CRM · PSA · ERP — one platform

The whole org.
One system.

MelaPlatform is the single system professional consulting and services firms run on. Pipeline, engagements, resourcing, time, billing, and the general ledger — one org, one login, one source of truth. No separate CRM, PSA, and ERP. No middleware holding them together.

Open the primary instance Start with 5 seats
Consulting partners around the MelaPlatform pipeline
Partner review on MelaPlatform · pipeline, staffing, and margin in one view
Product

Built for firms that bill by the engagement.

Partner reviewing the MelaPlatform pipeline

Pipeline, without the tax

Leads, accounts, contacts, opportunities, Kanban, convert, activity timeline. Weighted forecast is amount × probability. That is the whole trick.

MelaPlatform visual Flow builder

Closed-won becomes an engagement

Convert the opportunity and it is already a staffed engagement — scope, team, and timeline — instead of a fresh export into a second system.

Service desk on MelaPlatform

Service with a live SLA

Cases, knowledge, and a clock that actually counts down. High-priority cases can open a flow on create.

Platform

What used to be four vendors and an integration budget.

Quote the SOW, not just the deal

Products, price books, quote lines, discounts. Accept a quote and it becomes the engagement's scope and rate card — not a PDF someone re-keys.

Staff it, time it, bill it

Resource calendar, timesheets tied to the engagement that sold them, and an invoice that pulls straight from logged time. No Harvest export, no separate PSA login.

Financials without the hand-off

Invoice a project and it posts to the ledger. Margin by engagement, by consultant, by client — not a monthly QuickBooks sync job.

The stack you get to delete

One platform. Not six logins.

→

“I did not want a CRM, a PSA tool, and a QuickBooks integration held together with Zapier. I wanted the pipeline, the engagement, the timesheet, and the invoice in one place I own.”

Thomas McGraw · System Administrator, primary instance

Mela, the MelaPlatform mascot
Licensing

Seats, not souvenirs.

Buy Starter, Growth, or Unlimited. One price per seat covers CRM, PSA, and ERP — no per-module add-ons, no integration fee. Checkout issues a license and a password for the org.

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