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Service Operation
Track project health, budgets, and profitability in real time
- Plan resources with full visibility into capacity and availability
- Automate time tracking, invoicing, and revenue forecasting
Built for Operational Excellence in Professional Services
One system from sales to delivery to invoicing
Replace spreadsheets and disconnected tools
Centralize budgets, capacity, project data, and communications
Get accurate insights across the entire business
Balance workloads across teams and roles
- Plan around vacations, sick days, and time off
- Use placeholders to create scenarios for hiring
- Filter resources by team, skill or seniority with custom fields
- Real-time progress tracking for efficient deadline management
- Keep both internal teams and clients aligned with real-time updates and centralized communication
- Save valuable time with the help of automation and AI
- Build detailed budgets for time & materials, fixed-fee, or retainers
- See profit margins and remaining billable amounts as hours are tracked
- Compare planned vs. actual costs, instantly
Keep track of key metrics per consultant:
- Set your sales funnel up in stages
- Get accurate revenue forecasts
- Win deals and turn them into projects
Billable Utilization
Check past billable utilization by month, person, team or project.
Profitability by Client
Get a full overview of your profitability by client, in real time.
Budget Usage
Get better at budgeting with real-time budget usage reports.
Time Entries
Check worked time vs. billable time and compare it with costs.
Forecasted Revenue
Zoom in on projected sales revenue and forecast revenue by client.
Forecasted Utilization
Look into forecasted utilization and profitability by month.
Integrate Tools and Reduce Manual Work
Integrate with the rest of your business tools like Xero, JIRA, Slack, or QuickBooks.
Slack
QuickBooks
Hubspot
Google Cal
Zapier
Xero
Sage
ExactSlackQuickBooksHubspotGoogle Cal
Visma
Fortnox
Twinfield
CPP
BreatheHR
BambooHR
CharlieHR
Personio
Rippling
HiBobVismaFortnoxTwinfieldGet Started In Minutes
Effortless Onboarding
An intuitive user interface for quick familiarization
Bring Your Data Along
Easy data migration from other tools
Answers at Every Step
Dedicated customer support for all your questions
Book a Personalized Demo
In 30 minutes you’ll get to:
Leverage our expertise – with 2,000+ agency customers, we know your pain points
See how Productive can work for your use case – no clicking around for weeks
Ask questions – and get answers on the spot
