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Business setup · Professional services

Software agency

Discovery to estimate to milestone invoices, maintenance contracts, change requests billed by the hour and a help centre for your clients.

Use in EraAll templates
modules
10
agents
3
workflows
2
sample services
3
site pages
4

What Era prepares for this business

For a software house building web and mobile products for companies: requests move from discovery call to estimate to proposal, an accepted proposal is split into milestone payments and invoiced after approval, launched products go on a monthly maintenance & support contract, change requests are logged as billable hours and drafted into invoices, and clients find answers and report bugs through your help centre and inbox.

Modules10

  • Sales
  • Quotes
  • Team
  • Invoices
  • Subscriptions
  • Help center
  • Reports
  • Dashboards
  • Workflows
  • AI

Agents3

  • Estimate assistant

    Turns a request into a phased draft proposal for the project manager.

  • Support triage

    Sorts incoming support messages into critical, normal and change request.

  • Maintenance win-back

    When a maintenance contract is cancelled, asks the project manager to call before it ends.

Sample services and prices3

Comes with the setup; swap in your own prices.

Product workshop (1 day)₺30,000
Mobile app MVP₺450,000
Code and security audit₺55,000

Every lead, with its stage in plain sight

Leads come in from Instagram, a form or WhatsApp and land as new. Log the calls and set the next follow-up; an overdue one turns red. For a won customer, the quote and the payment come from the same record.

How it’s set up

Four steps. Era does the first two; you connect your channels and get to work.

  1. 1Pick the setup

    When you sign up you pick your business; Era suggests the right setup.

    Software agencyAnother business

  2. 2Era sets it up

    Modules switch on, agents and workflows are prepared, sample records are added.

    • Sales
    • Quotes
    • Team
    • Invoices
    • 3 agents

  3. 3Connect your channels

    Connect your accounts once so every message lands in one inbox.

    • WhatsAppConnect
    • InstagramConnect
    • GmailConnect
    • Google CalendarConnect

  4. 4Start

    Your agents are ready. Type or say what you need to Era.

    • Estimate assistantReady
    • Support triageReady
    • Maintenance win-backReady
    Ask Era anything…

Workflows included in this setup

Similar templates

Start with Software agency

Runs on your own Claude or ChatGPT subscription, or your API key.

Use in Era