Consultancy
For consultants that need appointment scheduling, client records, proposals, billing, reminders, and implementation support workflows.
Who it is for
Consultancy teams that need daily control.
This fit is strongest when staff need clear screens, owners need usable reporting, and manual records are slowing the business down.
Pain points
Common pressure points.
- Consultation requests are not captured centrally
- Calendar invites and reminders are manual
- Client billing history is hard to review
Use cases
Consultancy workflows Farexa can support.
Public booking and QR booking
Use public booking and qr booking as a practical ERP workflow that connects staff activity, customer records, and reporting.
Customer history and follow-ups
Keep visits, purchases, inquiries, and follow-up notes together so repeat customers are easier to serve.
Receipt and payment workflows
Use receipt and payment workflows as a practical ERP workflow that connects staff activity, customer records, and reporting.
Industry terminology
Built around the language your team already uses.
Users, branches, workflows, approvals, reports, customers, documents, and implementation steps.
UsersBranchesReportsApprovalsCRMFinancials
Recommended modules
Start with these operating areas.
Workflow example
Capture the daily transaction, keep the record, and review the result.
Start with the highest-frequency task, connect it to customers, stock, users, and reports, then add adjacent modules when the workflow is stable.
Capture
Approve
Report
Map consultancy to your team.
We can recommend users, branches, modules, reports, and first-week setup steps.