The solution is created using Simbioz EMS on the Odoo Community/Enterprise Edition platform
Main functional features
Customer management
The system tracks all customer interactions, including phone calls, emails, and meetings, providing a complete overview of the relationship lifecycle
Project management
Consultants can define key project milestones to track progress against key deliverables and schedules, ensuring that project deadlines are met
Planning and resource allocation
Workload management functions provide information about the workload of consultants, allowing for a balanced distribution of tasks and preventing burnout or overloading of resources
Time and expense tracking
Tracking project and client-related expenses, such as travel, lodging, and other reimbursable expenses, is critical to accurately billing clients and managing project costs
Invoicing and financial management
The system allows you to create professionally designed and customizable invoices based on billable time, project fees, and tracked expenses
Reporting and analytics
Customizable dashboards provide real-time visibility into key performance indicators (KPIs)
Knowledge and document management
A centralized document repository allows consulting firms to store and organize all project-related documents, templates, methodologies, and other knowledge assets in a secure and easily accessible location
Integration with other systems
Open APIs allow consulting firms to connect automation solutions to other business-critical applications, creating a single software ecosystem
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