Complete IT system for service companies
With Odoo you get an integrated platform that streamlines all central processes in your service business: from time registration, planning and task management to invoicing, project management and customer handling. The system ties the organization together, so that both advisors, consultants and administrative staff work from the same updated data.
Odoo for professional services
Service companies that deliver advisory services and expertise – such as accountants, bookkeepers, lawyers, marketing and communications agencies, and consulting firms – typically depend on accurate time tracking, efficient project management, and structured handling of customer tasks and documents.
Without a unified system, planning, invoicing, and follow-up can quickly become time-consuming and lead to errors, lack of overview, and lost billable hours. With Odoo, you get one system that connects all work processes and enables you to standardize and optimize your service delivery.
How Odoo optimizes service delivery
With Odoo, you get a platform that centralizes customer data, tasks, projects, and financials – all with a focus on optimizing your time and resources.
With Odoo, you optimize service delivery by:
Structuring customer and task management in one place
Gather all customer information, cases, documents, and history in an integrated CRM and case management system, so everyone works from the same knowledge base.
Streamlining project and case management
Plan projects and advisory engagements using visual tools such as Kanban, Gantt charts, and timelines, and gain full visibility into both resources and progress.
Automating time tracking and improving invoicing
Log time directly on projects or tasks and automatically generate invoices based on time spent, agreements, or fixed prices.
IImproving collaboration and document management
Share documents, notes, statuses, and updates across teams and disciplines – without relying on external systems.
Enabling more accurate capacity planning
Get an overview of employee availability, workload, and estimated hours, making planning more predictable.
Optimizing finance and reporting
Integrate projects, invoicing, and accounting to gain real-time insight into profitability, costs, and utilization of working hours.
Improving the customer journey with a unified flow
From lead to project to invoice – all steps are connected in one system, ensuring a professional and consistent customer experience.
Odoo apps for service companies
Here are the most important Odoo apps that support professional service companies. You can also read more about all of Odoo's apps here.
Invoicing
Automate invoicing based on hours, milestones, or fixed project agreements.
CRM
Structure leads, customers, and history, and manage the entire sales process from inquiry to agreement.
Documents
Digital document management with version history, sharing, and approval workflows.
Project
Plan, manage, and track projects and cases with full transparency.
Sales
Create professional quotations, manage contracts, and gain full visibility into the sales pipeline.
Timesheets
Log time quickly and accurately and automatically synchronize with invoicing.
Planning
Plan resources, create schedules, manage employee information, and keep track of onboarding, vacation, and absence.
Regnskab
Integrate accounting, attachments, and payments in real time.
Get an Odoo solution for your business
Are you ready to optimize your business processes and digitize your workflow?
Contact us for a non-binding walkthrough of how Odoo can support your advisory or service business.
Benefits of Odoo for service companies
With Odoo, you get a unified system that connects CRM, project management, time tracking, invoicing, and accounting. This creates a seamless flow across the organization, reduces manual processes, and increases profitability per employee.
The integration between all Odoo apps provides a strong data foundation for optimizing capacity, delivering more consistent services, and creating better customer experiences. Through automation and standardized workflows, you can spend less time on administration and more time creating value for your customers.