List the steps from customer inquiry through quote, agreement, scheduling, invoice, payment, and receipt. Use the list to assess each platform.
Customer and sales records
Quotes and agreements
Scheduling and dispatch
Invoices, payments, and receipts
Compare scope and total cost
Confirm user limits, integrations, onboarding, processing charges, and support directly with each vendor. Complex finance or organizational requirements need their own assessment.
Included users and modules
Required external accounts
Migration and implementation scope
Support and private-deployment requirements
Where PotomacOps fits
POG ERP serves service-business operations. Katch Leads adds AI assistance for phone calls, connected email, and website inquiries. Custom ERP and private deployment are quoted engagements.
ERP: $49.99/month, up to 5 users
ERP + Katch: $149.99/month, up to 20 users
Setup: $497.99 once plus subscription
Custom software and private ERP by quote
Evaluate before choosing
Request a walkthrough of the workflows your company needs. Review the actual product, team access, migration plan, and written service scope. The author operates PotomacOps.
Inspect the customer-to-receipt workflow
Review your integration requirements
Confirm implementation prerequisites
Compare the agreed scope
Transparent software pricing
Choose the plan for your team
ERP: $49.99/month for up to 5 users. ERP + Katch Leads: $149.99/month for up to 20 users. Custom software and private ERP deployments are quoted separately.
Founder-led setup and integration: $497.99 once, plus subscription. Delivery within 48 hours after all required information and access are provided.