an ERP professional software can vary based on the complexity of your project. Generally, it takes 3-6 months for basic solutions and 6-12 months for complex solutions.
The sub-industries we serve include professional services, like legal, insurance, banking, digital marketing, doctor consultancy, or accounting and billing, software services, like software-as-a-service providers, mobile app development, or custom software developers; and field services, like lawn mowing, handyman, plumbing, car washing, and modification, or internet service provider.