Professional Services

Software for agencies, consultants and firms: CRM, projects, timesheets, invoicing and automation.

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Industry problems

Projects, timesheets and invoicing live in spreadsheets; deadlines slip; margins unknown.

Technology solutions

  • Project & task management
  • Timesheets & billing
  • CRM pipeline
  • Dashboards

AI opportunities

  • • Proposal drafting
  • • Meeting summarisation
  • • Forecasting

Automation opportunities

  • • Lead → proposal → project → invoice → reminder

CRM / ERP opportunities

CRM + Projects + Invoices integrated

Example workflow

Lead → proposal → planning → execution → billing

Implementation process

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