Sector
Odoo for Professional Services
From quote to invoice: manage your projects, hours and client relationships from one platform. Pantalytics implements Odoo for consultancy, IT services and professional services.
Challenges for service firms
Project profitability
Without an integrated overview of hours, costs and revenue per project, it's difficult to monitor profitability.
Manual processes
Time tracking in Excel, invoicing in a separate system and project planning on whiteboards is time-consuming and error-prone.
Client management
Scattered client contact across email, CRM and project tools makes it hard to maintain a complete client picture.
Our approach
Pantalytics implements Odoo as a central platform for professional services firms. We connect CRM, project management, time tracking, invoicing and accounting so you manage everything from lead to invoice in one system.
We understand that every firm is unique. That's why we configure Odoo specifically for your work processes, whether you work with fixed prices, time & materials or retainer models.
Features
Project management
Plan projects, assign tasks and track progress with Kanban boards and Gantt charts.
Time tracking
Easily log hours on projects and tasks, with timer function and mobile app.
CRM & pipeline
Manage leads and opportunities, create quotes and analyze conversion funnels.
Invoicing
Automatically generate invoices based on approved hours, milestones or fixed amounts.
Resource planning
Capacity planning and utilization rates per employee made visible.
Reporting
Dashboards for project margins, staff utilization, revenue forecasts and KPIs.
Use cases
Quote to invoice
An IT consultancy automated the entire process from quote, time tracking to invoicing, saving 8 hours per week.
Resource planning
An engineering firm gained insight into utilization rates and was able to take on 20% more projects without additional staff.
Results
Time saved per week on administration
More projects with the same team
Real-time insight into project profitability
Integrations
Microsoft 365
Sync email, calendar and documents
Exact Online
Accounting and VAT returns
Jira & GitLab
Integration with development tools
Outlook
Email and calendar integration via Outlook Pro
Ready to optimize your services?
Discover how Odoo can take your projects and client relationships to the next level. Schedule a free consultation.