ERP for Service Businesses That Need CRM, Work Tracking and Billing in One Platform
Keep leads, work execution, invoicing and reporting connected instead of spread across separate apps.
No card required to start. Use code FREEDEMO.
Common pains for service teams
- CRM disconnected from delivery: Leads are captured in one tool but project delivery happens in another, so the team that closes deals cannot see delivery status and vice versa.
- Invoicing disconnected from work status: Finance creates invoices based on conversations or emails because there is no direct link between work completion and billing triggers.
- No unified reporting: Leadership pieces together reports from the CRM, project tool, and accounting app to get a picture of revenue, pipeline, and delivery — a process that is slow and error-prone.
- Too many point tools: Teams subscribe to separate CRM, project management, invoicing, and HR tools, each with its own login, data model, and subscription cost.
How NAViCalC connects service workflows
Lead to customer
Capture leads from your website, contact forms, or manual entry. Track follow-ups with reminders, assign leads to team members, and convert qualified leads into customers — all within the same system that handles billing and delivery. No data re-entry between CRM and operations.
Project and task tracking
Create projects, assign tasks, and track progress with Kanban boards or list views. Link tasks to customers and invoices so the team knows which work is billable, which is in progress, and which is blocked. Approvals and audit trails keep handoffs clean.
Invoicing and collections
Generate invoices from completed work, send them to customers with one click, and track payment status in real time. Collections reminders via email and WhatsApp ensure follow-up happens consistently. Credit notes, customer ledgers, and receipt tracking are built in.
User roles and approvals
Control who can approve discounts, write off balances, or close projects using multi-step approval workflows with amount thresholds. Role-based access ensures team members see only what they need, while managers get full operational visibility.
Reporting
Build custom reports across CRM, projects, billing, and accounting. Schedule automated report delivery to leadership. Track key service metrics — pipeline value, project margins, collections aging, and team utilization — from one dashboard instead of piecing together exports from multiple tools.
Why NAViCalC fits service operations
Service businesses live and die by the handoff between sales, delivery, and finance. When a lead becomes a customer, the delivery team needs context. When work is completed, finance needs to invoice quickly. When payment is late, collections needs to follow up. NAViCalC keeps every step connected.
- CRM, projects, billing, and accounting in one system — no integration middleware.
- Lead-to-invoice workflow without switching tools or re-entering data.
- Automated follow-up reminders so collections does not depend on memory.
- Approval workflows and audit trails that scale with team size.
- Unlimited users at one price — scale the team without scaling the bill.
- Multi-language and multi-currency support for global service delivery.
Pricing
Cloud SaaS: $249/month or $1,999/year (USD)
All modules included. Unlimited users. Unlimited storage.
15-day free demo. No card required to start. Use code FREEDEMO.
Service business ERP FAQ
Is NAViCalC suitable for service businesses?
Yes. NAViCalC is designed for teams that need CRM, project tracking, invoicing, and accounting in one system. Service businesses — from consulting firms to agencies to IT service providers — use NAViCalC to connect sales, delivery, and finance.
Does NAViCalC include CRM and invoicing?
Yes. CRM (leads, follow-ups, campaigns) and billing (invoices, receipts, credit notes, collections) are both included in every plan. No add-ons required.
Can I manage projects or tasks in NAViCalC?
Yes. The projects module includes task management, work-item tracking, approvals, and links to billing documents. Teams can track progress, assign work, and trigger invoicing from completed deliverables.
Is there a free demo without card details?
Yes. NAViCalC offers a 15-day free demo. Use code FREEDEMO at signup — no card required to start. You only add payment details if you choose to upgrade.
No card required to start. Use code FREEDEMO.