Complete IT system for consultants & consulting firms
Consulting firms often work with complex client engagements, multiple parallel projects, and high demands for structure, transparency, and efficient use of time and resources. At the same time, consulting businesses are typically characterized by varying delivery types, changing teams, and a mix of ongoing agreements and clearly defined projects.
Many consulting firms today rely on multiple tools for CRM, project management, time tracking, invoicing, and reporting. This results in fragmented workflows, manual processes, and a lack of data consistency.
With Odoo, you get one integrated system that brings the entire consulting business together on a single platform – from customer management and projects to time tracking, invoicing, and financials. This provides better visibility, fewer errors, and a stronger foundation for running and scaling your business.
Odoo for consulting firms
Odoo is an integrated business platform that brings together all core processes in a consulting firm’s internal operations. The platform covers CRM, project management, time tracking, invoicing, document management, and reporting – all built on a single shared database.
This means data is updated in real time and shared across functions without manual transfers or double entry. For consulting firms, this creates a clear connection between customer data, projects, time consumption, and financials, ensuring everyone works from the same up-to-date foundation.
In practice, this allows you to:
- manage client engagements and projects in one unified system
- create structure for both ongoing agreements and standalone projects
- gain visibility into resources, capacity, and time usage
- invoice accurately based on agreements, hours, or milestones
- track profitability and performance across projects and clients
This holistic approach is especially important in consulting firms, where time and expertise are the primary resources.
Consulting firms with different specializations – but similar workflows
Consulting firms span many disciplines, yet their workflows are often very similar across specializations. This applies to IT consultants, digital transformation consultants, HR and recruitment consultants, sustainability and ESG consultants, as well as marketing consultants.
What these firms have in common is that their business is knowledge- and time-based, structured around projects, tasks, and engagements. They typically work with multiple clients at the same time, varying delivery types, and teams that need to be coordinated across projects.
Regardless of specialization, the same needs arise for visibility into clients, projects, resources, time consumption, and financials – and for consolidating these processes into one system instead of many disconnected tools.
Consequences of using multiple business systems
When a consulting firm’s operations are spread across many separate systems, challenges often arise and grow as the business scales:
- Manual workflows and double entry
Data frequently has to be moved manually between systems, which is time-consuming and increases the risk of errors. - Lack of connection between projects, time, and financials
It becomes difficult to understand the full relationship between delivery, effort, and invoicing. - Limited visibility into resources and capacity
Planning becomes reactive rather than predictable. - Heavy reporting and follow-up
Management insight often requires manual data extraction and consolidation.
The result is wasted time, reduced scalability, and less transparency across the business.
How Odoo supports consultants’ work
Odoo acts as the central platform for a consulting firm’s internal operations. All relevant apps work together on a single shared database, so data is automatically shared in real time between CRM, projects, time tracking, invoicing, and reporting:
Odoo CRM provides a structured overview of customers, contacts, agreements, and history. The CRM is used as an internal working tool to:
- document communication, meetings, and agreements
- create tasks and follow-ups
- ensure that knowledge about customers and projects is stored in one place
CRM is integrated with project management and financials, allowing customer data to be reused across the system.
With Odoo Project, you can plan and manage both large projects and smaller tasks. Visual views such as Kanban, calendar, and Gantt provide clear visibility into status, deadlines, and responsibilities.
Project data is shared with time tracking and invoicing, ensuring that tasks, hours, and financials are connected without manual handling.
Odoo provides visibility into who is working on what – and when. This makes it easier to distribute work, avoid bottlenecks, and plan capacity across teams and projects.
With Odoo Timesheets, consultants can log time directly on projects and tasks. This provides:
- insight into time usage and resource utilization
- a foundation for invoicing, where relevant
- indsight into project profitability
Because time tracking is integrated with projects and financials, data remains consistent and reliable.
Odoo supports invoicing based on hours, fixed prices, or milestones. When invoicing is integrated with projects and time tracking, invoices can be generated based on actual work performed – without manual intermediate steps.
Dashboards and reports provide insight into projects, resource usage, revenue, and key metrics. Management gains access to real-time data and a stronger foundation for decision-making and prioritization.
Benefits of consolidating the consulting business into one system
When Odoo is used as a unified platform, you gain:
A single, shared data foundation across the entire business
Less administration and fewer manual processes
Better insights into projects, resources, and financials
More standardized workflows
A scalable solution that grows with your business
Why choose itpilot as your Odoo partner?
itpilot is a certified Odoo partner with experience working with consulting firms and professional service companies. We use Odoo in our own daily operations, giving us practical insight into how the system works in real-life workflows.
We support you with consulting, implementation, configuration, onboarding, and ongoing support, ensuring that Odoo is tailored to your business – both technically and process-wise.
Get an Odoo solution for your consulting firm
Do you want to bring your customers, projects, resources, and financials together in one system and gain better day-to-day visibility?
Get a non-binding conversation about Odoo and learn how itpilot can help you get started.
