痛点
Separate quote templates for license, renewal, implementation, outsourcing
HJERP 解法
Bundle SKUs for license + maintenance + man-days + milestones; delivery lines split after contract.
Industry solution · Tech services
Licenses, renewals, projects, one ERP for every offer
Industrial software, vertical ISV, perpetual licenses, annual maintenance, implementation projects, and staff augmentation — different SKUs, one pipeline from opportunity to invoice and renewal.
Too many ways to sell, too many spreadsheets?
License, subscription, project, and outsourcing can coexist — sales and finance cannot
痛点
Renewals tracked in Excel — missed, wrong, angry customers
HJERP 解法
Contract and subscription cycles in-system; expiry alerts, renewal opportunities, portal visibility.
痛点
Project revenue by milestone but outsourcing margin is a black box
HJERP 解法
WBS, timesheets, subcontract settlement linked to invoices; margin by project and product line.
Tech services matrix
Six common offer types, one platform
Modular rollout for your mix of software and services
License
Software license
Perpetual, seats, modules, upgrades — quoted and contracted with traceability.
Renewal
Renewals & maintenance
Annual support, SaaS, seat/module billing — alerts, renewal quotes, invoicing.
Product
Industrial / vertical software
Product catalog for manufacturing, energy, healthcare — versions and industry packs.
Project
Implementation projects
Milestone quotes, plans, acceptance, progress billing, delivery margin.
Outsource
Outsourcing & man-days
Onsite/offshore day-rate quotes; timesheet cost to project P&L.
Finance
Contract · invoice · cash
E-sign, output VAT, AR, GL — license vs project revenue accounts.
Admin for delivery, Portal for customers, WWW for brand
Professional B2B experience plus sustainable renewals
Admin
Pipeline, quotes, projects, renewals
CRM, bundle quotes, contracts, WBS, subscription cycles, subcontract, and GL with ARR and project margin.
- Bundle quotes
- Milestones
- Renewal alerts
- Product line P&L
Tech services operating loop
From first touch to renewal and expansion
-
01
Lead & opportunity
Site and partners into CRM by product line.
-
02
Bundle quote
License + implementation + year-1 support + optional man-days.
-
03
Contract & kickoff
E-sign splits license record, WBS, subscription period.
-
04
Deliver & accept
Milestones and subcontract confirm trigger billing.
-
05
Renew & expand
Expiry alerts, renewal opps, portal confirm and pay.
-
06
Analyze & grow
ARR, project margin, product mix guide next deals.
China finance + services
License, project, subscription — one ledger
Revenue types linked to invoices, AR, and GL with account separation where needed.
- Output VAT for software / services / mixed contracts
- Milestone billing
- Subscription / renewal AR
- Implementation and subcontract cost
- GL and financial statements
- Stripe / WeChat / Alipay for renewals
Generic inventory ERP cannot model how tech services really sell — HJERP bundle SKUs and projects fit the mix.
Typical scenarios
Industrial ISV, vertical SaaS, integrators, outsourcing
Industrial software Industrial ISV
Industrial software: license + SI + AMC
Perpetual license, milestone implementation, annual maintenance with portal license view.
↓
Missed renewal
Bundle
Quote
↑
ARR
Industry software Vertical software co.
Vertical ISV: SaaS + custom project
Seat-based SaaS plus enterprise WBS; renewals and projects in one customer view.
SaaS
Subs
Project
Milestones
1
Customer view
Outsource / project IT integrator
Integrator: resale + man-days
Third-party license plus own man-day packages; subcontract cost on project margin.
Days
Costing
↑
Margin
Full
Chain
Why HJERP for tech services?
Vertical ERP for license, renewal, project, outsource
| HJERP | CRM + finance | SaaS stack | |
|---|---|---|---|
| License + renewal + project | Native bundles | Custom | Fragmented |
| Renewal alerts & portal | Built-in | Weak | Partial |
| Milestone billing | Built-in | Plugins | Separate PSA |
| Outsource costing | Project | Manual | Timesheet SaaS |
| Customer portal | Built-in | Custom | Limited |
| Product CMS site | 6 locales | None | Separate marketing |
| Data sovereignty | Self-hosted | Mixed | Vendor cloud |
Self-hosted, full source, no per-seat fees for 10–200 person software and services firms.
Services foundation
Many offers, one data model
174+ models across CRM, projects, subscriptions, finance
Offer types
License · renewal · project
Steps
Lead to expansion
Front-ends
Admin · Portal · WWW
Models
Modular
What tech services teams say
Sample quotes — replace with authorized testimonials
「Renewal alerts and portal license view cut missed AMC dramatically — sales stopped living in spreadsheets.」
「SaaS plus custom projects in one bundle quote; milestone invoicing finally matches delivery.」
Unify your service catalog
License, renewal, project, outsource without four systems
Book a 30-minute demo for industrial software, vertical ISV, and services firms on HJERP.