Odoo for Professional Services & Consulting – Projects, Time Tracking and Billing in One Platform
The integrated ERP solution for consultancies, agencies and professional service firms
Consulting and professional service firms fight every day with a lack of transparency over billable hours, manually created proposals without a template system, unclear project profitability and resource conflicts from the absence of centralised planning. Without an integrated system connecting CRM, project management and billing, revenue is lost and projects run over budget.
Odoo connects CRM, proposal creation, project management, time tracking, resource planning and billing in one single platform. Project profitability is visible at any time; billable hours are captured without gaps and converted directly into invoices.
Common Challenges in Professional Services & Consulting
These problems cost consulting firms revenue and profitability every day — Odoo addresses all of them in one integrated platform.
Missing transparency over billable hours
Project time is recorded by email, spreadsheet or notepad and consolidated only at the end of the month. Forgotten hours are never billed; projects exceed budget without anyone noticing.
Resource conflicts from missing central planning
Consultants are double-booked without it being visible. Overload leads to poor delivery quality; spare capacity goes unused because there is no central overview.
Manual proposal creation and long sales cycles
Proposals are created individually in Word; follow-up is done by email. Without a CRM pipeline, sales opportunities cannot be prioritised; follow-ups are forgotten and orders go to competitors.
Infintor at a Glance
260+
Satisfied Clients
440+
Projects Completed
11+
Industries Worldwide
32+
Countries Served
Odoo Features for Professional Services & Consulting
Project management and task tracking
Projects are structured with phases, milestones, tasks and responsibilities. Progress, open tasks and deadlines are transparent to all stakeholders. Gantt view and Kanban board are available as alternatives.
Time tracking and billable hours
Consultants log project hours directly in Odoo — via browser, mobile app or timer. Billable and non-billable hours are tracked separately. Invoices are generated automatically based on logged hours or at a fixed price.
CRM and business development
Sales opportunities are tracked from the first enquiry to the signed contract in a pipeline. Proposals with service packages and hourly rates are sent directly from Odoo; win rates and pipeline value are visible at any time.
Resource planning and capacity management
Consultants and specialists are assigned to projects based on availability and skills. Utilisation and free capacity are visible in a central resource view; overloads are flagged before a project commitment is made.
Proposals and contract management
Proposals are created from templates with configurable service line items. Contract types (fixed price, time and materials, retainer) are all supported. Signed proposals are automatically converted into projects — tasks, phases and resource assignments start immediately.
Project profitability and controlling
Project costs (hours, travel expenses, licences) are compared against the budget in real time. Contribution margin per project and per client is available at the click of a button. Early-warning indicators flag impending budget overruns.
Professional services sectors we serve
- Management & Strategy Consulting
- IT Consulting & Systems Integration
- Audit, Tax & Accounting Firms
- Law Firms & Legal Services
- Marketing & Communications Agencies
- Engineering & Technical Consulting
- Finance & Investment Advisory
- Architecture & Planning Offices
- Research & Development Services
- B2B Coaching & Training
Why Odoo for Professional Services
Full integration
Odoo for Professional Services uses the native connection of all Odoo modules in a single database — no separate interfaces, no manual data exchange between systems.
Modular roll-out
Companies start with the modules they need immediately and expand functionality step by step — without a system change or data migration.
Scalability
Whether a growing SME or a mid-sized enterprise — Odoo for Professional Services scales with requirements without replacing the platform.
Local and international compliance
Country-specific tax rules, accounting standards and legal requirements are pre-configured and updated regularly.
Our Implementation Methodology
01
Requirement Gathering
We begin by understanding your business processes, operational challenges, and growth objectives in detail — before a single line of configuration is written.
02
Solution Design & Planning
Based on the gathered insights, we design a tailored Odoo ERP architecture that matches your exact requirements.
03
Customization & Development
We modify existing modules and develop new features, integrating third-party applications seamlessly into your Odoo environment.
04
Data Migration & Configuration
We carefully migrate your master and transactional data from legacy systems. Complete data integrity and system configuration are guaranteed.
05
Testing & Deployment
Functional testing, user acceptance testing, and performance checks ensure a smooth go-live with no surprises.
06
Training & Ongoing Support
We train your team and remain your reliable support partner well beyond go-live — for the long term, not just the launch.
Frequently Asked Questions
How do consultants log their project hours in Odoo?
Hours can be logged via the Odoo web interface, the mobile app or an on-screen timer directly in the project or task. A weekly timesheet view and automatic reminders support complete hour capture.
Can Odoo bill both fixed-price and time-and-materials projects?
Yes. Both contract models — as well as milestone-based billing and retainer models — are configurable in Odoo. The billing method is set per project contract.
How does Odoo visualise individual consultant utilisation?
The resource view shows planned and actual utilisation per consultant across the planning horizon. Free capacity is visible at a glance; overloads are highlighted in colour.
Ready to run your consulting firm more profitably with Odoo?
Our Odoo consultants guide you from the initial conversation to a successful go-live — and beyond.
Request a free consultation