Project-centric CRM that tracks utilization, profitability, and client satisfaction
Your consulting, legal, or agency firm manages complex projects with multiple stakeholders, shifting scopes, and tight budgets. Standard CRM tools aren't built for project-based businesses.
You can't see who's overworked vs underutilized. Billable hours are getting lost in the chaos.
You win projects but can't track actual margins. Some clients are profitable, others drain resources—but which?
Client requests expand beyond the SOW. You're doing extra work but not tracking it for future pricing.
CRM, project management, time tracking, and invoicing are all separate systems. Nothing talks to each other.
We build Professional Services Automation that connects clients, projects, resources, and revenue
Real-time visibility into billable vs non-billable hours. Optimize staffing and prevent burnout.
Track actual vs budgeted hours, expenses, and margins for every engagement. Know which clients are profitable.
Forecast resource availability. See who can take on new projects and when, preventing over-commitment.
Time entry built into Salesforce. One-click timesheets linked to projects, tasks, and invoices.
Track change requests, approvals, and impact on budget. Turn scope creep into billable change orders.
Generate invoices directly from time entries and expenses. Integrate with QuickBooks or NetSuite.
Let's build your PSA solution now.