CRM & quoting
Pipeline management and quotations that convert directly into projects and billing plans.
Odoo ERP · Professional services
From pipeline to cash, run your services firm on one platform
Odoo connects CRM, project delivery, timesheets, and billing, so utilization, margins, and cash flow are visible in real time instead of pieced together from spreadsheets each month.
Implementation, customization, integration, migration, training, and support, tailored for professional services.
Where services firms leak margin
When sales, delivery, and finance run on different tools, profitability disappears into the gaps.
Quotes disconnected from delivery
What was sold and what's being delivered live in different systems, so scope creep goes unnoticed until it hurts.
Timesheets are late and incomplete
Unlogged or delayed time means underbilling and blind spots in utilization and project health.
Billing is slow and manual
Turning delivered work into invoices, especially for retainers and milestones, takes days of manual assembly.
No real-time project profitability
Margins per client and project are only known after the fact, too late to correct course.
What connected Odoo delivers for service firms
The visibility and cash-flow gains firms see when pipeline, delivery, and billing share one system.
- 01
Scope tied to delivery
Sold work flows into projects and tasks, so scope creep is visible and change orders happen on time.
- 02
Real utilization visibility
Timesheets and planning show who's busy, who's free, and where margins are being made or lost.
- 03
Faster, accurate billing
Time and materials, milestones, and retainers convert to invoices automatically, so cash arrives sooner.
- 04
Live project profitability
Analytic accounting shows margin per client and project in real time, not at quarter's end.
How we shape Odoo for services firms
The Odoo services agencies and consultancies use to run delivery and finance as one motion.
Project & task delivery
Project templates, tasks, stages, and collaboration configured to how your teams actually deliver.
Timesheets & planning
Easy time capture and resource planning so utilization and capacity are always current.
Contracts, retainers & billing
Automate T&M, milestone, subscription, and retainer billing from delivered work.
Project accounting
Analytic accounting for real-time margin by client, project, and service line.
Custom workflows & integrations
Studio automations and integrations with the tools your delivery and finance teams already use.
Odoo apps we implement for professional services
A pipeline-to-cash module mix connected end to end.
CRM
Pipeline, quotations, and client management.
Project
Tasks, stages, templates, and collaboration.
Timesheets
Time capture linked to projects and billing.
Sales
Service quotations and order management.
Accounting
Analytic project accounting and billing.
Subscriptions
Retainers and recurring revenue.
Planning
Resource allocation and capacity planning.
Expenses
Billable expense capture and reimbursement.
Services scenarios we solve in Odoo
Delivery and finance workflows we configure so the whole firm runs from one system.
Quote-to-project handoff
Convert won quotes into projects with the right tasks, budget, and billing plan automatically.
Time & materials billing
Turn approved timesheets and expenses into accurate invoices without rekeying.
Milestone & fixed-fee billing
Bill on milestones or deliverables with progress tracked against the plan.
Retainers & subscriptions
Manage recurring retainers with automated invoicing and consumption tracking.
Utilization & capacity planning
Plan resources against pipeline so you staff ahead of demand instead of scrambling.
Project profitability dashboards
See margin by client, project, and service line in real time to protect profitability.
A phased path from discovery to go-live
We connect CRM, projects, and timesheets first, then automate billing and profitability reporting.
- 01
Discover & map
We map your current processes, data, and integration points across teams and existing tools before touching configuration.
- 02
Design & scope
We define the Odoo app mix, customization plan, and phased rollout with written trade-offs so stakeholders know what ships when.
- 03
Build & migrate
We configure projects, timesheets, and billing plans, build integrations to your existing tools, migrate client and project data, and pilot with one team or service line.
- 04
Launch & support
Role-based training, hypercare after go-live, then upgrades, tuning, and a steady improvement backlog.
Next step
Ready to see utilization and margin in real time?
Tell us how your firm sells and delivers. We'll map an Odoo rollout from pipeline to cash.
AI assistance for services delivery
With delivery and finance data in one place, AI can help you forecast demand and protect margin.
Talk through AI use cases- 01
Forecast pipeline and staffing needs
- 02
Flag projects trending over budget
- 03
Suggest resource allocation to improve utilization
Next step
Ready to make Odoo work for you?
Share your goals and constraints. We will map a pragmatic path, whether you are starting fresh or replacing a legacy stack.
Explore Odoo for other industries
One platform, configured for how each sector operates. See the verticals closest to yours.