Professional Service businesses of any kind typically have cases-based work. They offer their services on an hourly basis to every client and charge accordingly. It is also quite common to bill a client based on preplanned milestones. For example, instead of hours, services may ask for payment after they have delivered fifty percent of the assigned work. Due to all such reasons, it is crucial for those who offer professional services to monitor the time and the progress of any assignment for clear appraisal.
As a professional service provider, if you are looking for a convenient tool to track the status of a specific case, then Solastis is the right CRM system for you. Even though Solastis CRM doesn’t include a billing module at the moment, it is quite easy to use an external billing software and attach the relevant invoices to the related case in our CRM system.