Win work, deliver projects and bill every hour.
For agencies, consultancies and firms: manage clients and pipeline, run projects and timesheets, and bill by project, retainer or milestone, with profitability per client.
Built for Professional Services
The features and workflow your team uses every day, in one connected system.
A weighted pipeline by stage with win probability, so the forecast is a number. Convert a won opportunity straight to a quotation.
Tasks, milestones and delivery tracking for every engagement.
Billable and non-billable hours by project, person and task.
Fixed-fee, time-and-materials or recurring retainer invoices that bill themselves each month, with VAT and dunning on overdue.
See margin per client and per project, not just revenue.
Post roles and run an applicant pipeline to hire the consultants you need, then onboard them as employees.
Auto-summarise meetings into decisions and action items.
What is included
Your plan switches on these module packs, plus the always-free Core. Add or remove any of them later from Settings.
Other sectors
Import, stock, sell and get paid, with FTA VAT built in.
Explore
Shops, F&B and ecommerce with one stock across every channel.
Explore
Projects, job costing, procurement and WPS payroll on site.
Explore
Units, leases, rent invoicing and maintenance in one place.
ExploreStart your Professional Services workspace free.
Upload your licence, pick your modules, import your team. 14-day free trial, no credit card.
Start free trial