Consulting firms work with knowledge, people, and time. Employees work on various assignments, record their hours on projects, and those hours must then be correctly invoiced. Meanwhile, you want to maintain insight into planning, project costs, and margins.
With Odoo, you bring these processes together in one system.
From acquisition to delivery:
With Odoo, you manage the entire process from one environment:
- CRM: Manage leads, prospects, email integration, and customer relationships.
- Professional quotes: Create quotes for consulting assignments and projects.
- Projecten: richt voor iedere opdracht een project in en houd de voortgang bij.
- Planning: Plan tasks on projects and assign consultants to them.
- Urenregistratie: medewerkers boeken hun uren direct op het juiste project of de juiste taak.
- Documents: Store all incoming and outgoing documents in one central, digital location so that no one has to search through separate folders or physical archives.
- Facturatie: factureer op basis van gewerkte uren, een vaste prijs of gemaakte afspraken.
- Boekhouding: verwerk facturen en financiële gegevens direct in Odoo.
This prevents information from being scattered across different systems, Excel files, and separate time registrations.
Control over consulting hours and projects
For consulting firms, hours are often directly linked to revenue. Therefore, reliable time tracking is essential.
In Odoo, you can see which hours have been recorded on a project and compare them with the estimated hours. This gives you insight into the progress and profitability of an assignment.
Even when consultants work on multiple projects at the same time, you maintain an overview of the available capacity and planning.
From time tracking to invoice
An important advantage of Odoo is that time tracking and invoicing can be connected.
Are the hours recorded and approved? Then they can be directly included in the invoicing. You can work with different invoicing models, for example:
- Invoicing based on hours worked (cost-plus);
- vaste projectprijzen;
- Advances or installments;
- periodieke facturatie;
- Combinations of fixed amounts and additional work (NC).
This way, you don't have to search for hours afterwards from different systems.
Insight into project margin
Not only revenue is important. You want to know what a consultancy project actually yields. Odoo provides insight into among other things:
budgeted hours → actual hours → costs → revenue → margin
This way, you can quickly see when a project takes more time than planned and you can adjust in time.
Odoo for consultancy firms
Odoo is therefore more than just a CRM or accounting package. CRM, sales, projects, planning, time tracking, invoicing, and accounting work together within one platform.
For consultancy firms, this means: fewer separate administrative tasks and more control over projects, hours, and returns. Additionally, you can use Odoo much more broadly within your organization. You have access to all necessary apps within one integrated platform. Think for example of your own website, helpdesk, events, recruitment & selection, leave and absenteeism, expense claims, email marketing, and much more. This way, Odoo easily grows with your organization.
Implementing Odoo for your consultancy firm?
dooIT helps Dutch companies with the implementation and setup of Odoo. We not only look at the software, but especially at the way your organization works.
Curious how Odoo can work for your consultancy firm? Request a no-obligation customized demo today. We tailor the demo specifically for your organization, so you can see right away how Odoo looks and how it fits with your processes.
