Consulting

Odoo for Consulting is a complete business management solution designed to help consulting firms manage clients, projects, consultants, documents, timesheets, billing, and daily operations from a single platform.

Odoo ERP for Consulting streamlines project planning, resource allocation, timesheets, document management, and client billing on one platform. BroadTech helps consulting firms track project profitability, cut administrative work, and optimize team utilization.

If your consulting firm relies on spreadsheets, emails, and disconnected applications to manage clients, projects, documents, and consultant activities, you’re limiting efficiency and growth. Odoo brings CRM, Project Management, Documents, Timesheets, Invoicing, Accounting, and other business tools together in one platform, giving your team complete visibility and control. Manage client relationships, plan and track consulting projects, allocate resources, organize documents, monitor billable hours, simplify invoicing, and focus more on delivering valuable insights and successful solutions to your clients.

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Consulting Features

CRM & Lead Management

Manage prospects, opportunities, client communications, and sales activities.

Timesheets

Track billable and non-billable consulting hours by client and project.

Project Management

Organize consulting engagements, tasks, milestones, deadlines, and deliverables.

Expense Management

Record and manage travel, accommodation, and other project-related expenses.

Client Management

Maintain client information, project history, contacts, and communication records.

Quotation & Invoicing

Create proposals and invoices based on fixed fees, milestones, or billable hours.

Task & Milestone Tracking

Track project progress and ensure important deliverables are completed on time.

Customer Portal

Allow clients to access projects, documents, tasks, invoices, and other information.

Employee Planning

Allocate consultants to projects according to availability and required expertise.

Project Profitability Reporting

Compare consulting revenue with employee time and expenses to measure project profitability.

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Other

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