Keep opportunities moving
Track leads, contact activity and pipeline stages before preparing a quotation.
Connect the pitch, the work and the invoice.
Business software for professional services
Keep the commercial and delivery sides of your service business close, from customer conversations to recurring billing and project work.
Discuss your workflow
Make the day-to-day
easier to follow.
For a service business, the important handoff is often between the person who wins the work and the team that delivers it. Shared context makes that handoff easier to manage.
Start with the process you already use. In a demo, we’ll walk through the relevant records, show where teams connect and identify what needs a closer fit check.
Three places connection matters.
Organise delivery
Add Projects for task ownership, collaboration and project documents.
Bill with continuity
Use recurring invoices for ongoing work and keep expenses and receivables visible to finance.
Explore the relevant workflows.
CRM
Capture the signal, choose the path and keep the next action visible until the relationship moves forward.
Explore crmProject management
Give the team one project record from planning through collaboration, progress review and time-based billing.
Explore projectsSales & invoicing
Bring the commercial record together, from a customer's first quote to the balance still outstanding.
Explore salesExpense management
Keep every line, receipt, exception, decision and reimbursement connected from first capture to the books.
Explore expensesProjects is an optional add-on. Automatic timesheet billing or project profitability is not promised; discuss your delivery model in the demo.
Make sure
it fits.
What should a professional services team bring to a demo?
Bring a typical transaction, your current tools, team size and the handoff that causes the most friction. Use anonymised examples rather than sharing confidential customer records.
Are all these modules included in the base plan?
Core sales, inventory, purchasing, accounting, CRM, expenses and reporting are included. HRMS, Projects and other catalogue add-ons have separate prices. Use the pricing calculator for your configuration.
Are there process limitations to review?
Projects is an optional add-on. Automatic timesheet billing or project profitability is not promised; discuss your delivery model in the demo.
Let’s connect
your business.
Bring your workflows. We’ll show you how they fit together in Scalar360.
Book a demosales@scalar360.com