Professional Services
Integrated ERP solution for the services industry.
Professional Services
Professional service refers to a company or an individual whose primary output is providing expert services, who are also known as consultants like Chartered Accountant (CA), Law firms (Advocate), IT Services, Professional consultants, Event Management, Interior decorators, Education Consultant, Architecture, Marketing consultants, C & F agent, Brokers, and multiple different agencies.
Most professional services need to reorganize their operations in order to provide better services to their clients, accomplish their goals, and increase customer value by using ERP systems.
To meet their professional needs, the majority of professional services use excel sheets or various software to manage their daily workflow. This leads to mismanagement, less output efficiency, data security, miscommunication, and at times missing out on crucial leads resulting in loss of revenue. All of the concerns can be overcome with a single unified user interference system, often known as an ERP, which brings diverse operations together in a single integrated app, streamlining procedures and enhancing agility.
How is Odoo ERP helpful for Professional Services?
Odoo ERP is a fully integrated and comprehensive ERP system with multiple modules like CRM, Appointments, Sales, Project management, Resources Planning, Expenses, Time off, Timesheets, Document management, Human resource, Recruitment, Accounts and Reports. These modules perform multiple functions by using a centralized database to deliver correct information whenever needed. Odoo offers portal access, wherein the clients can access the information related to their projects or cases. It also allows clients to upload their documents which are saved in the backend side in their particular folder. Simultaneously the backend user can access clients documents for their relative cases/projects. It enhances operational efficiency, saves time, helps in streamlining the business process, appointments and meetings. The simplified operations result in business growth, effectiveness in the professional services.
Adapt to
Change
Real-time business analytics and flexible business processes enable professional services businesses to monitor and respond to change with speed and ease.
Drive Operational Effectiveness
Unite fragmented data, automate and control costs with a single, unified application combining CRM and eCommerce with back-office ERP.
Improve
Visibility
Achieve a comprehensive, real-time picture of your business and support timely, data-driven decisions across your organization.
Improve Project Profitability
Review timelines, resource needs, and profitability to develop more accurate quotes and identify areas for margin improvement.
Leads Increased efficiency with Odoo CRM
There are multiple channels through which a client approaches a professional consultant for their services, it could be via Emails, Website, Telecommunication, Social media, References and other means of media. These approaches are considered as a “Progressive Lead”. The leads are managed in the CRM with all the clients details.
Odoo CRM provides all the necessary tools to convert leads into a successful project. It manages regular follow-up management, scheduling of appointments in the calendar view through which clients meetings are arranged. After successful meetings a quotation can be directly generated from the CRM itself. Thereafter, these quotations are turned into a winning lead.
Effective Project Management (or Handling of Cases)
Odoo Project Management is easy to manage with the user-friendly interface (UI). Multiple projects can be managed with the individual stage along with their tasks. Some of the professional services handle cases instead of the projects, like Chartered Accountant, Law firms, etc. These cases can be handled in the similar manner as the projects are handled. For instance Education Consultant who provide admissions to students to international universities. The consultants can define multiple stages like student assessment, university selection, student application to the university, admission accomplishment, visa process, student traveling plan, etc. Thus every professional service can easily adopt Odoo Project Management for their services.
Organize your Documents
Easily share, send, categorize and archive scanned documents with Odoo documents management and turn your company paperless. In professional services business documents are often generated and many of the documents are also shared by the clients (case files, clients related documents, confidential documents, etc).
Odoo offers a simplified way to store these documents in digital format The individual documents can be shared to individuals and groups along with accessibility to view only, editing rights and much more.
Manage employees leaves with “Time Off”
It is very important to manage employees' leaves for an ongoing project. Based on the leaves the task can be assigned to the other employees or clients can be informed about the non availability of the employee assigned to their case/project.
Odoo offers a Time Off module to manage the absence of their employees and it provides an easy calendar view for the other employees to observe the absence. It helps in project planning, task allocations and handling of cases.
Time your work
One of the most important aspects of the Professional services is to manage the timesheets of their employees. Based on the timesheets the agencies or company generates invoices for the services offered to the clients.
The Project managers and team members can collaborate on projects and maintain current and accurate status insights at all times. That allows companies to proactively identify and head off problems and gain insights into expenses.
Odoo offers a comprehensive Timesheet management system, wherein timesheets can be generated of employees pertaining to the task allocated to them and monitor their performance and measure the profitability of the projects.
Billing and Revenue Management
Odoo offers Accounting and Invoicing modules integrated with project management that simplify the process of tracking transactions. It also offers project-based billing and project tracking. Multiple billing options are also provided to satisfy both time and material and fixed-price projects The module provides real-time payment tracking, assisting professional invoices directly from the timesheets, manages contracts, recurring invoices, billings and provides clear forecasts of your future bills to pay. The solution supports multi-company/multi-branch and multi-currency configuration
