Industry: Professional Services
Professional Services Software Development Company
Consultancies, agencies, law and accounting firms sell expertise and time. We build the software that keeps clients informed, projects on track and billing accurate.
We build client portals, project tracking and CRM systems for teams whose work is knowledge and relationships.
Challenges
Problems we solve for Professional Services
Time tracking and utilisation
Knowing where billable hours go and who has capacity.
Client communication
Updates, documents and approvals scattered across email.
Proposals and quoting
Inconsistent pricing and slow turnaround.
Invoicing errors
Manual billing from spreadsheets.
Knowledge management
Past work and templates that nobody can find.
Confidential documents
Sensitive files needing controlled access.
Solutions
What we build
Client Portals
Secure areas for documents, updates and approvals.
Time and Project Tracking
Timesheets, budgets and utilisation reports.
Proposals and Quotes
Templates and pricing rules for consistent quotes.
Invoicing Integration
Billing generated from tracked time and milestones.
CRM and Pipeline
Track leads and clients through to renewal.
Document Management
Organised, permissioned storage with history.
Technology
Technologies we use
Questions
Frequently asked
Can you build a client portal?
Yes. Portals can include document sharing, project status, messaging and approvals with role-based access.
Can time tracking feed our invoices?
Yes. Tracked time and milestones can generate invoice data, and integrate with your accounting tool.
Can it integrate with our CRM?
Yes. We integrate with popular CRMs, and can use Alive CRM for pipeline management.
How do you handle confidential data?
Access is role-based and logged, with encryption and backups designed for the sensitivity of your files.
Should we buy existing tools instead?
If an off-the-shelf tool fits, we say so. We build custom only where your workflow needs it.
Related
Related services
Planning a Professional Services project?
Tell us what you are building and the outcome you need. We will come back with a scoped approach.