Pipeline & Onboarding
Connect opportunity, proposal, onboarding, and client setup workflows.
Professional Services ERP
Run Client Delivery With Operational Discipline
An all-in-one operating system for consulting, legal, and accounting firms: client CRM, proposals, contracts, projects, time tracking, invoicing, and expenses on one record from first meeting to paid invoice.
How it runs
From engagement letter to paid invoice.
- 01 / Win
Send the proposal
Estimates and proposals are built from the client record and tracked to acceptance.
- 02 / Engage
Sign the contract
Contract templates become signed client agreements stored with the account.
- 03 / Deliver
Run the project
Milestones, tasks, and logged hours show progress and utilization.
- 04 / Bill
Invoice what was delivered
Invoices draw on the project and time records, with expenses attached.
What PiOne replaces
Quote-to-cash without the tool chain.
One system, one login, one subscription. Every module below shares the same customer, order, and team records, so data moves automatically instead of by export.
Separate software todayInside PiOne
- Client CRMContacts, leads, and client history
- Proposal softwareProposals and estimates with approval
- Contract and e-sign toolContract templates and signed client contracts
- Project management appProjects, milestones, and tasks
- Time tracking appTime tracking linked to projects
- Invoicing and expense softwareInvoices, expenses, taxes, and credit notes
Problems it solves
Where professional services operators lose time today.
01
Sales context is lost during client handoff
02
Delivery and billing workflows are disconnected
03
Capacity is difficult to see across teams
04
Documents and client communication are fragmented
Professional Services modules
What the Professional Services system includes.
Project Delivery
Coordinate milestones, tasks, owners, documents, and service workflows.
Time & Capacity
Give teams visibility into schedules, workload, and delivery commitments.
Billing Workflows
Connect estimates, invoices, payment status, and internal approvals.
Client Workspace
Centralize communications, files, forms, and engagement status.
Delivery Intelligence
Monitor pipeline, utilization context, project health, and receivables workflows.
Built in your language
Terms the Professional Services system is organized around.
- Utilization
- Billable hours as a share of available hours.
- Engagement
- A scoped piece of client work under contract.
- WIP
- Work in progress not yet invoiced.
Who buys it
Built for services firms
For consulting, accounting, legal, advisory, and specialized service organizations managing complex client delivery.
Professional services ERP connects pipeline, resource planning, project delivery, time, billing, documents, and client communication. PiOne creates continuity from commercial opportunity through delivery and account operations.
Best fit
- Consulting and advisory firms
- Accounting, legal, and specialized service organizations
- Multi-team firms managing project and retainer delivery
Before you request a quote
Three things we will ask about your operation.
Commercial continuity
Carry scope, commitments, stakeholders, and approvals from pipeline into delivery.
Capacity visibility
Connect demand, assignments, deadlines, and team workload for planning decisions.
Billing readiness
Align completed work, approvals, time context, and invoicing workflows.
Professional Services questions
Frequently asked questions.
What is professional services ERP?
Professional services ERP connects client acquisition, staffing, delivery, time, billing, and reporting around the economics of project-based work.
How is PiOne different from project management software?
PiOne connects project execution with customer, commercial, capacity, billing, and reporting context rather than managing tasks alone.
Can PiOne support project and retainer work?
Workflows can be configured around recurring retainers, defined projects, approvals, and other service delivery models.
Professional Services ERP
Get a quote for the Professional Services system.
Tell us your locations, team size, and the tools you use today. We will scope which modules replace them and send a quote.