NEEDS
  • CRM → Projects → Invoicing
  • Timesheets & profitability
  • Automatic invoicing
  • Client reporting
  • Collaboration & resource management
THE CHALLENGES

Disconnected tools that waste time and money
CRM in one tool, timesheets in another, invoicing in a third. Every information transfer creates errors, omissions, and lost time. The result: under-invoiced assignments, profitability that is impossible to track, and poorly informed clients.

Profitability invisible until the end of the project
Without a direct link between hours worked and the budget, it is impossible to know whether an assignment is profitable before it is completed. Overruns are only detected at invoicing time — too late to take action.

Manual and time-consuming invoicing
Reconstructing billable hours from several sources takes time and generates errors. Some services are forgotten, while others are invoiced twice. The client relationship suffers as a result.

Laborious client reporting
Producing a clear progress report for each client from scattered data takes hours. Without real-time consolidated data, client communication lacks accuracy and responsiveness.

Collaboration and information sharing
Without a shared workspace, exchanges with clients happen by email, documents pile up on personal drives, and decisions get lost. Internal and external collaboration lacks structure.

Solutions for this sector

CRM → Projects → Invoicing: The Integrated Flow

From sales opportunity to invoice, without re-entering data.

  • A won CRM opportunity automatically creates the project
  • Timesheets feed invoicing in real time
  • No service can be forgotten or under-invoiced
  • Complete view of the client cycle in a single tool
Timesheets & Profitability

Measure the profitability of each assignment before it is too late.

  • Time entry by employee and by task
  • Real-time budget vs. actuals with overrun alerts
  • Profitability analysis by assignment, client, and employee
Automatic Invoicing

Invoice accurately and quickly, based on the hours actually worked.

  • Invoicing based on time spent, fixed fee, or progress
  • One-click invoice generation from validated timesheets
  • Native integrated PEPPOL e-invoicing
Real-Time Client Reporting

Produce professional progress reports effortlessly.

  • Real-time project dashboards
  • Client portal with access to documents and progress
  • Custom reports exportable by client
Collaboration & Resource Management

Work better together, internally and with your clients.

  • Shared workspace by project
  • Resource planning and leave management
  • Internal messaging and discussion thread by task

Applications Implemented

Dashboard

Dashboard

Sales

Sales

Project

Project

Accounting

Accounting

Email marketing

Email marketing

CRM

CRM

Documents

Documents

Timesheet

Timesheet

Helpdesk

Helpdesk

X SMEs already trust us in this sector

As SME owners ourselves, we know that the quality of an ERP is measured by its real impact on your business, not by the number of features.
Talk about your project with Sam
Talk about your project with Sam

No sales rep at Agitech, we talk directly, business owner to business owner.

Need a straight answer, a quick budget estimate? You can book a video call with me directly via the link below.

If your request is urgent, you can email me directly at: Sam (at) agitech.io