Configure Grade ERP for IT Agency

ERP Grade Setup for IT Company — Part-Time, Long-Term Collaboration

Budget: $4,000 / month

We are looking for a freelancer to configure and maintain the Grade ERP system for an IT company. This is an ongoing role rather than a one-off project, requiring steady part-time commitment.

Key Responsibilities:

Analyze our operational workflows and configure Grade ERP accordingly

Set up modules: [Projects & Tasks, Time Tracking, CRM & Sales, Finance & Invoicing, HR]

Configure user roles and access permissions for the team

Migrate data from existing spreadsheets and software

Set up API integrations: [Jira / Slack / Google Workspace / Payment Gateways / Accounting software]

Build executive dashboards and reports: team utilization, project profitability, cash flow

Document system settings and conduct training sessions for our staff

Requirements:

Proven track record in ERP/CRM implementation or configuration (Grade is a strong plus; experience with Odoo, Bitrix24, NetSuite, SAP B1, or similar platforms is acceptable)

Strong understanding of IT agency operations: project accounting, time tracking, client billing

Hands-on experience working with APIs and custom integrations

Availability to dedicate ~20 hours per week and maintain communication during business hours

Offer & Conditions:

Compensation of $4,000 per month, part-time

100% remote work with a flexible schedule

High potential for long-term collaboration following a successful onboarding stage

Application Requirements (please include in your proposal):

ERP/CRM platforms you have worked with and your years of experience

A brief overview of a similar project: initial challenge and achieved result

Your proposed action plan for the first two weeks of work

Total weekly hours you can dedicate to this project

Applications without a detailed summary of experience will not be considered.