CRM
From lead to engagement
Leads and clients in one CRM, quotes from your own services and rates. Once approved it becomes a project right away.
ERP for professional services
From lead and quote to project, hours, invoices and accounting: Ralect One follows how your firm works.
- CRM
- Quotes
- Projects
- Hours
- Invoices
For a service business, time is the product. Yet leads sit in a CRM, quotes in Word, hours in a time tracker and invoices in an accounting package. Ralect One brings it together: from first contact to paid invoice in one system, set up around your services, rates and way of working.
Sound familiar?
- Leads, quotes, hours and invoices live in four different packages
- At month end, hours get chased down before anything can be invoiced
- Non-billable hours slip away without anyone noticing
- You only learn whether a project was profitable long after it ended
What Ralect One does for professional services
Hours
Hours per project
Everyone logs hours on the right project and service. Billable and non-billable stay apart.
Invoices
Invoicing from hours
Put logged hours and fixed instalments on the invoice in a few clicks. No chasing at month end.
Bookkeeping
Accounting included
Invoices, expense claims and payments flow straight into the books. You see where each project and client stands along the way.
Frequently asked questions
Which service businesses is Ralect One for?
Agencies, consultants and specialists who work on hours or projects and can't fit their way of working into a standard package. Usually from a team of about ten people.
We already have a time tracker and an accounting package. Does everything have to move?
No, it can go step by step. Many businesses start with hours and invoicing and move the accounting over later. Until then we connect what you keep.
Can we bring our clients and running projects?
Yes. We move your contacts, running projects and open items over from your current system for a fixed price. You can also do it yourself with the import feature.
How soon are we working in the system?
The first app is usually live within a few weeks. All custom work is live after about four months on average.
Free personalized demo
Curious how your company runs on one system?
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For SMEs that want to move forward