Professional Services

Your business is complicated. Your success relies heavily on your ability to estimate projects, track time and allocate resources. Your product is intangible, your business ever changing, and timing is everything. Running a professional services firm requires careful planning, accurate billing, and the ability to remain on budget and on time on every project.

Without an integrated system for estimating, tracking time, billing, and project management – keeping control of your projects and cash flow can be a daunting task. With disparate systems, inconsistent procedures and communication lapses, you run the risk of losing billable hours. In a business where time is money, every second counts.

We can help you:


Forecast demand and allocate resources while maximizing utilization for each member of your team


Improve your cash flow by recording and billing time faster


Consistently apply time and expenses to projects, and know their status instantly


Improve client service by managing and tracking all customer interactions, collaborating effectively throughout the entire project lifecycle

Contact Clients First to find the right ERP solution for your professional services business.

One of our professional services ERP experts will be in touch within 48 hours.