Professional Services ERP

From spreadsheets to full project visibility.

Manage projects, time, and billing without juggling multiple tools. Odoo connects your CRM, delivery, and finance in one system — configured and live in weeks, not months.

Built for service firms

Four problems we solve in every professional services deployment.

📊
Challenge

Zero visibility into project profitability

Odoo solution

Odoo projects link directly to timesheets, expenses, and invoicing. You see real-time margin per project, per client, and per consultant — before the engagement closes, not after.

💸
Challenge

Slow invoice cycles eating into cash flow

Odoo solution

Timesheet approval triggers invoice generation automatically. Clients receive invoices within hours of milestone completion, not 14 days later. Average invoice cycle drops from 14 days to 2.

👥
Challenge

Resource utilisation tracked in spreadsheets

Odoo solution

Live dashboards show billable vs non-billable hours, capacity by team member, and project health — so you can reallocate before a deadline slips, not after.

🔗
Challenge

Disconnected CRM, projects, and finance

Odoo solution

A won opportunity in CRM auto-creates the project and budget. Time logged flows to invoicing. Payments hit the books automatically. One workflow, zero hand-offs.

Case study

From spreadsheets to full project visibility in one week.

A 40-person technology consultancy had no ERP — running on spreadsheets, Xero, and disconnected project tools. Project margin visibility was zero. Invoice cycles ran 14 days.

We deployed Odoo — projects, timesheets, invoicing, and CRM — in one week. First live orders were processed within 72 hours of go-live.

4.2×
Faster financial reporting
2 days
Invoice cycle (from 14)
Real-time
Project margin visibility
1 week
To go-live
Odoo modules

Everything a service firm needs in one system.

Project Management

Tasks, milestones, Gantt charts, and project budgets — all linked to your team's timesheets and client invoices.

Timesheets

Simple mobile and desktop time logging. Timesheet approval flows directly into billing — one click from hours to invoice.

Invoicing & Accounting

Automated invoicing on milestones, time & material, or fixed-fee basis. Bank reconciliation and real-time P&L included.

CRM & Sales

Pipeline management, proposals, and opportunity-to-project handoff — without switching tools.

Helpdesk

Client support tickets with SLA tracking, linked to projects and billable hours for support contract management.

HR & Leave

Employee profiles, leave management, and utilisation reporting to keep your team allocated and productive.

Ready to run your firm on one platform?

Book a free 30-minute call. We'll scope your implementation and give you a clear proposal.

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On-time delivery · Live in weeks, not months · No commitment on the call