Odoo for professional services.
Every proposal and retainer,in one pipeline.
Each engagement is an opportunity with a value, a stage and a next activity. The partner meeting reads the pipeline, not a memory of it.
Won deals hand over cleanly to delivery, with the context and the numbers attached, so the project starts from what was actually sold.
Client work planned stage by stage,and visible to the whole team.
Each engagement is a project with the stages your delivery really goes through. Every task has an owner, so nothing depends on someone remembering it.
The client can be given a window into progress, and the Friday status email writes itself from the board.
Scoped, quoted and confirmed,without a Word template.
Your services are products with day rates and fixed fees. A quotation assembles in minutes, goes out for signature and becomes an order the moment it is accepted.
Invoicing follows the engagement, milestone by milestone or month by month, from the same record.
Workshops, reviews and go lives,on one shared calendar.
Kickoffs, sprint demos and training sessions live where the deals and projects live, linked to the client record.
The week ahead is visible per consultant and per client, so double bookings die before they happen.
Utilization, pipeline and billing,in one honest dashboard.
Deals, delivery and invoicing feed the same reporting. The health of the practice stops being a feeling and becomes a number.
- Follow pipeline value and win rate by service line.
- See unbilled finished work before it ages into a write-off.
- Compare sold days against delivered days per engagement.
Billable value, this week
$38,920
+9.6% vs last week