Industry Solution — Agencies & Consulting

Professional Services & Consulting

Track billable hours, milestone retainers, project profitability, and service delivery

Tailored for agencies, management consultants, design studios, and IT solution providers. Track billable client hours, automate milestone or retainer invoicing, manage proposals, and monitor project profitability.

Sector Context: Service companies sell time, expertise, and outcomes. Profitability requires capturing every billable minute, billing retainers without delay, managing client scope changes, and preventing consultant burnout. Bizflowhub implements modern PSA/CRM systems and handles recurring invoicing and payroll.
Apply This Suite to EnquiryAll Industries

Operational Challenges in Professional Services & Consulting

The everyday friction points that drain margin and administrative bandwidth in this sector.

Unbilled client hours slipping through unlogged timesheets, directly eroding agency margins
Project scope creep expanding work deliverables without corresponding billing adjustments
Delayed monthly retainer invoicing and disjointed client communication across teams
Lack of visibility into real project profitability after accounting for consultant salaries

Recommended Applications Suite

The unified Frappe application stack tailored for this industry workflow.

Frappe CRM

Sales CRM

Client pitch tracking, proposal generation, and contract sign-off pipelines

ERPNext Projects & Timesheets

Project task management, billable timesheet logging, and milestone billing

Frappe Helpdesk

Client support ticketing, SLA tracking, and feedback collection

Frappe Raven & Wiki

Internal project documentation, deliverables sign-offs, and team chat

Standard Operating Procedures (SOPs)

Documented, battle-tested operational protocols established on Day 1.

Timesheet Submission & Approval Cadence

Weekly deadline for staff timesheets with project manager review and validation.

Client Scope Change Request (CR) Protocol

Formal documentation and pricing for extra deliverable requests before work commences.

Monthly Retainer Billing & Milestone Verification

Automatic generation of monthly retainer invoices on the 1st of each month.

Remote Day-to-Day Operations

Our remote specialists operating your systems daily under strict SLAs.

Monthly Retainer Invoicing & Collections

Dispatching verified client invoices and managing accounts receivable aging.

Consultant Expense Audits & Payroll Runs

Verifying travel receipts and executing monthly staff and freelancer payroll.

SAC Code Classification & GST Filings

Ensuring correct Service Accounting Codes and timely monthly GSTR-1/3B filings.

Measurable Impact

Tangible Business Outcomes in Professional Services & Consulting

100% of billable client hours recorded and invoiced on schedule
Real-time gross margin visibility across every individual client engagement
Predictable monthly cash flow through automated recurring retainer invoicing
Clean professional contracts with organized project documentation

Frequently Asked Questions

Key questions about deploying this industry suite.

Yes. Staff can log timesheets directly against specific project tasks, designating whether hours are billable or non-billable for clear client reporting.

Deploy the Professional Services & Consulting Operational Suite

Click below to open our consultation request with Professional Services & Consulting and recommended apps pre-selected. Our operations team will review your requirements and prepare a detailed deployment roadmap.

Apply This Suite to EnquiryView Other Industries