Sector pack
Professional services
Scopes drift, milestones slip and invoices lag.
The workflow
Pre-built, end to end
Every step has an owner, a due date and the evidence needed to close it.
- 1Enquiry
- 2SOW
- 3approval
- 4milestone work
- 5client acceptance
- 6retainer renewal
- 7debtor action
Recommended modules
What professional services teams switch on first
Revenuefrom R999/mo
Sales & Leads (RevenueOS)
Every lead captured, followed up and handed to delivery - CRM, funnels and WhatsApp in one.
Explore Sales & Leads (RevenueOS) →Revenuefrom R699/mo
ContractOS
Client onboarding, approved clauses, e-signature and obligation tracking - from yes to delivered.
Explore ContractOS →Operationsfrom R999/mo
Delivery & PMO
Turn every award or signed deal into a delivery plan, evidence trail and invoice-ready close-out.
Explore Delivery & PMO →Financefrom R799/mo
Finance & Cashflow Connect
Live cash, debtors and approvals on top of Xero or Sage - money never moves without two humans.
Explore Finance & Cashflow Connect →See your business on one screen — in 24 hours.
Book a 30-minute walkthrough. Bring one workflow that keeps you up at night; we will show it running in Blue Oceans.