Project and task management
- Create projects with phases, tasks and deadlines
- Track progress and status by client or team
- Record project labour hours and costs
- Gantt charts and timelines for resource planning
- CRM and invoicing integration
Uvid · ERP and business digitalisation
ERP for professional services — resource, project and cost planning
Challenges for professional services companies
Consulting, engineering, marketing and service businesses depend on sound planning of time, people and costs. Without a central system, project profitability, resource utilisation and sources of loss are difficult to identify.
Linking tasks, hours and finances helps align client expectations with team capacity. Managers gain clearer workloads and can spot deviations promptly.
Do you recognise these challenges?
- Projects managed across different tools and spreadsheets
- No visibility of actual costs by project or client
- Difficulty scheduling employees and teams
- Manual time calculations and service billing
- Clients lack timely project progress updates
- Sales and finance do not share the same data
Our solution — Odoo ERP for professional services
Uvid Odoo ERP combines project management, resource planning, finance and sales in one system.
You gain full control over time, costs and profitability for every project and client.
All data, from sales opportunities to invoicing, is available in real time for better decisions and more accurate billing.
Request a solution presentationKey Odoo ERP features
for professional services
Workforce planning and management
- Employee, team and work schedule records
- Plan availability and annual leave
- Allocate resources by project and priority
- Record and analyse capacity utilisation
Finance and costs
- Track planned and actual project costs
- Automatically post expenses and revenue
- Calculate project and client profitability
- Integration with accounting and e-invoicing
Sales and CRM
- Manage sales opportunities and quotations
- Automate sales processes and reminders
- View pipeline, targets and sales team performance
- Connect projects with service billing
Invoicing and contracts
- Automatic invoicing by contract or hours worked
- Manage subscriptions and recurring services
- Record maintenance contracts and SLA parameters
- Connect accounting and reporting
Analytics and reporting
- Dashboards for utilisation, costs and profit
- Reports by project, client, team or activity
- Predictive analytics and profitability trends
Key benefits for professional services companies
- A central system for projects, resources and finance
- Accurate client costs and profitability data
- Less administration and faster invoicing
- Better workforce planning and utilisation
- Automated reporting and performance tracking
- Greater transparency for clients
Modular implementation — step by step
Professional services ERP is implemented in phases, starting with project management, resource planning and cost tracking for the greatest benefit.
CRM, finance and HR can be added later without disruption or reconfiguration.
References and experience
Consulting, engineering, marketing and service businesses use Uvid Odoo ERP.
Whatever their size, they want full visibility of projects, resources and costs, with less administration and greater productivity.
“Uvid ERP gives us a clear picture of staff utilisation and every project's profitability.”
— An engineering company client
Explore case studiesNext step
Connect your projects and resources in one system.
Our professional services ERP gives you full control of time, costs and business profitability.