CRM & Leads
Track inquiries, follow-ups, proposals, customers and deal stages in one place.
Designed for real business users
Owners get visibility. Teams get faster workflows. Accounts get cleaner data.
Services ERP
Professional services software forclients, projects and billing
Manage leads, client work, tasks, timesheets, invoices, expenses and profitability for your service business.
CRM
lead tracking
Tasks
project control
Time
billable hours
Reports
profit clarity
Common Gaps
What usually slows professional services teams down
Lead, proposal and customer records
Project, task and milestone tracking
Timesheet and billable hour capture
What Changes
A cleaner operating rhythm from day one
CRM & Leads becomes visible, trackable and easier to improve.
Project & Task Tracking becomes visible, trackable and easier to improve.
Timesheets becomes visible, trackable and easier to improve.
Professional Services Features
Everything your professional services business needs
Automate daily operations with billing, inventory, customer, purchase and reporting workflows built around your industry.
Project & Task Tracking
Assign tasks, monitor deadlines and keep client work moving smoothly.
Timesheets
Capture billable time, internal work and team utilization for accurate invoices.
Service Billing
Generate invoices for retainers, milestones, hourly work and recurring services.
Expense Control
Record project expenses, reimbursements, vendor bills and client recoveries.
Profit Reports
Analyze revenue, outstanding, project profitability and team performance.
Daily Operations
Run professional services workflows from one place
Reduce duplicate work and give every team a single source of truth.
01
Lead to Client
Move prospects from enquiry to proposal, onboarding and active project.
02
Delivery Management
Track tasks, deadlines, documents, approvals and service milestones.
03
Billing & Collections
Connect work progress, invoices, payments and customer outstanding.
Control Center
Turn service work into measurable business performance
Professional service firms need visibility into clients, work, time and collections. The platform keeps delivery and finance aligned.
One dashboard, fewer surprises
Track the numbers that matter before small misses become expensive problems.
Lead, proposal and customer records
Project, task and milestone tracking
Timesheet and billable hour capture
Recurring, milestone and hourly invoices
Expense and reimbursement tracking
Outstanding, revenue and profit reports
Implementation
A rollout that respects your daily business
We plan implementation around users, data and real operating pressure so your team can keep working while systems improve.
Map
Document current billing, inventory, purchase and reporting workflows.
Configure
Set masters, user roles, numbering, taxes, reports and approvals.
Launch
Train teams, migrate key data and support live operations after rollout.
Ideal For
Built for professional services teams of every size
Start with the workflows you need today and scale as your business grows.
Consultants
Agencies
CA firms
IT service firms
Architects
Legal offices
Marketing teams
Business advisors
FAQs
Professional Services software questions
Answers to the questions teams usually ask before planning implementation.
Can service businesses manage projects?
Yes. Projects, tasks, milestones, deadlines and client work can be tracked.
Does it support timesheet billing?
Yes. Teams can capture billable hours and use them for invoicing and profitability reports.
Can leads and clients be managed?
Yes. CRM-style lead, customer, follow-up and proposal tracking is included.
Can recurring invoices be generated?
Yes. Retainer, milestone, hourly and recurring service invoices can be handled.
Free Demo
Book your professional services software demo today
See how Mark Software helps your team improve billing speed, operational visibility and profitability.