Professional Services

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.

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Why Odoo for Professional Services?

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.

▸ Project management and task tracking

▸ hours and timesheet management

▸ Client invoicing and retainer billing

▸ Resource planning and utilisation

▸ CRM and pipeline management

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Professional Services ERP Experts

We have served over 30 services firms, including

✔ Management and IT consulting firms

✔ Law firms and legal practices

✔ Accounting and financial advisory firms

✔ Marketing and creative agencies

✔ Engineering and architecture practices

Our clients are very satisfied with a 97% client satisfaction rate.

Odoo Modules

Odoo Modules We Deploy for Professional Services Firms

Project Management

Manage client projects from start to finish, including tasks, milestones, deadlines, team assignments and real-time progress tracking. Clients can view progress through access.

Billable Hours

Track billable and non-billable time by project, client and team member. Automatically generate invoices based on approved timesheets and billing rates.

Client Invoicing and Retainers

Generate types of invoices including project-based milestone, retainer and time-and-materials invoices. We support currencies, payment terms and automated reminders.

Resource Planning and HR

Plan team capacity manage staff utilisation, track leave and availability and process payroll. This ensures the right people are assigned to the projects.

CRM and Pipeline Management

Track leads, manage proposals monitor deal stages and forecast revenue. We provide visibility from first contact to signed contract and project kick-off.

Financial Reporting and Analytics

Get real-time insights into project profitability utilisation rates, revenue by client WIP reporting and cash flow forecasts. This helps management make decisions.

Our Approach

How We Implement Odoo for Professional Services Firms

Service Workflow Discovery

We map your client delivery process, billing model, team structure and reporting needs before configuring Odoo.

System. Config

We configure project templates, billing structures, timesheet workflows, CRM pipelines and financial reporting tailored to your type and client base.

Automation

We integrate Odoo with your existing tools, such as email, calendars, accounting software and client portals. We also automate invoice generation and payment workflows.

Data Migration

We migrate client records, project history, financial data, staff records and vendor contracts into Odoo with data integrity and zero data loss.

Team Training

We provide role- training for project managers, consultants, finance teams, HR and leadership focused on their specific daily workflows in Odoo.

Go-Live and Support

We provide supervised go-live, with 90-day support to ensure zero disruption to client delivery and billing operations.

Real Results

What Professional Services Firms Achieve with Odoo

40%

Faster Invoice Generation

25%

Improvement in Billable Utilisation

35%

Reduction in Admin Time

99%

Project Billing Accuracy

Frequently Asked Questions Professional Services

Odoo connects timesheets, projects, and invoicing in one system. Consultants and team members record their work against projects, making it easier to capture every billable hour and reduce revenue leakage.

Yes. Odoo supports fixed price, time and materials, milestone based, and recurring retainer billing. We configure the system to match your client contracts and billing processes.

Odoo provides real time visibility into project costs, billable hours, expenses, and revenue. This allows project managers to monitor profitability throughout the engagement instead of waiting until the project closes.

Yes. Odoo helps managers allocate consultants, engineers, designers, or other professionals based on availability, workload, and project priorities, reducing scheduling conflicts and improving resource utilization.

Yes. We can configure approval workflows so submitted timesheets are reviewed and approved before invoices are generated, helping your finance team bill clients more quickly and accurately.

Yes. Odoo supports multi company and multi branch operations, allowing professional service firms to manage projects, employees, finances, and reporting across multiple offices from one ERP system.

Odoo connects CRM, quotations, projects, tasks, documents, and invoicing into one workflow. This gives your team complete visibility from the first client enquiry through project delivery and final payment.