Systems for IT and software services companies
We implement sales, service and billing systems for IT companies, so contracts, tickets, projects and invoices all refer to the same customer record.
What makes it and software services different
IT services companies sell a mix of projects, support contracts and subscriptions. Each has a different rhythm, and the systems that manage them are usually separate, which hides what each customer is worth.
Mixed revenue
Projects, support contracts and licences are tracked in different places.
Support commitments
Service levels in contracts must be measured, not assumed.
Utilisation
Billable time needs recording to understand capacity and profit.
Renewals
Contracts and licences lapse when renewal dates are not tracked.
What we set up
These are the parts of the system that matter most in this sector.
Sales pipeline
Opportunities for projects, contracts and licences in one pipeline.
Service desk
Tickets managed against the service levels in each customer contract.
Projects and time
Delivery tracked by task, with time recorded for billing and utilisation.
Recurring billing and renewals
Contracts invoiced on schedule, with reminders ahead of renewal.
Which platform fits
The right platform depends on the size and shape of your operation. This is how we usually see it.
Zoho
A strong fit: Zoho CRM, Zoho Desk, Zoho Projects and Zoho Books, usually taken together as Zoho One.
Odoo
Suits companies that want projects, timesheets, helpdesk and accounting in one integrated system.
Microsoft
A natural choice for Microsoft partners and firms whose customers run on Microsoft.
Common questions
Can support tickets be linked to customer contracts?
Yes. Each ticket is tied to the customer and contract, with the relevant service level applied.
Can recurring contracts be invoiced automatically?
Yes. Recurring invoices and renewal reminders are a standard part of the setup.
Do you use these systems yourselves?
Yes. We run our own business on the same kind of systems we implement.
Explore further
Customer support in this sector
Projects and delivery in this sector
Sales and CRM in this sector
Contracts, tickets and invoices in separate systems? Talk to us.
Tell us what you sell and how you support it. We will show you how to bring it into one view.