ERP for IT, Agencies & Professional Services
Turn billable hours into invoices without the admin.
In a service business your product is your team’s time. You win work with proposals, deliver through projects and earn through invoices. Viamione joins those three so a signed proposal becomes a project, logged work becomes an invoice, and you can see profit while the project is still running.
Time, expenses and scope live in different tools, projects overrun silently, and invoicing is a monthly scramble.
Proposals convert to projects with milestones and templates; tracked time and billable expenses flow into invoices, and profitability is visible while there’s still time to act.
Sound familiar?
These are the things business owners in this industry tell us. Here is what changes.
“We finish projects and then argue about what to bill.”
Time and billable expenses are logged against the project and flow straight into the invoice.
“Projects overrun and I only find out at the end.”
Budget versus actual and milestone progress are visible while there is still time to act.
“Every new project starts from a blank page.”
Project templates carry your standard milestones and tasks.
“Retainers and renewals slip through the cracks.”
Recurring subscriptions and contract expiry alerts keep renewals on time.
Your business, before and after
Quotes in Word, no idea who opened them.
Branded proposals with open and accept tracking.
Tasks in chat and spreadsheets.
Milestone boards, assignments and customer-visible tasks.
Month-end scramble to collect hours.
Time and expenses become invoice lines.
Issues lost in e-mail.
Tickets with SLAs and a customer portal.
How work flows in IT, Agencies & Professional Services
- 1
Capture the lead
Enquiries arrive from your website or e-mail and enter the pipeline with their source.
- 2
Send the proposal
Build an itemised proposal, send it as a PDF and see when it is viewed and accepted.
- 3
Sign the contract
Create the agreement from a template, collect the signature and set renewal alerts.
- 4
Deliver the project
Create the project from a template; assign tasks, track time and share progress with the customer.
- 5
Bill and renew
Invoice by milestone or time, and set up a retainer for ongoing work.
Who uses it in your company
Founder / director
Sees the pipeline, project profitability and cash position, and knows which clients and services earn most.
Project manager
Plans milestones, assigns tasks, watches budget against actual and keeps clients informed through visible tasks.
Consultant or developer
Works from a clear list of tasks, logs time quickly and sees how their work contributes to the project.
Finance
Turns time and expenses into invoices, follows payments and keeps renewals and retainers on schedule.
What you get
Proposal → contract → project in a few clicks
Milestone boards, templates and customer-visible tasks
Time-based and milestone-based billing
Retainers and recurring subscriptions
Support desk with SLAs and a customer portal
What you will check every day
Pipeline by stage
Where every deal stands and what it is worth, to forecast the next quarter.
Project budget vs actual
Time and cost against plan, so overruns are caught early.
Billable vs non-billable
How much of your team’s effort turns into revenue.
Renewals due
Contracts and retainers expiring soon, so none lapse by accident.
The modules IT, Agencies & Professional Services teams use most
IT, Agencies & Professional Services: common questions
Can customers see project progress?
Yes. Tasks can be marked customer-visible, and customers can use a portal.
Can I bill by milestone and by hours?
Yes. Both are supported, along with billable expenses.
Is there a help-desk for support work?
Yes. The support module has tickets, SLAs, canned replies and a knowledge base.
Explore more solutions
Run your it, agencies & professional services business on one platform
Book a tailored walkthrough. We map your processes to modules and recommend a plan.