Software for Agencies & Consulting Teams
Agencies & Consultants
Erro helps agencies and consultants streamline estimating, proposals, invoicing, and lead management. Centralize your sales process, manage client approvals, and keep pricing consistent across projects—all in one platform, without spreadsheets or disconnected tools.
Solving Real Problems for Your Team
Our platform is designed to address the unique challenges faced by owners, managers, estimators, sales teams, and clients—empowering everyone to achieve better outcomes, together.
Creating professional estimates and proposals quickly
Generate accurate, consistent estimates and proposals using reusable templates and product assemblies.
Build detailed estimates in minutes
Use reusable assemblies for standard services
Maintain consistent pricing across your team
Export and send professional proposal PDFs
Handling client changes or project updates
Easily manage change orders to update estimates, pricing, and scope without confusion.
Create change orders from existing estimates
Track additional costs and revisions
Maintain a full change history
Send professional change orders to clients
Managing invoicing and payments efficiently
Generate invoices directly from estimates or change orders and track payment status easily.
Create invoices in seconds
Record payments and track outstanding balances
Track invoice history and payment status
Send professional invoices to clients
Tracking leads and managing your sales pipeline
Organize leads with custom stages, tags, and notes to move deals forward without complexity.
Visual pipeline for all leads
Customizable stages and tags
Store notes and communication history
Convert leads directly into estimates
Generating new leads from forms or imports
Easily capture opportunities from your website or external sources and add them to your pipeline.
Create custom-branded lead forms
Embed forms anywhere with a link
Import leads from spreadsheets
Tag and segment leads automatically
Ready to streamline your sales process?
Get started with Erro today and see how easy it is to build your own workflow.
Everything your team needs to stay in sync.
From leads to invoices, Erro keeps your team aligned. Built-in CRM and project management tools help you track clients, assign tasks, and stay updated on every job.
Lead Generation
Capture and organize leads to grow your pipeline. Collect leads from web forms, phone calls, and referrals, then prioritize them so your sales team can focus on the best opportunities. Integrate with marketing campaigns to maximize conversions and keep your pipeline full.
Lead Management
Track, nurture, and convert leads with powerful management tools. Monitor every interaction, use custom tags and statuses to segment leads, and collaborate with your team to ensure no opportunity slips through the cracks.
Marketing Automation
Automate outreach to save time and boost conversions. Set up email campaigns, schedule follow-ups, and use custom email templates to maintain a consistent brand presence and streamline communications at scale.
Product Library
Centralize all your offerings with up-to-date pricing, tax profiles, and budget tracking. Add items to estimates, proposals, and invoices with accuracy, without relying on spreadsheets or manual calculations.
Sales Templates
Build reusable templates for all your sales documents, including estimates and proposals. Support complex assemblies, base and option pricing, and item groupings. Save, update, and copy templates to streamline workflows, reduce errors, and accelerate sales cycles.
Estimate Creation
Create accurate estimates in minutes using templates and live pricing from your product library. Adjust items, quantities, and pricing with confidence, then send proposals directly from your estimates to clients for faster approvals.
Invoices & Payments
Generate invoices from proposals and record payments seamlessly. Automate billing notifications, track payment status, and manage recurring or scheduled invoices—all from a single dashboard.
Change Orders
Manage change orders efficiently by linking them directly to estimates and proposals. Track payments and current pricing, update line items easily, and keep your team informed with dashboard visibility and automated approval workflows.
Ready to streamline your sales process?
Get started with Erro today and see how easy it is to build your own workflow.
Frequently Asked Questions
Do I need to install anything to use Erro?
How do I get started with Erro?
Can I change my subscription plan later?
Is Erro suitable for small businesses?
How is billing managed?
Does Erro offer customer support?
Can I import my existing data into Erro?
Is my data secure with Erro?