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Agency Director

Professional Services

Projects, clients, and billing in one place

Run your consulting firm, agency, or freelance business with project management, time tracking, client portals, and invoicing. Keep every engagement organized from proposal to payment.

The problem — and the fix

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The Challenge

  • Project status updates require chasing five people across email, chat, and shared docs
  • Time tracking is an afterthought, which means invoices are late and revenue leaks
  • Clients ask for updates you cannot give because data is scattered across tools
  • Expense reports pile up because the approval process is painful for everyone involved

The Solution

  • Centralized project dashboards with task boards, milestones, and Gantt timelines
  • Time tracking tied directly to tasks — log hours and generate invoices in one click
  • Client portals give stakeholders real-time visibility without a single status email
  • Expense workflows with multi-level approvals that take minutes, not weeks

Apps you will use

Pre-built apps that snap together to power your professional services workflows. Install what you need, customize everything.

8 entities

CRM

Manage leads, deals, and customer relationships with pipeline tracking, activity logging, and automated follow-ups.

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4 entities

Contacts

Unified contact database for individuals and organizations with tagging, segmentation, and communication history.

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8 entitiesPortal

Project Management

Plan projects with tasks, milestones, Gantt timelines, and team workload balancing across multiple projects.

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9 entities

Accounting

Double-entry accounting with chart of accounts, journal entries, bank reconciliation, and financial statements.

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5 entities

Expense Management

Submit and approve expense claims with receipt capture, policy enforcement, and reimbursement tracking.

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7 entitiesPortal

Helpdesk

Customer support ticketing with SLA tracking, knowledge base, agent assignment, and a customer support portal.

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Your roadmap to go-live

Follow these steps to get your professional services solution up and running.

1

Track projects with tasks, milestones, and Gantt timelines

2

Give clients a branded portal to view progress

3

Log time per task and generate invoices automatically

4

Manage expenses and reimbursements with approvals

5

Maintain a CRM pipeline for new business development

6

Provide client support through a helpdesk portal

Key outcomes

2x
Faster Invoicing

Time tracking linked directly to billing — one-click invoices

90%
Client Visibility

Branded client portals replace status update emails

50%
Less Admin

Automated expense approvals and project workflows

1
Platform

Projects, CRM, billing, and support in one place

A typical workflow

See how data flows through your professional services stack from trigger to outcome.

1

Project Kicked Off

Tasks, milestones, and team members assigned in one click

2

Time Logged

Team logs hours against tasks as work progresses

3

Client Reviewed

Client views progress and approves deliverables via portal

4

Invoice Sent

Billable hours convert to an invoice automatically

Start building your Professional Services solution

Get started with pre-built apps and customize everything to match your exact workflow. No code required.

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