Key Features & Modules
Project & Task Management
Project Dashboard
Plan, assign, and monitor tasks in real-time with a centralized view.
Gantt & Kanban Views
Visualize project timelines or manage tasks in a card-based system for clarity.
Collaboration Tools
Keep team members, stakeholders, and clients aligned with file sharing and messaging tools.
Timesheet & Resource Allocation
Timesheet Tracking
Log billable and non-billable hours for each task or project phase.
Resource Planning
Optimize team workloads, ensuring the right person is assigned to the right task.
Multi-Rate Billing
Set different billing rates based on roles, project type, or client categories.
Client Relationship Management
Lead & Opportunity Pipeline
Nurture prospects, track deals, and forecast new business.
Client Database
Maintain a centralized record of client details, past projects, and interactions.
Email & Marketing Automation
Automate follow-ups, newsletters, and promotions to engage clients efficiently.
Invoicing & Billing
Automated Invoicing
Generate invoices directly from approved timesheets, milestones, or project phases.
Recurring Invoices
Manage retainer fees, maintenance contracts, or subscription-based services.
Payment Integrations:
Accept online payments through integrated gateways like PayPal, Stripe, or local providers.
Contract & Document Management
Contract Repository
Store, categorize, and search contracts, NDAs, and proposals.
E-Signature
Allow clients to sign agreements electronically for quicker turnaround.
Version Control
Track revisions and maintain an audit trail of important legal documents.
Expense Management & Reimbursements
Expense Tracking
Log travel, supplies, or client-related expenses with receipts.
Approval Workflows
Set up multi-level approval for large expenses or sensitive requests.
Integration with Accounting
Automatically sync approved expenses with Odoo Accounting for seamless reconciliation.
Analytics & Reporting
Profitability Analysis
Compare billable hours vs. costs to gauge project margins.
Utilization Rates
Monitor how effectively your consultants or teams are utilized.
Custom Reports & Dashboards
Create tailored KPIs (Key Performance Indicators) to guide strategic decisions.
Benefits
Streamlined Project Delivery
Streamlined Project Delivery Align team tasks, milestones, and budgets in a single platform—reducing administrative overhead and confusion.
Accurate Time & Expense Tracking
Minimize revenue leakage by capturing every billable hour and expense in real time.
Enhanced Client Relationships
Maintain a 360° view of each client—past projects, open tasks, and potential upselling or cross-selling opportunities.
Smarter Financial Management
Automated invoicing, expense reconciliation, and robust reporting ensure transparency in your cash flow.
Colocation
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