Small team working together in a bright loft office

Professional Services

Pipeline, people and billing on one record

CRM, projects, timesheets, HR and invoicing joined up for consultancies, agencies and firms — so utilisation, margin and cash are visible before the month closes.

Talk to a sector lead See the platforms

14%: Higher billable utilisation
8×: Faster invoicing
11 hrs: Saved per person weekly
1: Record from proposal to payment

The problem

Where a services firm loses billable hours

When the product is people's time, every gap between systems costs money directly.

Timesheets filled in on Friday
Hours are reconstructed from memory at the end of the week, and the unbilled time is never found.
Proposals disconnected from delivery
What was sold in the CRM bears little resemblance to the project plan the team is working from.
Invoicing that waits for month-end
Billing is assembled from timesheets, expenses and contracts by hand, so cash arrives weeks late.
Resourcing by spreadsheet
Nobody can see who is free next month, so the firm hires for peaks and carries idle seniors in quiet weeks.

What we build

What we build for consultancies and agencies

Systems that make the admin around billable work disappear, integrated with the tools your people already live in.

Client and pipeline CRM
Leads, proposals and contracts on one record that becomes the project when the deal is won.
Projects and timesheets
Time captured against tasks as work happens, with budget burn visible to the project lead.
Automated invoicing
Time-and-materials, retainer and milestone billing raised straight from approved timesheets.
Utilisation and margin reporting
Billable ratio, realisation and margin by person, client and service line.
Resource planning
Capacity and skills booked forward, so staffing decisions are made weeks before the gap.
Document automation
Engagement letters, NDAs and statements of work generated and tracked from templates.

In the field

Engineering consultancy · 220 staff

Closing the gap between hours worked and hours billed

Timesheets, CRM and invoicing were three products joined by spreadsheets. One record from proposal to payment, with time captured daily, recovered hours the firm had been working and never billing.

Related platforms

Already running in production

Products of ours we start from, so a professional services build begins at working software rather than a blank repository.

CRM / Client Management
Nexora CRM
Client relationships, project delivery and getting paid — the full service-business cycle in one CRM.
View platform
HR / Payroll
Peoplevo
The full employee lifecycle — hire, onboard, pay, review, develop, exit — in one system, deployable for a single company or as multi-tenant SaaS.
View platform
Document Management
Docentra AI
A controlled document repository built for regulated work — versioning, retention, signatures and a full audit trail — with AI search and summarisation on top.
View platform