Industry · Professional Services
Every lead, every project, every invoice — tracked.
CRM, projects, time and invoicing connected — for agencies and professional services firms that sell expertise and time.
01 · The pressure
Familiar problems in professional services.
02 · A day in the operation
From enquiry to paid invoice.
One record from first contact to final payment.
Enquiry
Lead captured.
CRMProposal
Tracked against the lead.
CRMProject
Tasks and milestones.
ProjectsTime
Time recorded against work.
ProjectsStatus
Client-facing project status.
ProjectsInvoice
From recorded work.
FinanceReport
Profitability by client and project.
Reporting03 · Recommended system
What a system for this industry usually includes.
04 · Who we build for
Firms we design for.
Agencies
Leads, projects and retainers.
Consultancies
Proposals, engagements and time.
Accounting & legal firms
Clients, matters and billing.
Questions
What clients ask us.
Can you customise the system to fit our exact process?
Yes — every implementation includes workflow, field and branding customisation scoped to your business. If your requirement genuinely does not fit any packaged system, we also do fully custom development.
Insights
Reading for this industry.
Tell us how your firm runs projects.
We’ll show you what a connected CRM-to-invoice system looks like.
- ReplyWithin one business day
- Based inVientiane, Laos
- Emailinfo@nahuk.com