Odoo ERP for professional services firms
Win work, deliver projects on budget and bill every hour, with CRM, projects, timesheets and invoicing in one place.
Common problems in professional services
- Hours worked but never invoiced
- Project budgets tracked only after they are blown
- Sales pipeline hidden in inboxes
- Recurring contracts renewed by memory
- Every billable hour invoiced
- Live project profitability
- Automatic recurring billing
- Client tickets with response targets
- One pipeline for the whole team
Odoo apps we set up for professional services
CRM
Pipeline, activities and forecasts for every opportunity.
Project
Tasks, milestones and Kanban boards for every client project.
Timesheets
Time logged against tasks, ready to invoice.
Subscriptions
Recurring retainers and support contracts billed automatically.
Helpdesk
Client tickets with SLAs and time tracking.
Accounting
Invoices from timesheets, milestones or fixed fees.
Odoo for professional services: common questions
Can we invoice from timesheets?
Yes. Odoo can invoice time and materials from timesheets, by milestone or as a fixed price, per project or per task.
Can clients raise support tickets?
Yes. Odoo Helpdesk gives clients a portal and email channel, with SLAs and time tracking linked to their contract.
Can Odoo handle retainers?
Yes. Odoo Subscriptions bills monthly or yearly retainers automatically and tracks renewals.
39 things to decide before your Odoo project starts, including ZATCA and UAE items.
Planning Odoo for your professional services business?
Book a free 30-minute call, we’ll map your processes and suggest the right apps.