Odoo ERP for Professional Services Firms
We help consulting firms, agencies, law firms and service businesses streamline project management, client billing, resource planning, HR and financial reporting using Odoo.
Odoo is designed for service-led businesses like yours.
Professional services firms face challenges managing client projects, tracking hours invoicing accurately resourcing the right people and delivering consistent service quality.
ERP Artists has helped over 30 professional services firms, including consulting and IT agencies, law firms, accountancies and marketing studios. We configure Odoo to match your billing model and client delivery workflows.
Odoo Modules We Deploy for Professional Services Firms
Manage client projects from start to finish, including tasks, milestones, deadlines, team assignments and real-time progress tracking. Clients can view progress through access.
Track billable and non-billable time by project, client and team member. Automatically generate invoices based on approved timesheets and billing rates.
Generate types of invoices including project-based milestone, retainer and time-and-materials invoices. We support currencies, payment terms and automated reminders.
Plan team capacity manage staff utilisation, track leave and availability and process payroll. This ensures the right people are assigned to the projects.
Track leads, manage proposals monitor deal stages and forecast revenue. We provide visibility from first contact to signed contract and project kick-off.
Get real-time insights into project profitability utilisation rates, revenue by client WIP reporting and cash flow forecasts. This helps management make decisions.
How We Implement Odoo for Professional Services Firms
We map your client delivery process, billing model, team structure and reporting needs before configuring Odoo.
We configure project templates, billing structures, timesheet workflows, CRM pipelines and financial reporting tailored to your type and client base.
We integrate Odoo with your existing tools, such as email, calendars, accounting software and client portals. We also automate invoice generation and payment workflows.
We migrate client records, project history, financial data, staff records and vendor contracts into Odoo with data integrity and zero data loss.
We provide role- training for project managers, consultants, finance teams, HR and leadership focused on their specific daily workflows in Odoo.
We provide supervised go-live, with 90-day support to ensure zero disruption to client delivery and billing operations.