Do we need an ERP, or is a CRM enough?

It depends on what you want to solve. A CRM holds clients, quotes and the conversations with them. An ERP also connects projects, invoicing and accounting. Many service companies start with a CRM linked to their invoicing software and move to an ERP only when they grow. The assessment shows which one you need now.

Do you do the implementation yourselves?

No. RIFTER does not sell or install software. For each solution we bring 2-3 vendors, and the one you choose does the implementation. We coordinate the project and make sure the software is actually used.

How long does it take?

The assessment takes 2-3 weeks and ends with the solutions report. Vendor selection and implementation are planned in stages, in order of impact, not all at once.

Do we have to replace the software we have?

Not necessarily. Sometimes the existing software is fine, but it is barely used or not connected to the rest. Other times it is outdated or missing altogether. The assessment shows which situation you are in, and if you need something new, you compare 2-3 vendors before deciding.

Digitalization for B2B service companies

A service company sells its people's time and skill. When hours worked, quotes and invoices live in different places, you no longer know which projects make money and which clients are waiting for an answer. This page is for consultancies, agencies, accounting and law firms, IT companies and service and maintenance companies.

Take the free digital audit Book a call

Sound familiar?

Hours worked are logged late or not at all, and some never reach the invoice.
You find out whether a project was profitable only after it has ended.
Invoices are put together by hand at month end, from timesheets and emails.
A client's history is split between one colleague's phone and another's inbox.
Quotes are written in Word and Excel and nobody tracks what happened to them.
Subscriptions and monthly contracts are invoiced by hand, and overdue payments are chased from memory.
Field teams fill in paper sheets that reach the office days later.
A client's documents are scattered across folders and emails and are hard to find.

If you ticked at least two, the problem is not a lack of software. It is the way information moves between people, systems and departments. That is where we start.

Where you start from

Service companies usually start from one of two situations.

Excel, email and chat

Clients, quotes and hours worked are kept in files and in conversations. It works while the company is small and everyone knows everything. When the team grows or someone leaves, the information leaves with them.

Software that was bought but is barely used

There is a CRM or a time tracking tool, but people rarely fill it in and decisions are still made from Excel. The software is paid for, yet it says nothing reliable about clients or projects.

What we digitalize, in the order that matters

We do not start with the biggest project, but with the one that brings a visible result quickly and prepares the ground for the rest.

Clients and quotes in one place

Every client has their own history: conversations, quotes sent, what was promised and who is in charge. Quotes are followed up until there is an answer, not lost in email.

Time tracking and project profitability

Hours are logged per project and per client, easily, on the day they were worked. You see early which projects are going over budget and which clients are profitable.

Invoicing from timesheets and contracts

The invoice starts from the hours worked or from the monthly contract, is not retyped by hand, and reaches e-invoicing and accounting without reconciliation at month end.

Receivables under control

You know at any moment which invoices are unpaid and since when, and reminders go out on time without depending on anyone's memory.

Field teams

For service and maintenance companies: appointments, job sheets and reports are completed on the phone, at the client's site, and reach the office straight away.

The right software: CRM, time tracking, invoicing

We establish what you need, arrange meetings with 2-3 vendors for each solution and help you understand and negotiate the offers.

Where the industry stands today

Across the European Union, a large share of professional service companies still work without the basic tools for clients and for running the business. The figures are for enterprises with at least 10 employees in professional, scientific and technical activities, in 2025.

36%

of EU professional service firms use a CRM

64% do not

48%

use an ERP

52% still run without one

21%

use Business Intelligence software

79% do not

Source: Eurostat, professional, scientific and technical activities (NACE M), EU average, 2025

How we work with b2b services companies

Three stages, each with a clear result. You can stop after any of them.

RIFT Discover

2-3 weeks

We talk to management to understand what you want to improve. Then we interview the people who sell, those who work on projects and those who invoice, because that is where the real problems show. At the end you receive a report with the optimisation solutions, which we go through together.

RIFT Discover details

RIFT Navigate

2-4 weeks per solution

For each solution we explain what it means in practice and roughly what it would cost. If you agree, we arrange meetings with 2-3 vendors for each solution (CRM, time tracking, invoicing) and help you understand and negotiate the offers.

RIFT Navigate details

RIFT Transform

for the length of the implementation

We coordinate the implementation alongside your team and the vendors, measure progress and make sure people actually use the new tools.

RIFT Transform details

Frequently asked questions

See where your company stands

The free digital audit takes 5 minutes and shows you where you stand against the European average. If you would rather talk directly, pick a slot in the calendar.