Professional services ERP
ERP for professional services firms
For consulting firms, agencies and CA or legal practices: proposals, projects, timesheets, billing and profitability per client in one system.
From engagement to invoice, without spreadsheets
Proposal to project
An accepted quotation in Sales creates the project and its tasks, so the scope agreed with the client is the scope the team works on.
Timesheets that become invoices
Staff log hours against the task. Billable time flows to the invoice at the agreed rate, or you bill fixed fees by milestone.
Margin per client and project
Hours, costs and invoices sit on the same project, so you can see which engagements and clients actually make money.
Expenses billed back
Travel and out-of-pocket costs are recorded in Expenses, approved, and re-invoiced to the client where the engagement allows it.
Built on Odoo Community apps: CRM, Sales, Project, Timesheets, Invoicing and Expenses.
What Protigi does
Four connected capabilities
We integrate these technologies to solve business problems — not as four unrelated services.
Implementation
A method that starts with the business
Understand
Map how the business works today.
Design
Shape processes and the system around them.
Implement
Configure, integrate and build what is needed.
Deploy
Go live with training and operational support.
Improve
Review, refine and keep the system useful.
Ready to modernize your business?
Tell us where your business is today. We'll help you identify where technology can make the biggest difference.
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