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IT and agencies

ERP software for IT services companies and digital agencies

Track every enquiry to a signed quote, raise the monthly retainer invoices with the right tax, pay a salaried team with every deduction, and know which laptop sits with whom.

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In short

SimpleERP is ERP software for IT services companies and digital agencies. A CRM pipeline feeds quotations and tax invoices, and payroll, attendance, leave, expense claims and a laptop register run on the same ledger.

Illustration of the CRM pipeline with four stages and a list of follow-ups due today.

A day in an IT services company or agency

A 25-person software or marketing shop sells skilled time every month, so the work is keeping the pipeline full, the retainers billed and the team paid on the first.

At Brightloop Digital in Bristol, Monday starts with the sales lead asking which of last week's eleven enquiries got a proposal. A website rebuild for Harbour Living in Cardiff is close, two app projects are waiting on a revised estimate, and a performance-marketing lead from Dublin has not replied in nine days.

Meanwhile the accounts executive copies last month's retainer invoices in a spreadsheet, changes the month and hopes the tax is right for the clients abroad. Two developers joined this month and need laptops, one designer is serving notice and still has hers, and salaries with tax, pension and other deductions are due in a week.

SimpleERP puts that month on one ledger. The quotation carries the scope from the deal, the tax invoice carries each service at its own rate and the client's tax number, and payroll, claims and the laptop register sit beside the same books your accountant reads.

CRM

See which proposals are waiting on you, and which on the client

Every enquiry becomes a lead, every serious one a deal in a stage with a value and a probability, and the follow-ups due today open first, so a proposal never goes cold because someone forgot.

  • Stages you can rename, from qualification to proposal to negotiation, with won and lost at the end.
  • Lost reason required when a deal closes as lost, so you learn why pitches fail.
  • Quotation from the deal, linked back so the deal shows every version you sent.
  • Source on every lead, such as referral, website or social media, to see what brings work in.

Billing

Retainer and project invoices with the right tax

Each service carries its own tax rate, filled on every line, and a client abroad gets the zero or out-of-scope rate you pick for them, so a retainer copied from last month keeps the right tax.

  • Services without stock: no warehouse, no stock movement, no cost of goods.
  • Retainers raised by hand each month from your saved services.
  • Tax summary by rate on the print, with your bank details.
LineRateAmount
Website maintenance retainer, October20%$3,200
Two campaign landing pages20%$1,000
Taxable value$4,200
Tax at 20%$840
Invoice total$5,040
October retainer invoice to a client in the same country (20% is an example rate; confirm yours with your accountant)

Illustration of tax invoice INV-2026-0213 to Northside Retail with tax 10% and the amount in words.

A tax invoice for a monthly retainer, with the tax on each line.

Payments

Know which retainer clients are paying late

Receipts by bank transfer, card or cheque are allocated to the invoices they settle, so receivables ageing by client tells you who is 60 days behind before you start next month's work for them.

  • Ageing buckets by client, from current to over 90 days.
  • Customer statements with a running balance, ready to print or share.
  • Credit notes when a retainer is reduced or a deliverable is dropped.

Illustration of receivables ageing: 2,441 to collect across 5 buckets, with customer totals.

Receivables ageing by bucket and by client.

People and payroll

Pay a salaried team on time, deductions included

Add a new hire, invite them to self-service by email, and from then on their attendance, leave and claims flow into a monthly payroll run that posts salaries and statutory deductions to the books.

  • Salary structures with basic pay, allowances, pension and other deductions.
  • Income tax per employee as a payslip deduction you set from their tax code or declaration.
  • Work from home as an attendance status, and leave balances that update on approval.
  • Bonus and arrears added to a payslip before you approve the run.

Illustration of a payslip with Basic salary, Allowances, Bonus and net pay of 4,440.

A payslip with basic pay, an allowance and deductions.

Assets and expenses

Know which laptop is with which developer

Laptops, monitors and office furniture go into a fixed asset register that records who holds each one, depreciates it every month into the ledger and shows what to collect when someone leaves.

  • Allocate and return each laptop to an employee, with its serial number and warranty date.
  • Assets held shows on each employee profile, so nothing is missed at exit.
  • Monthly depreciation posted in one run, straight line or declining balance.
  • Software subscriptions and travel recorded as expenses or staff claims with the tax you can reclaim.

Illustration of a fixed asset card with a monthly straight-line depreciation schedule.

The asset register with holder, cost and book value.

Ready on day one

What you don't have to set up

SimpleERP seeds the defaults when you sign up, so an agency can bill and pay people in its first week without designing a chart of accounts.

  • A chart of accounts with salaries, statutory deductions payable and fixed assets already mapped.
  • Your country's tax rates, ready to pick on a product or service.
  • Asset categories such as computers and equipment with a 36-month life.
  • Salary components for your country, a default shift and leave types.
  • Seven ready-made roles, including Sales for account managers and Employee self-service for the team.

By job

IT services and agencies by job

For businesses in India

One system

The modules that do this work

A won deal becomes a quotation and an invoice; the invoice posts the receivable and the tax, payroll posts salaries and deductions, and depreciation posts every month.

Honest limits

What SimpleERP does not do for IT companies and agencies yet

These come up with almost every software and agency team, so here they are up front.

  • Multi-currency billing. Invoices to clients abroad are in your base currency.
  • Recurring invoices that raise themselves. Retainers are raised by hand each month.
  • Timesheets, billing from tracked hours or profitability by project.
  • Bank feeds. Receipts and payments are entered or allocated by hand.
  • Income tax computation. Tax withheld from salary is a deduction you set per employee.

Getting started

Start with your first invoice

  1. Sign up with your email

    Name, email and a password. No card for the seven-day trial.

  2. Tell us about the business

    Pick your country and, if you are registered, type your tax number. Accounts, tax rates, units, roles and numbering are seeded for that country.

  3. Add what you sell

    Add your services, such as development, maintenance retainers or campaign management, with their tax rates. There is no stock to load.

  4. Post your first invoice

    Pick the customer, add lines and save. Your first invoice can be out within 10 minutes of signing up.

FAQ

Questions, answered

Which tax rate applies to IT and agency services?

In most VAT and GST countries software development, IT support and advertising carry the standard rate when the client is local, and services exported to a business abroad are often zero-rated or outside the scope. US states differ on whether they tax software and digital services. In SimpleERP you set the rate on each service and the invoice applies it. Rates differ by country and change, so confirm the rate for your goods with your accountant or tax authority before you rely on it.

Can SimpleERP raise our monthly retainer invoices automatically?

No. There are no recurring invoices yet. Save each retainer as a service with its tax rate, then raise the invoice by hand at the start of the month; picking the client and the service fills the rest.

Can we bill clients abroad in their own currency?

No. Every invoice is in your base currency in this release. If most of your clients pay in another currency, SimpleERP is not the right fit yet.

Does it suit a team of 10 to 50 people?

Yes. Members are unlimited, every employee can use self-service for attendance, leave, payslips and claims, and custom roles let account managers see sales without seeing payroll.

How do we move from spreadsheets or another accounting app?

Start at the beginning of a month or a financial year. Enter opening balances for clients, bank and statutory dues, add your services, add employees with their salary structures, and register laptops as assets already owned with their accumulated depreciation.

Related

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