[Demo] CRM

[Demo] AlphaTech Consulting

Project and billing management for a tech consultancy.

AlphaTech provides IT consulting and struggled to track billable hours accurately.

Challenge

Manual timesheets and disconnected invoicing led to revenue leakage.

Deployed solution

Odoo.sh with CRM, Project, Timesheets and Accounting — from lead to invoice in a single flow.

Results

Billable hour capture improved by 18%. Invoice disputes dropped to near zero.

Conclusion

AlphaTech Consulting eliminated the gap between time spent and time billed. Consultants now log hours directly on tasks, and invoices are generated with a single click — no more spreadsheets, no more disputes.

Project Stages

2023-03-01

Kickoff

Business model and billing logic analysed. Project types and timesheet policies defined.

2023-04-15

Design

CRM pipeline, project templates and invoice rules designed with partners.

2023-05-15

Configuration

Odoo.sh configured. Timesheet and invoicing rules set for all engagement types.

2023-07-15

Training & UAT

All consultants trained on timesheet entry. Billing cycle tested end-to-end.

2023-09-01

Go-live

Go-live at the start of Q4 to align with billing cycle.

"We recovered revenue we didn't even know we were losing."

Managing Partner, AlphaTech