Technology for professional services
Advanced CRM, document management and process automation for consultancies, firms and service companies.
Key features
Everything you need to manage clients, projects and billing in one place.
Advanced CRM
Complete customer lifecycle management: sales pipeline, interaction history and automated follow-up.
Document Management
Organization, versioning and electronic signing of contracts, proposals and project documentation.
Project Control
Track projects, tasks, milestones and logged hours with real-time visibility.
Billing
Flexible billing by project, worked hour or monthly retainer, with accounting integration.
Client Portal
Private area for clients with access to documents, project status and centralized communication.
Automations
Automatic workflows for repetitive tasks: reminders, assignments, notifications and reports.
Solutions we use in this sector
Services we apply in professional services companies
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