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Odoo for professional services firms
Connect CRM, projects, resource planning, timesheets, billing, support, and accounting — so client work and financials stay in sync.
Run client work and back-office finance from one system
Professional services firms run on relationships and billable hours — but the operations behind that are just as real as any manufacturer's: pipeline, project delivery, resourcing, and getting invoices out accurately and on time.
We implement Odoo to connect the client-facing side of the business with the financial side, so project and billing data stay in sync instead of living in separate tools.
- CRM — pipeline, opportunities, and client relationship tracking
- Projects — tasks, milestones, and delivery tracking by client or engagement
- Resource planning — staffing and capacity across active projects
- Timesheets — time capture tied directly to projects and billing
- Billing — invoicing generated from tracked time and project milestones
- Support — ticketing and case tracking for ongoing client work
- Document workflows — proposals, contracts, and client documents in one place
- Accounting — one financial record instead of reconciling between systems
YOUR NEXT STEP
Let's talk about your next project
Tell us what you want to improve. We will help you define the next step.