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Enterprise Platform

Advanced Professional
Services Management.
Done Right.

Tier2 Keel is a full ERP platform — CRM, sales, projects, services, helpdesk, finance, accounting, inventory, and quality. From pipeline management to bottom-line results.

Schedule a Demo See the Full Lifecycle
10 Modules
4-Stage Billing
SLA Enforcement
By the Numbers

Built for the complexity
of real business operations.

10
Integrated Modules
CRM, Sales, Projects, Services, HelpDesk, Finance, Accounting, Inventory, Quality, Master Data
10
Ticket Lifecycle Stages
Open through resolution with SLA enforcement at every step
4
Billing Pipeline Stages
Invoice proposal, invoice, transaction, settlement
4
Task Nesting Levels
Work breakdown structures with full hierarchy
Multi
Currency Support
Automatic exchange rate updates across all transactions
2
Access Models
Internal employees and external helpdesk portal users
End-to-End Coverage

From first contact to
bottom-line results. One system.

Click each stage to see what's inside.

Module 01 — CRM & Pipeline

Business partners, contacts, employees, and sales opportunities with weighted revenue forecasting.

  • Business partner management with addresses and role assignments
  • Contact records with communication preferences and history
  • Sales opportunity pipeline with configurable win-probability stages
  • NPS survey tracking with automatic promoter/detractor classification
  • Employee records with billing rates and cost rates

Business partners, contacts, employees, and sales opportunities with weighted revenue forecasting.

  • Business partner management with addresses and role assignments
  • Contact records with communication preferences and history
  • Sales opportunity pipeline with configurable win-probability stages
  • NPS survey tracking with automatic promoter/detractor classification
  • Employee records with billing rates and cost rates

Vendor quotations, client proposals with full version history, and conversion to projects.

  • Quotations for vendor procurement with commercial terms
  • Client proposals with identification, responsibilities, and line items
  • Version history — every revision preserved for audit
  • Automatic project creation from won proposals with full data carry-over
  • Competitor tracking and expected revenue by service type

Phases, tasks, milestones, time entries, issues, and risks — with Gantt scheduling and baseline variance.

  • Work breakdown with phases and tasks nested up to 4 levels
  • Team member allocation with roles and planned hours
  • Time entry logging with automatic cost calculation from employee rates
  • Issue tracking with 10-stage workflow and severity classification
  • Risk register with probability, severity, and mitigation plans

Contract terms, SLA targets, contracted hours, billing frequency, and renewal tracking.

  • Formal service agreements linked to customers and service levels
  • Response and resolution SLA targets per agreement
  • Contracted hours with consumption tracking
  • Configurable billing frequency and payment terms
  • Automatic renewal workflow with full history

10-stage ticket lifecycle with SLA enforcement on business hours, category routing, and customer portal.

  • Ticket creation with customer, category, priority, and SLA assignment
  • Interaction logging — comments, emails, calls with public/internal visibility
  • Hierarchical categories with automatic team and SLA suggestions
  • Customer portal with licensed users and product-level access
  • Operating hours configuration for accurate SLA calculation

Invoice proposals generated from projects and agreements, through to posted invoices and bank reconciliation.

  • Automatic invoice proposal generation from project hours and contracts
  • 4-stage pipeline: proposal, invoice, transaction, settlement
  • Batch settlement processing for bulk payment runs
  • Bank statement import with transaction reconciliation
  • Aging analysis, cash flow projection, and period management
Core Modules

Deep capabilities in
every department.

CRM & Contacts

Business partners with addresses and responsibilities, contact management with communication preferences, employee records with billing and cost rates. Sales opportunities with weighted pipeline and NPS tracking.

Sales & Proposals

Vendor quotations for procurement. Client proposals with version control and audit trail. Won proposals convert to projects — all terms, line items, and assignments carry over automatically.

Project Delivery

Phases, tasks, milestones, team allocation, and time tracking. Issue management with 10-stage workflow. Risk register with severity and probability. Gantt scheduling with baseline snapshots for variance analysis.

HelpDesk & Support

10-stage ticket lifecycle with SLA enforcement calculated against operating hours. Hierarchical category routing. Customer portal with licensed user management and product-level access control.

Finance & Accounting

Billing automation from invoice proposals through settlement. Multi-currency with automatic exchange rates. Journal entries, period management, double-entry posting. Bank reconciliation and aging reports.

Quality & Inventory

Quality event logging with root cause analysis and corrective action tracking. Inventory management with items, locations, stock movements, and balance tracking from transaction history.

Why Tier2 Keel

Full lifecycle coverage.

Full Lifecycle Coverage

CRM, proposals, projects, contracts, helpdesk, finance, and quality in a single platform. A won proposal becomes a project. Project hours generate invoices. Tickets trace back to contracts.

  • Single data model across all modules
  • Every record linked to every related record
  • Role-based access for internal staff and external portal users

Worldwide Fiscal Compliance

Configurable tax engines, withholding rules, and electronic invoicing built into the invoice and settlement workflow. Adaptable to any jurisdiction.

  • Multi-component tax codes with pass-through and withholding lines
  • Electronic invoicing
  • Multi-currency with automatic exchange rate updates

SLA Enforcement on Business Hours

SLA timers on helpdesk tickets and service agreements count operating hours. Non-working days excluded automatically.

  • Configurable operating hours per SLA
  • Non-working day calendar for holidays and closures
  • Response and resolution targets per service agreement
Integrations & Connectivity

Connects to your existing
technology stack.

OData & REST APIs
Power BI Ready
Excel Import/Export
MCP Server
AI Agents

See the full system in action.

Book a walkthrough and see how Tier2 Keel handles your business operations — from first opportunity to bottom-line results.

Schedule a Demo