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Industry Solution

Odoo ERP for
Professional Services & Consulting

Win more clients, deliver projects on time, and bill every hour accurately all from a single platform built and configured on Odoo by Evvotech.

Your Pain Points

Are These Challenges Slowing You Down?

Professional services and consulting firms face these exact problems every day without the right system in place.

Leaking Sales Pipeline

Prospects tracked on sticky notes and spreadsheets follow-ups missed and deals lost to competitors who respond faster.

Unbilled Hours

Consultants forget to log time or log it days later resulting in lost billable hours that silently erode your revenue.

Project Scope Creep

Without proper task and milestone tracking, projects run over budget and over deadline with no early warning system.

Slow & Inconsistent Invoicing

Invoices raised manually at month-end from email threads and timesheets leading to disputes, delays, and poor cash flow.

No Profitability Visibility

You don't know which clients, projects, or service lines make the most money so pricing and resource decisions are guesswork.

Disconnected Finance & Operations

Project delivery and accounting run in separate tools reconciliation takes days and financial reports are always out of date.

Odoo solves all of this and Evvotech makes it happen for your firm.

What We Implement

Odoo Modules We Configure

We select and configure the right Odoo modules to cover every aspect of your professional services or consulting operation.

CRM

Capture every enquiry, manage your sales pipeline by stage, and automate follow-up activities so no prospect ever goes cold.

Sales

Build professional proposals and service quotations with defined deliverables, timelines, and billing terms in minutes.

Project

Plan and execute client engagements with tasks, milestones, Kanban boards, and Gantt charts all linked to your contracts.

Timesheets

Log billable and non-billable hours directly against projects and tasks on desktop or mobile with manager approval workflows.

Invoicing

Generate client invoices from approved timesheets or milestones automatically with flexible fixed-fee or time-and-material billing.

Accounting

Full financial control with real-time P&L per project, revenue recognition, tax compliance, and consolidated reporting.

Key Benefits

What You Gain After Implementation

Tangible improvements you will see after Evvotech implements Odoo for your professional services or consulting firm.

Never lose a lead or miss a follow-up

Every enquiry enters a structured pipeline with automated reminders your team always knows exactly what to do next.

Capture every billable hour automatically

Timesheets logged against tasks flow directly into invoices so every hour worked becomes a hour billed, with zero leakage.

Real-time project health and budget tracking

See planned vs actual hours, task completion, and budget burn for every engagement catch scope creep before it costs you.

Faster invoicing with fewer disputes

Invoices backed by approved timesheets are sent faster and queried less cutting your average days-to-payment significantly.

Per-project and per-client profitability

Know your margins on every engagement in real time so you can price future work accurately and focus on your best clients.

One system from pitch to payment

CRM, delivery, timesheets, and finance all connected no re-entry, no reconciliation, and no month-end surprises.

How We Work

Our Implementation Process

A structured, proven approach designed to minimize disruption and maximize adoption from day one.

1

Business Audit

We map your sales pipeline, service delivery workflows, timesheet practices, and billing structure to define the right Odoo scope.

2

Module Design & Config

We configure CRM stages, project templates, timesheet rules, invoicing policies, and chart of accounts to match your firm exactly.

3

Data Migration & Build

We migrate your client contacts, active projects, open invoices, and historical data cleanly fully validated before go-live.

4

Training & Go-Live

We train your consultants, project managers, and finance team then support you through your first full billing cycle on Odoo.