Software for agencies, consultancies and IT services firms
Sales, delivery, support, renewals and client reporting connected end to end, and to your accounts.
Sound familiar?
What we hear most often from services firms leaders before we start.
A client's response reaches one person, and the rest of the team never sees it.
Quick fixes and calls are never logged, so true margins stay unknown.
Domains, licences and support contracts lapse because the date lived in a calendar.
Invoice copies, hours used and renewal dates arrive as email requests.
The system, shaped around your process.
Every engagement starts from what already works, then adds only what your business needs.
- Sales CRM and shared inbox
- Time and project costing
- Support queue by email
- Renewal and subscription tracking
- Branded client portal
- Zoho Books invoicing
- Management reporting
- Phone-friendly team apps
Already in daily use.
Velocity
Won deals become Zoho Books quotes and invoices, with status flowing back to the sales team automatically.
See how it worksKanban
Support effort captured as the team works, so every hour is visible and accounted for.
See how it worksStack
Applications, domains, cloud services and subscriptions in one vault, with reminders before anything lapses.
See how it worksSelect
A client portal for invoices, project hours, managed services and support, with leadership reporting on collections.
See how it worksWe already use Zoho Books. Will this work with it?
Yes. Velocity, Kanban, Stack and Select create quotes, proforma invoices and tax invoices in Zoho Books for the right billing entity, with GST applied, and read payment status back. Nothing is keyed in twice.
We bill from more than one company. Is that supported?
Yes. Each record is billed from the right legal entity, and leadership reporting shows every entity together, with sales between group companies reported separately.
Do we need all four accelerators?
No. Most firms start with the one that matters most, often support and time (Kanban) or renewals (Stack), and add others later. Combined, they share data automatically.
Can our team and clients keep working from email?
Yes. Clients raise and reply to support requests by email exactly as they do today, and replies are threaded into the shared queue automatically.
Will clients see our internal notes, or other clients' data?
No. Each client sees only their own company's information, and internal notes stay internal. Sensitive details such as credentials are revealed only on request.
How long does it take to go live?
Because each accelerator already runs in production, a typical rollout takes a few weeks, most of it spent shaping workflows around your process and bringing across your clients, projects and services.
From spreadsheet to shipped.
Bring us the process that is holding your growth back. We will show you what it takes to fix it, and how fast.