Your whole business in one system

Less administration, more time for your clients.

Bring sales, engagement delivery, time tracking, invoicing and accounting together. Data flows without duplicate entry, from the first contact through to profitability analysis.

Clear interface that is easy to learn
Client, engagement and financial data in one place
Fast, supported implementation
Cost-effective solution for small teams
Integrated modules

The essential tools for running a service company.

Use one continuous management process without multiplying software packages or Excel files.

CRM

Centralise prospects, clients, contacts, activities and sales opportunities.

Quotations

Create structured quotations, track their status and turn approved offers into engagements.

Engagement management

Plan services, owners, deadlines, budgets and progress.

Time tracking

Record time easily by engagement, activity or client.

Invoicing

Invoice completed hours, fixed fees or entire engagements according to your rules.

Integrated accounting

Post invoices automatically and maintain a consistent financial overview.

Profitability and workload

Analyse margins, consumed budgets, availability and team workload.

Built for service SMEs

One common foundation, adapted to your field.

1

Accounting services

Recurring engagements, deadlines, time by file, fixed fees and profitability monitoring.

2

Legal services

Client matters, services, billable time, retainers and fee monitoring.

3

IT services

Projects, contracts, interventions, support, time spent and service invoicing.

The last-Friday-of-the-month question

“How many hours do we still have to invoice?”

Three figures decide the health of a services business: the work reserve still to be invoiced, the share of hours that never will be, and the time it takes to send out the month’s invoices.

  1. 1Know the work reserve
  2. 2Measure non-billable hours
  3. 3Invoice support contracts
  4. 4Bill time and materials in one pass
One continuous process

From prospect to financial result, without duplicate entry.

01

Win and qualify the client

The CRM brings together contacts, requirements, discussions and opportunities.

02

Create the quotation and engagement

The approved quotation becomes the operational basis of the engagement.

03

Deliver and record services

Team members record their hours and monitor progress.

04

Invoice and analyse

The data feeds invoicing, accounting and management indicators.

Simple and cost-effective

Get started quickly, without a heavy IT project.

The solution starts at CHF 20.- per month for 1 to 3 users and can be ready within 72 hours after the offer is approved.

Request pricing or a demo →
We will show you the configuration that best fits your activity and number of users.