Industry solution
Professional Services
From proposal to project delivery and invoicing, for consultancies and service firms that sell expertise.
The challenge
Service firms depend on knowing who is working on what, how much of the budget is used and when to invoice. That information usually sits across email, timesheets and accounting.
What the solution includes
We agree the features your team needs and how they will help you manage daily work.
Proposal to project
A signed quotation becomes a project with its tasks and budget.
Timesheets and milestone invoicing
Invoice by milestone or hours, from the same project data.
Knowledge assistant
Search past proposals and internal documents with a smart assistant, while keeping private information with the right people.
Services involved
Business & Customer Management
Organize sales, customers, projects and team responsibilities in one place, with reports that help you follow your business.
Learn moreCustom Business Applications
Applications and dashboards that organize your work, follow your process and give your team a clear view of progress.
Learn moreSmart Business Assistance
Help your team find information, summarize documents and prepare replies, with review before important decisions.
Learn moreLet’s talk about your business.
Tell us where your operations slow down. We will suggest a practical first step — whether it is a website, a system, or an automated workflow.