Integrate and automate business processes
Effectively manage your service projects
Maximize resource usage
View projects and their status
Deliver your projects in time, ensure quick and accurate billing
Manage customer requirements and increase your service quality
Make strategic decisions with intelligent reports
Manage complex projects and differentiate your services
Organizations operating in the service industry use the most human resources to deliver the best quality services, the greatest challenges in a service company are to maximize resource use, project planning and execution, cost control over the project, time management on projects, customer relationship management and services.
Socrate is an ERP solution developed for the professional service industry helps streamline business, integrate all processes, enabling companies to manage complex projects and differentiated services.
SocrateERP automates the tracking, management and analysis of both specific and financial projects, including the allocation of time and expenses to each employee, the ability to generate customer orders and bills. The capabilities of the SocrateERP system provide full visibility of company activities and profitability, as well as employee productivity, enabling cost-effective management, service improvement and profit growth.
Effective project management
Define and track the projects, phases, sub-phases, activities and milestones in the project, allocate resources, track costs per project, project status, and invoicing.
SocrateProjects allows a flexible allocation of resources, managing individual resources with their allocation and reallocation, depending on the load, the ability to define status for allocation (attempt, confirmation, etc.).
Costs per project
SocrateERP allows the planning and tracking of planned, budgeted and committed costs, which can be compared in real time with the actual costs of running the project.
Orders and billing
Create deals, generate customer orders from bills, and tracks billable customer services by automating the entire sales process. Track receipts, automatically notify customers who have not paid at maturity and improve your company's cash flow.
Managing customer relationship and services
Manage your customers and their requirements better, respond quickly to any request. Track specific issues and indicators: number of incidents per customer, type of incident, response time and time to resolve.
Financial and accounting management
Automate and manage your entire financial and accounting activity, track and optimize your cash-flow, and quickly obtain all reports and reports required by law, by division and on a consolidated basis (balances, logs, statements). The system is multi-accounting, multi-currency, multi-tax and multi-language.
Service-specific analyzes and reports
SocrateERP offers an overview of all major business indicators through reports and dashboards specially created for service companies (project status, timing, budgeted, versus realized, assigned resources).
Is a modern software solution that includes full financial management and reporting functionality for businesses from different industries.
The open platform built on an architecture that allows for easy application expansion for specific needs and integration with other software and devices to best meet the specific needs of organizations.
SocrateERP is available in two editions: a Cloud edition based on a monthly subscription and a Traditional edition, installed on the customer’s infrastructure.
SocrateProjects allows you to define and track projects, phases, sub-phases and activities, as well as other milestones, with resource allocation, planned and committed hours and values, collaborative work on projects, project cost tracking, easy and efficient management of the return hours and expenses and automatic billing to customers, tracking the status of the projects, with notifications of budget deviations or allocated time.
Flexible, personalized or standard reports with multiple criteria filtering capabilities, dashboards that include financial analysis, projects and their status as well as the ability to bring and view all the required reports in one place make SocrateProjects the best tool for tracking and controlling projects. Native integration with SocrateERP provides a complete management solution for any service company.
is a state-of-the-art business intelligence solution for businesses of any size that want to have an integrated reporting, analysis and notification system.
SocrateBI was developed based on the world’s No. 1 BI platform, MicroStrategy. More than one million users worldwide and thousands of companies across industries use the MicroStrategy Business Platform every day for better decisions.