Client & Project CRM
Retainers, projects and hours that actually get billed
16 modules, 68+ screens
Built around how professional services actually work — not a generic CRM with the labels changed.
Leads
Business dev- New
- Discovery
- Proposal sent
- Negotiating
- Won
- Lost
Proposals
Business dev- Draft
- Sent
- Under review
- Accepted
- Rejected
Clients
Delivery- Active
- Retainer
- Project based
- Dormant
- Former
Projects
Delivery- Planning
- In progress
- Review
- Delivered
- On hold
- Overdue
Tasks
Delivery- My tasks
- Team
- Due today
- Overdue
- Completed
Timesheets
Delivery- Today
- This week
- Unbilled
- Billed
- By person
Deliverables
Delivery- Pending
- For approval
- Approved
- Revisions
Retainers
Money- Active
- Renewal due
- Expired
- Usage vs cap
Invoices
Money- Draft
- Sent
- Paid
- Overdue
- Written off
Project expenses
Money- Billable
- Non-billable
- Reimbursed
- Pending
Team
Firm- Members
- Capacity
- Utilisation
- Leave
Project profitability
Firm- By project
- By client
- By service
- Loss making
Reports
InsightsSettings
Configure- Firm
- Services
- Billing rates
- Project stages
- Templates
Users & roles
Configure- Users
- Roles
- Permissions
- Activity
Also possible on request
Most systems we ship include two or three things unique to that business. Tell us how you work and we build it that way.
- Client portal for approvals and files
- Automatic retainer renewal reminders
- Time tracking from a desktop or mobile timer
- Profitability alert when a project goes over budget
- Recurring invoices for retainer clients
- Urdu interface alongside English
- WhatsApp Business API — automatic alerts and replies
- Multi-branch and multi-city setup
- Android and iOS mobile app
Questions about Client & Project CRM
Retainers, projects and hours that actually get billed It is built specifically for professional services businesses in Pakistan rather than adapted from a generic CRM, so the system tracks clients using the same terms your team already uses. It covers 16 modules including Dashboard, Leads, Proposals, Clients, Projects, Tasks.
Scope varies enough between a single-branch operation and a multi-location one that any published figure would be wrong for someone, so we quote per requirement rather than listing a price. Tell us your team size and how many active clients on WhatsApp at +92 339 356 0141 and our sales team will send a fixed quote. You can click through the full working demo first, with no call required.
Yes. The live demo on this page is the real interface with every module, tab, filter and form working on sample Pakistani data — not screenshots. Open any client record, run a report, change a status. Nothing is locked behind a sales call.
Yes, and most clients need some of it. The modules, fields, user roles, approval steps and reports are all configurable, and we can add screens specific to your operation. Work happens, the client is happy, and then the invoice is short because nobody logged the extra rounds. Retainers renew silently or lapse without anyone noticing. If your process differs from the demo, that difference is what the first call is for.
Yes. It installs as an app on Android and iPhone straight from the browser with no app-store download, and it is built for 3G and mid-range Android because that is what most professional services staff in Pakistan actually carry. Whoever is out of the office — consultants at a client site — works from a phone on the same live data the office desktop sees.
Full source-code ownership transfers to you on final payment, written into the contract, and every client record is yours to export at any time. You are never locked into us for hosting or future changes. Training and handover for your professional services team are included so you can run it without us.
We give you a dated schedule before starting rather than an estimate, with clickable progress every week. Timeline depends on how many modules you need and whether we are migrating existing clients from spreadsheets or another system — migration is usually the part worth planning properly.