Client, project and invoicing system
The commercial side of a services business in one system. A lead becomes a client, a client becomes a project, a project becomes tasks and time, and time becomes an invoice, without the record being retyped at any step.
Request a DemoThe system in use
Screens are captures of the working system.
What it handles
This is the system's own catalogue. It is deliberately not repeated on the service pages that implement it.
Client records in one place
Leads and opportunities
Projects, milestones and templates
A new job started from a known shape.
Tasks, cloned to speed repeat work
Time tracking across the team
Invoicing against the project
Billing raised from the work recorded.
An agency, consultancy or contractor billing by project, currently running a CRM, a task board and an invoicing tool that do not talk to each other.
Industries supported- Professional services
How this system is delivered
The work around the system is a service engagement. Each one is described in full on its own page.
Software Development
Fitting the system to how the business actually works is delivered through this service.
Business Automation
Connecting it to the tools a business already runs is delivered through this service.
Questions businesses ask
Who is the client, project and invoicing system for?
An agency, consultancy or contractor billing by project, currently running a CRM, a task board and an invoicing tool that do not talk to each other.
What does it cover?
Client records, leads and opportunities, projects with milestones and templates, tasks, time tracking across the team, and invoicing against the project.
See it against your own numbers.
Tell us how the business trades today and we will show the system working against that, rather than against a demo dataset.
Request a Demo