Odoo for Professional Services

Odoo for professional services.

When you bill by the hour but can’t see if your projects are profitable.

For consultancies and agencies, your people are the product — and yet most firms can’t answer the basic question of which clients and projects actually make money. Time gets tracked in one tool, projects managed in another, billing done in accounting, and the pipeline lives in a CRM that doesn’t connect to any of it. Utilization is a guess. Odoo ties the full cycle together — pipeline to project to timesheet to invoice — so profitability is something you can see, not estimate. We start by understanding how your firm sells, delivers, and bills, then build it around that.

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The problem

What's actually
costing you.

These are the patterns we see again and again in professional servicesbusinesses running on disconnected tools. If two or three of them sound like you, it's not a discipline problem — it's a systems problem.

You don’t know which projects are profitable.
Time and costs aren’t connected to billing in a way you can see per project, so margin is a year-end surprise rather than a daily reality.
Time tracking and billing are disconnected.
Hours live in one tool and invoices in another, so billing means re-entry, leakage, and the nagging sense that not all billable time is captured.
Utilization is a guess.
Without a real view of who’s booked on what, you over-commit some people and under-use others — and find out only when something slips.
The pipeline doesn’t connect to delivery.
Sales closes a deal and delivery scrambles to staff it, because the CRM and the project side don’t talk to each other.
How we approach it

We learn how you work first.
Then we build the system.

There's no generic professional servicestemplate that fits every business — the way you quote, deliver, and bill is yours. So before we configure a single module, we map your real workflows and where they break. That map drives the build, which is why the result is a system your team actually uses instead of one they work around. Here's what that looks like for professional services.

Project profitability
Time and costs roll up against each project and client so you see real margin by engagement — not just total revenue.
Time tracking to invoice
Billable hours flow straight into invoicing, cutting leakage and ending the re-entry between timesheets and accounting.
Resource & capacity planning
See who’s allocated where, so you staff projects deliberately and spot over- and under-utilization early.
CRM to delivery
Pipeline, proposals, and won deals connect straight into projects, so sales and delivery share one view of the client.
Retainers & recurring billing
Handle retainers, milestones, and recurring invoices cleanly, with revenue you can actually forecast.
Client-ready reporting
Project status, hours, and budgets in reports you can share, built on live data instead of assembled by hand.
FAQ

Professional Services questions we hear most

Other industries
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Built for professional services.
Built around your business.

Tell us how your professional servicesbusiness runs and where it's breaking. We'll give you an honest read on whether Odoo is the right fit — and exactly how we'd build it around you.

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