Professional Services Software: CRM, Projects, Billing
Professional services teams need one place to manage client conversations, work delivery, and billing. NAViCalC connects CRM, Projects, and Billing so the full client lifecycle stays consistent and auditable.
Common challenges
- Leads, proposals, and client records spread across spreadsheets and chat tools
- Work delivery tracked separately from invoicing and collections
- Inconsistent invoice templates, approval steps, and payment follow-ups
- Limited visibility into overdue receivables and client-level profitability signals
How NAViCalC supports professional services
CRM-driven client lifecycle
Track leads, schedule follow-ups, and convert to customers with clean identifiers so invoices and receipts stay tied to the right account.
Project delivery linked to finance
Organize tasks and milestones in Projects, then generate invoices and receipts using standardized templates. For teams that need stronger controls, enable approvals and audit logs for billing changes.
Collections and reminders
Use queued messaging (provider-based) to maintain a consistent follow-up cadence for collections. See the collections workflow concepts in WhatsApp payment reminders.
Typical workflow
- Capture a lead, qualify it, and convert to a customer
- Create a project, assign members, and track milestones
- Create invoices/receipts, collect payments, and record outcomes
- Review receivables, overdue status, and delivery progress in reports
Recommended modules to enable
- CRM for lead-to-customer lifecycle and follow-ups
- Projects for tasks, milestones, and delivery visibility
- Billing & Invoicing for invoices, receipts, and credit notes
- Accounting & Finance for expenses and finance reporting views
- Reporting & Audit for scheduled reports and history
FAQ
Can I keep billing outputs standardized across the team?
Yes. Use templates and role-based access so invoice and receipt formats stay consistent and only approved users can modify critical fields.
Can I connect project work with billing?
Enable Projects and Billing together so delivery milestones and billing events follow a consistent workflow.
How do approvals and audit logs help?
Approvals reduce accidental changes and audit logs make edits traceable across key records when teams scale.