Odoo ERP for Professional Services Firms
Streamline project management, client billing, resource planning, HR, and financial reporting — all in one unified Odoo platform built for consulting firms, agencies, law firms, and service businesses.
Designed for Service-Led Businesses
Professional services firms face unique operational challenges — managing client projects, tracking billable hours, invoicing accurately, resourcing the right people, and delivering consistent service quality — often across disconnected spreadsheets and tools.
ERPArtists has implemented Odoo for 30+ professional services firms — from consulting and IT agencies to law firms, accountancies, and marketing studios. We configure Odoo to match your exact billing model and client delivery workflows.
Odoo Modules We Deploy for Professional Services Firms
Manage client projects end-to-end — tasks, milestones, deadlines, team assignments, and real-time progress tracking with full client visibility through portal access.
Track billable and non-billable time by project, client, and team member — with automatic invoice generation based on approved timesheets and billing rates.
Generate project-based, milestone, retainer, and time-and-materials invoices — with multi-currency support, payment terms, and automated reminders.
Plan team capacity, manage staff utilisation, track leave and availability, and process payroll — ensuring the right people are assigned to the right projects.
Track leads, manage proposals, monitor deal stages, and forecast revenue — with full visibility from first contact to signed contract and project kick-off.
Project profitability, utilisation rates, revenue by client, WIP reporting, and cash flow forecasts — all in real-time dashboards for management decisions.
How We Implement Odoo for Professional Services Firms
We map your client delivery process, billing model, team structure, and reporting needs before any configuration begins — ensuring Odoo fits your exact way of working.
Configure project templates, billing structures, timesheet workflows, CRM pipelines, and financial reporting tailored to your firm type and client base.
Integrate with your existing tools — email, calendars, accounting software, and client portals — with automated invoice generation and payment workflows.
Migrate client records, project history, financial data, staff records, and vendor contracts into Odoo with full data integrity and zero data loss.
Role-specific training for project managers, consultants, finance teams, HR, and leadership — focused on their specific daily workflows in Odoo.
Supervised go-live with 90-day dedicated support to ensure zero disruption to client delivery and billing operations.