Software for Professional Services
Consultancies, agencies, and firms sell expertise and time. Profitability depends on knowing who is working on what, what has been billed, and which projects are drifting off plan.
Business benefits
More billed hours
Time capture is simple and tied directly to invoicing.
Early warning
Budget and schedule variances are visible while they can still be corrected.
Professional client experience
Clients have self-service access to status and documents.
Industry challenges
Time is recorded late or not at all, so billable hours are lost.
Scope and budget overruns are noticed only at the end.
Status reports are prepared manually for every client.
It's difficult to see who is available for new work.
Recommended solutions
Starting points based on common needs in this sector. Each is customized to how your organization runs.
Projects, tasks, milestones, time, and budgets tailored to how you deliver.
Opportunities, proposals, and client relationships in one pipeline.
Time- and milestone-based invoicing with payment tracking.
A secure space for clients to see progress, documents, and invoices.
Relevant features
More billed hours
Time capture is simple and tied directly to invoicing.
Early warning
Budget and schedule variances are visible while they can still be corrected.
Professional client experience
Clients have self-service access to status and documents.
Example workflow
Share your requirements and we will come back with a recommended approach.
