Solution · Consulting and services
Consulting: one chain from proposal to payment
Deals and quotes, projects and the team, time and customer approval, invoices and receivables are linked; you see profitability from the same records.
- Organisations
- Projects and time
- Invoices and collections
How the work flows
- 1Companies, contacts and next stepsOrganisations
- 2Projects, team, budget and a rate card by roleProjects and time
- 3Time entry, weekly approval and customer approval by linkProjects and time
- 4Invoices from approved hours and expensesInvoices and collections
- 5Payment reminders, the confirmed payment day and the receivables funnelInvoices and collections
Highlights in this bundle
- Calls, e-mails, meetings, visits, LinkedIn and WhatsApp messages: every contact in one history on the company and the person
- A rate card by role: a customer's own rate comes before the general one, rates are dated, and saved hours keep their rate
- Customer approval by link: approved billable hours are frozen into a report the customer approves with a PO number, sends back or rejects
- A report left unanswered for 3 working days by default counts as accepted; the customer is reminded the working day before
- Invoice a project's approved hours by task, person, day or entry, with a preview before anything is saved
- A 6-stage receivables funnel: forecast, planned, in customer approval, invoiced, payment day confirmed, paid
- Project profitability uses each person's cost rate at the time, so a later raise doesn't skew past projects
- Revenue recognition for fixed-fee projects by cost, hours, stated percent or on completion, with work in progress and deferred revenue
Modules in the bundle
Customers, projects and profitability, time, invoicing, expenses and the team.
- Organisations · Tracking
- Staff · Tracking
- Invoices and collections · Tracking
- Spending and payments · Process
- Projects and time · Control
- Work management · Base