Software for consultants, agencies and service firms
Professional firms sell time and expertise, so the main risks are unbilled hours, forgotten follow-ups and unclear project status. Spreadsheets and email threads make it hard to see what is profitable and what is overdue.
What it can cover
- CRM for leads, proposals and client relationships.
- Project and task management with assignments and deadlines.
- Time tracking, expense claims and utilisation reports.
- Quotations, contracts, recurring invoices and VAT-aware billing.
- Client portals for documents, approvals and updates.
- Dashboards showing revenue, margin and pipeline by service line.
Why it pays off
Every billable hour is captured, clients receive consistent updates and partners see the real profitability of each engagement. We fit the system to your service model and connect it to your accounting.
Common questions
Can we bill by the hour and by project?
Time-based, fixed-fee and recurring billing can all be supported and reported separately.
Can clients log in to see progress?
A client portal can display project status, shared documents and invoices.
Will it show which services are most profitable?
Yes. Reports combine time, cost and revenue so you can compare clients, projects and service lines.
Talk to us about your business. Describe how you work today and what slows you down, and we will suggest where software can help first. Start a project or get in touch.