Skip to Content
Operations consulting and Odoo implementation for SMBs
Industry · Professional services

Profitable engagements, from first contact to invoice.

Consultancies, engineering firms, agencies, technical services: we structure the whole service cycle in Odoo, so you always know what is being delivered, what is being billed and what is profitable.

Key modules CRM · Projects · Timesheets · Invoicing
The challenges we see

When delivery and billing live in separate tools, margin evaporates.

Three situations we find in almost every growing services firm.

01

Partial visibility on delivery

Engagement progress is tracked in spreadsheets or emails; overruns are discovered at the end.

02

Hours that never reach the invoice

Timesheets entered late or elsewhere lead to missed billing and slower collections.

03

Profitability known too late

With no link between hours, expenses and billing, margin per client or engagement is worked out by hand, once a quarter.

What we structure

One thread, from opportunity to profitability.

What is sold becomes a project; what is done becomes an invoice.

01OpportunityCRM02ProposalSales03ProjectProjects04Time andexpensesTimesheets05InvoicingAccounting06ProfitabilityDashboards

Each step builds on the previous one: information is entered only once.

What you get

Numbers that matter to leaders and project managers alike.

01

Margin per engagement, continuously

Hours, expenses and billing in one place: profitability is visible during the engagement, not after.

02

Billing with nothing missed

Approved time flows straight into invoices, fixed-price or time and materials.

03

Visible workload

Who is working on what, and who has capacity for the next engagement.

Odoo modules involved

We only deploy what serves your operating model, and we configure it around your processes.

CRMSalesProjectsTimesheetsExpensesInvoicingAccountingDashboards

Common integrations

  • Online signature of proposals
  • Online invoice payment (Stripe)
  • Calendar and appointment booking
  • Data migration from your current tools
In practice

A customer journey redesigned end to end.

For a services business, we redesigned booking and payment so every transaction matches a confirmed booking.

Service business

A booking flow with no orphaned transactions

Challenge

Abandoned bookings left incomplete payment transactions behind.

Solution

A 5-step quote-to-booking flow and a custom Odoo payment module with deferred Stripe capture.

Impact

Orphaned transactions eliminated; partial captures now possible.

Read the case study
Other industries

One method, adapted to each reality.

Next step

Let’s talk about your operations.

Tell us what’s slowing you down: scattered tools, an Odoo implementation that never quite stuck, or a system you’ve outgrown.A short discovery call, no sales pitch.

  1. 1
    Discovery callA short call to understand your current setup. No sales pitch.
  2. 2
    Tailored recommendationA full diagnostic or a scoped Odoo project: we tell you which, and why.
  3. 3
    A clear next stepProposal, timeline, and what success looks like. No vague “let’s circle back.”