CRM, projects, service requests, staff deployment, contracts, billing and accounting for businesses that sell time and expertise.
Service businesses lose margin in the gaps: work delivered outside the agreed scope, hours never recorded, retainers that quietly overrun, and renewals that slip because nobody owned the date. None of it looks dramatic on any single job — it shows up as a disappointing year.
This edition connects the contract to the work and the work to the invoice. Scope, rates and retainer limits are defined once, deployment is tracked against them, and billing draws on recorded delivery rather than a reconstruction at month-end.
Scope, rate cards, included hours, renewal dates and overrun visibility.
Phases, milestones, assignments, dependencies and delivery tracking.
Who is assigned where, utilisation rates and availability for new work.
Time, milestone, retainer and fixed-fee billing generated from delivered work.
Every module writes to the same database, so a change in one department is visible everywhere it matters — instantly.
Opportunity converted to a contract with scope, rates and retainer limits defined.
Project phases, milestones and staff assignments created from the contract.
Service requests, tasks and timesheets recorded against the contract scope.
Invoices generated from delivered work — time, milestone, retainer or fixed fee.
Renewal alerts, profitability review and scope adjustment before the next term.
We'll run the demo using scenarios from your own operation, not a generic sample company.