Professional Services
From the pitch to the timesheet.
Services businesses run on two numbers: what is sold and what is delivered. OPM CRM covers the first, OPM Projects the second, and Workforce keeps the people side straight.
What it has to handle
What professional services actually need.
Four things, stated as problems rather than as features.
Client work tracked
Projects per client, with milestones and owners.
Time captured
Timesheets against tasks, for billing and for planning.
Pipeline visibility
What is coming, so staffing is not a monthly scramble.
Leave and capacity
Who is available, before the work is promised.
The products
Built on these OPM products.
Each one is bought separately. Take the one that solves your loudest problem; the others are there when you want them.
OPM Projects
Project Management
Plan projects, manage tasks, collaborate with teams and deliver work efficiently.
- Projects
- Tasks
- Milestones
- Teams
Workforce
HRMS & Workforce Management
Manage employees, attendance, leave, payroll and workforce operations.
- Employee Management
- Attendance
- Leave
- Payroll
OPM CRM
Customer Relationship Management
Manage leads, customers, opportunities and your entire sales pipeline. Free for up to 3 users.
- Leads
- Contacts
- Accounts
- Opportunities
See OPM set up for professional services.
Thirty minutes, your own setup in mind, and a straight answer on anything that does not fit yet.