Industry pack
Win the deal, staff the work, bill the hours — with margin visible per client.
The it & professional services pack switches on the apps, policies and controls your sector needs — on the same platform as everything else.
What’s preset
Start closer to how you work.
- Statements of work created from won deals
- Client time acceptance before invoicing
- Margin by project and client
- Bench and utilisation views
CRM
Leads, accounts, contacts and a visual deal pipeline.
Quotes & Price Books
Product catalogue, price books and quotes with discount approval.
Services Delivery
Statements of work from won deals, staffing, client time and margin.
Timesheets
Time against projects and clients, approved by the right manager.
Billing & Collections
Invoices, recurring billing and collections follow-up.
Projects
Milestones, tasks, time and budgets.
See the it & professional services pack.
A 30-minute call scoped to your teams, your policies and your integrations — not a generic tour.