Bill your time and your team accurately.
Time and cost on an engagement are invisible until the invoice is late.
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What your Professional Services workspace looks like
OPIFIRM activates the recommended applications for your industry. Workspace owners can enable additional modules later from Settings — unused applications are hidden, never deleted.
Bill your time and your team accurately.
Time and cost on an engagement are invisible until the invoice is late.
Applications activated
- DashboardAvailable now
- SettingsAvailable now
- AdministrationAvailable now
- ReportsAvailable now
- AccountingAvailable now
- CRMAvailable now
- SalesAvailable now
- ProjectsConfigurable
OPIFIRM activates the recommended applications for your industry. Workspace owners can enable additional modules later from Settings — unused applications are hidden, never deleted.
Recommended workflow
- 1LeadAvailable nowRecord the potential client.
- 2ProposalAvailable nowSend the scope and the price.
- 3EngagementAvailable nowThe client signs and the work starts.
- 4Task or milestoneConfigurableTrack the pieces of work.
- 5Time / cost capturePlannedRecord hours and expenses.
- 6InvoiceAvailable nowBill the client.
Dashboard preview (demonstration data)
Pipeline value
Filled from your own records once you sign up.
Open engagements
Filled from your own records once you sign up.
Invoices due
Filled from your own records once you sign up.
Utilisation
Not available yet.
Add later when you need it
- HRAvailable now
- PayrollAvailable now
- Business IntelligenceConfigurable
- ComplianceAvailable now