Solution
Professional service businesses
Manage clients, proposals, projects, recurring work, documents, time and invoicing from one shared record.
- Agencies
- Consultancies
- Accountants and bookkeepers
- Legal and advisory firms
How the work flows
From first contact to paid — connected
Every step writes to the same records, so nothing is typed twice and every report is current.
- 1
Proposal
Send a branded quote and see when the client opens it.
- 2
Engagement
Keep contracts, briefs and files on the client record.
- 3
Time
Log hours and attendance against the work you deliver.
- 4
Invoice
Turn the accepted quote into an invoice without retyping.
- 5
Self-service
Clients view documents and pay invoices in their portal.
Modules you’ll use
Everything professional services businesses rely on
106 documented capabilities across 6 modules — with the rest of the platform there when you need it.
- 14 capabilities
Clients, suppliers, products, and purchasing
One shared master record behind every quote, order and invoice.
See every capability - 25 capabilities
Invoicing and revenue
Everything from draft to signed, paid and fiscalised invoice.
See every capability - 18 capabilities
Documents and management
A searchable company library plus the governance around it.
See every capability - 17 capabilities
Attendance and time tracking
Shifts, check-ins and overtime with role-based visibility.
See every capability - 16 capabilities
Client portals and public experiences
Self-service for your clients, without another login to manage.
See every capability - 16 capabilities
Reporting and analytics
Every module reports into one place — exportable and schedulable.
See every capability
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Bring your business workflows together
Start a 14-day free trial — no card, no lock-in. Import your customers and invoices and see the full picture on day one.