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Solution · Professional services
Professional service businesses
Manage clients, proposals, projects, recurring work, documents, time and invoicing from one shared record.
- Agencies
- Consultancies
- Accountants and bookkeepers
- Legal and advisory firms
How the work flows
From first contact to paid — connected
Every step writes to the same records, so nothing is typed twice and every report is current.
- 01
Proposal
Send a branded quote and see when the client opens it.
Invoicing and revenue - 02
Engagement
Keep contracts, briefs and files on the client record.
Documents and management - 03
Time
Log hours and attendance against the work you deliver.
Attendance and time tracking - 04
Invoice
Turn the accepted quote into an invoice without retyping.
Invoicing and revenue - 05
Self-service
Clients view documents and pay invoices in their portal.
Client portals and public experiences
Modules you’ll use
Everything professional services teams rely on
106 documented capabilities across 6 modules — with the rest of the platform there when you need it.
- 14 capabilitiesClients, suppliers, products, and purchasingOne shared master record behind every quote, order and invoice.
- Client directory, detailed profiles, contacts, balances, and activity
- Product and service catalog
- Purchases and purchase documents
- 25 capabilitiesInvoicing and revenueEverything from draft to signed, paid and fiscalised invoice.
- Create, edit, duplicate, cancel, and archive invoices
- Product, service, discount, tax, unit, and multi-line invoice items
- Multiple invoice templates and organization branding
- 18 capabilitiesDocuments and managementA searchable company library plus the governance around it.
- Company-document library
- Presentations and visit records
- Calendars and organizational events
- 17 capabilitiesAttendance and time trackingShifts, check-ins and overtime with role-based visibility.
- Attendance dashboard
- Shift management
- In/out reports
- 16 capabilitiesClient portals and public experiencesSelf-service for your clients, without another login to manage.
- OTP-based client portal login
- Financial overview
- Certificate list and details
- 16 capabilitiesReporting and analyticsEvery module reports into one place — exportable and schedulable.
- Revenue and payment summaries
- Inventory valuation and margin reports
- PDF and Excel exports
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