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Management System for Professional Services
From lead to payment, run the whole business of a project-based firm on one system
Connects clients, contracts, projects, budgets, expense claims and knowledge management, for consulting, design, research and law firms.
Common pain points
- Sales and delivery data are disconnected, and status is tracked in spreadsheets
- Budgets, claims, payments and collections do not form one chain
- Project experience stays with individuals and is rarely reused
After going live
- Project operations, budget execution and collection progress become visible
- Fewer management gaps from switching between systems and spreadsheets
- Project experience becomes an organizational asset
Core modules
- Clients and opportunities
- Contracts and payments
- Project setup and stages
- Budget and expense control
- OA and approvals
- Knowledge and operating reports
System screenshots
Click to view full size.
Want a full demo, or a customization of this system?
Tell us which task is the most repetitive. WeChat youmin0 · Email market@wangshuiju.com