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Professional Services ERP

The #1 ERP for Professional Services Companies

Professional services firms sell expertise, deliver engagements, and manage utilization — all while maintaining tight control over billing, realization rates, and client relationships. NTS configures Odoo to connect your pipeline to delivery, timesheets to invoices, and practitioners to partners in one platform.

Sales & Proposals Engagement Delivery Utilization Tracking Invoicing & Renewals

Ready-to-deploy configuration

A practical Odoo ERP foundation customized around professional services operations, reporting, approvals, and growth.

Professional Services

Built for real operating models

Every professional services operation needs clear process ownership, connected data, and reliable reporting. NTS starts from this structure so your team does not begin from a blank slate.

TRACK 01

Service Delivery & Resource Operations

For engagement managers, team leads, and practitioners managing client work, timesheets, deliverable quality, and resource allocation across the firm.

Engagement management Utilization tracking Client delivery

TRACK 02

Commercial & Financial Control

For partners, practice directors, and CFOs managing business development pipeline, billing rates, revenue, profitability, and firm-wide financial performance.

Revenue & billing Engagement margins Partner dashboards

Track 01

Service Delivery & Resource Operations Workflow

A complete flow for intake, planning, execution, tracking, and operational improvement.

STEP 01

Engagement Kick-off & Team Setup

Convert won opportunities into live engagements with defined scope, billing model (fixed fee / T&M / retainer), team assignment, deliverable schedule, and client onboarding documentation in one workflow.

STEP 02

Work Planning & Deliverable Management

Build engagement work plans, assign consultants to tasks and deliverables, set review cycles, and manage internal and client approval steps before any deliverable is formally handed over.

STEP 03

Timesheet & Effort Logging

Practitioners log daily hours by engagement and activity code. Timesheets are validated by engagement managers and used simultaneously for billing, cost allocation, and utilization calculations.

STEP 04

Client Communication & Portal Management

Manage client correspondence, share deliverables, collect sign-offs, and handle service requests through a structured portal and helpdesk module — all linked to the engagement record.

STEP 05

Realization Rate & Write-off Tracking

Compare billable hours logged vs. hours invoiced per engagement. Manage approved write-offs, flag low-realization engagements, and report realization trends by practice, client, and individual.

STEP 06

Knowledge & Methodology Repository

Maintain engagement templates, methodology documents, proposal libraries, past project references, and lessons learned in a centralized knowledge base accessible to the full delivery team.

Track 02

Commercial & Financial Control Workflow

A management flow for customer intake, delivery tracking, approvals, billing, accounting, and decisions.

STEP 01

Pipeline & Business Development

Track leads, RFP responses, proposal submissions, win/loss outcomes, and revenue pipeline by service line, practice area, geography, and partner ownership from a single CRM view.

STEP 02

Rate Card & Engagement Pricing

Maintain billing rate cards by role, seniority level, and engagement type. Apply blended rates, client-specific discounts, retainer pricing, and volume structures within defined approval authority.

STEP 03

Engagement Budget & Cost Control

Set revenue targets and staffing cost budgets per engagement. Track actual vs. budget from validated timesheets and approved expenses in real time, with variance alerts before the engagement goes over budget.

STEP 04

Invoicing, Collections & Revenue Tracking

Trigger invoices from milestone completions, retainer billing cycles, or approved timesheet batches. Track outstanding receivables, manage payment collections, and recognize revenue in the correct period.

STEP 05

Expense Submission & Client Recharging

Team members submit expenses with digital receipts for manager approval. Approved costs are automatically allocated to client engagements for recharging or absorbed as internal cost per policy.

STEP 06

Partner & Practice Performance Dashboard

Give partners and leadership real-time visibility over pipeline backlog, active engagement status, utilization by practice, realization rates, invoiced revenue, collection performance, and margin by service line.

Shared Foundation

What every implementation gets from day one

CRM

Customers, opportunities, requests, and follow-up

Projects

Tasks, milestones, responsibility, and delivery

Operations

Approvals, documents, services, and daily workflows

Inventory

Stock, purchasing, warehouses, and usage tracking

Accounting

Invoices, AR/AP, taxes, and financial visibility

Helpdesk

Tickets, SLAs, assignments, and customer service

Dashboards

KPIs, trend reporting, and management control

Mobile Access

Field teams, approvals, and updates on the move

Access Control

Roles, permissions, audit logs, and compliance

Arabic UI

Arabic/English operation with RTL readiness

Why NTS

Why Professional Services companies in Egypt and KSA choose NTS

Odoo is the platform. NTS is the team that makes it work for your operations.

EG / KSA Presence

Regional implementation and support across Egypt and Saudi Arabia.

Odoo Expertise

Certified implementation experience across CRM, operations, finance, and reporting.

Compliance Ready

ETA and ZATCA-ready workflows where required.

Predictable Delivery

Defined scope, timeline, and go-live ownership.

Call to Action

Looking for a similar solution for your business?

Let NTS help you build a more connected professional services operation through ERP, mobile, and digital experience solutions tailored to your industry.

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