Lead & pipeline management
Every enquiry tracked from first contact to signed engagement, not lost in an inbox.
Professional Services
From lead to invoice, without the manual handoffs
We connect your website, CRM, project tracking and billing so a new enquiry turns into a tracked opportunity, then a project, then an invoice, automatically.
Backed by 50+ Odoo implementations across India, Australia, Dubai and Germany.
Lead to invoice
Lead
Captured the moment it arrives
Pipeline
Tracked to a decision
Project
Time & resourcing tracked
Invoice
Billed from logged time
Where we help
Every engagement, tracked from first contact to invoice
Professional services firms run on billable time and client relationships. Here's where a connected setup makes the biggest difference.
Project & resource tracking
See what every project actually costs and who's working on what, in real time.
Time & billing
Time logged against a project flows straight into invoicing, no manual re-entry.
Client communication
Enquiries and follow-ups handled without anything falling through the cracks.
Reporting & profitability
See which clients and project types are actually profitable, not just billed.
Website & lead capture
A website that feeds leads directly into your CRM pipeline, not just a contact form nobody checks.
Common pain points
Billable work, buried in manual admin
Leads, projects and billing usually live in different tools that don't talk to each other. Left disconnected, someone ends up doing the connecting by hand.
| Leads landing in an inbox, waiting to be manually forwarded to the right person | |
| Project profitability that's only clear after the invoice is already sent | |
| Time tracked in one tool, billed in another, reconciled by hand | |
| No visibility into which clients or project types are actually worth the effort | |
| A website that generates enquiries nobody follows up on quickly |
Our approach
One system from first enquiry to final invoice
We connect your website, CRM, project tracking and billing through Odoo, so a lead becomes a tracked opportunity, then a project, then an invoice, without anyone manually moving it between systems.
That same connection is what let us route a client's website enquiries straight into their CRM pipeline, see the case study below.
See how we connect leads to your CRMWhere to start
The solutions professional services firms use most
Odoo ERP
CRM, projects, time tracking and accounting on one platform, from lead to invoice.
ERP & Ecommerce Integration
Website enquiries and forms connected directly into your CRM pipeline, no copy-paste.
AI-Powered Odoo
Ask which clients or projects are actually profitable and get an answer from your own data.
Proof, not promises
A recent professional services engagement
Professional Services
WordPress + Workflow Automation
Every website enquiry was landing in an inbox, waiting to be forwarded to sales by hand. We connected WordPress forms directly into the CRM pipeline, so new leads reach the right person the moment they arrive, no copy-paste, no delay.
View case studyQuestions
Common questions from professional services firms
Still have questions specific to your business?
Talk to an ExpertYes, that's exactly what we built for the case study above. Website forms connect directly into the CRM pipeline, so new leads reach the right person the moment they arrive.
Yes. With time, resourcing and costs tracked against each project in Odoo, you can see actual profitability, not just what was invoiced.
Yes. Time logged against a project flows straight into the invoice, so nobody's re-entering hours into a separate billing tool.
Yes, that's the point. Every client, project and invoice lives in the same system instead of tracked separately per engagement.
We review what you're already running during discovery and confirm whether it makes more sense to integrate it or consolidate onto Odoo.