Built for the way professional services businesses operate
A professional firm sells expertise. That means tracking clients, opportunities, project work, team capacity and the invoices that follow.
Keep projects moving, opportunities tracked and invoices paid across your client base.
Professional Services
Configured workspace preview
Everything your professional services business needs to manage
Only the capabilities actually associated with this template are shown — nothing invented.
Keep the team organized
People
Keep the team organized and shifts covered.
Team members, attendance, leave, scheduling and documents.
Hire the people you need
Recruitment
Hire the people you need without losing track of candidates.
Job openings, candidates, interviews and offers.
Manage customers and contacts
Customers
Keep track of everyone you serve and how you serve them.
Leads, customers, contacts and history.
Keep orders and revenue moving
Sales
Keep orders and revenue moving through the business.
Opportunities, quotes, orders and invoices.
Run day-to-day work without things slipping
Operations
Run day-to-day work without things slipping.
Tasks, projects, requests, approvals and calendar.
Track money in and out
Finance
Keep track of money moving in and out.
Expenses, payments and practical financial tracking.
Back decisions with numbers
Reports
See what is happening and back decisions with numbers.
Dashboards, custom reports, exports and business metrics.
What your professional services needs to manage
These are the capabilities configured for this template. Start with them, then adjust to your process.
Dashboard
Business snapshot of key numbers, pending work and alerts.
People
Team members, attendance, leave, scheduling and documents.
Recruitment
Job openings, candidates, interviews and offers.
Customers
Leads, customers, contacts and history.
Sales
Opportunities, quotes, orders and invoices.
Operations
Tasks, projects, requests, approvals and calendar.
Finance
Expenses, payments and practical financial tracking.
Reports
Dashboards, custom reports, exports and business metrics.