Doitify for Professional Services
Run client engagements, track billable time, balance utilization and invoice from one goal-driven project OS.
- Client engagement and project management
- Billable time tracking
- Resource scheduling for utilization
- CRM and project finance
- Utilization and engagement dashboards
A day in the life of Professional Services without the right system
If any of this feels familiar, Doitify was built for you.
Untracked Billable Time
Consultants reconstruct hours at week's end, so invoices lag and utilization is guesswork.
Low Utilization Visibility
Firm leaders cannot see who is available or overbooked across engagements.
Manual Proposals & SOWs
Proposals and SOWs are assembled by hand, slowing the path from lead to engagement.
Missed Client Context
Client history lives in separate inboxes, so teams lose context between engagements.
Invoice Delays
Deliverable approvals and invoicing are disconnected, which delays revenue.
Unclear Deliverables
Deliverable status and sign-off are tracked inconsistently across engagements.
The real problems Professional Services face — and how Doitify solves them
We built Doitify around these exact blockers. Here is what changes.
Late timesheets
Log time per task with time tracking so billing and utilization stay current.
Unclear utilization
Resource management shows availability and load across engagements.
Slow proposals
Use Forms and templates to assemble proposals and SOWs faster.
Lost client context
CRM keeps client and engagement history in one place.
Delayed invoicing
Link deliverable approvals to project finance so invoices follow completed work.
Inconsistent deliverables
Track deliverables with owners, status and approvals in the engagement.
What Doitify gives Professional Services
The same integrated platform, tuned to how you actually work.
Engagement Management
Run client engagements with WBS, Gantt and milestones.
Time Tracking
Log billable time per task and client with time tracking.
Resource Scheduling
Schedule consultants with resource management to balance utilization.
CRM
Manage leads, clients and engagements in CRM so context carries through.
Project Finance
Track engagement income, expenses and invoices with project finance and a summary balance.
Reports & Dashboards
Review utilization and engagement KPIs in reports and dashboards.
How Professional Services achieve results with Doitify
One connected flow from goal to result.
Win the engagement
Track the opportunity in CRM from lead to signed SOW.
Plan delivery
Set up the engagement with WBS, Gantt and milestones.
Staff the team
Assign consultants with resource management for balanced utilization.
Track time
Log billable hours per task and client.
Approve deliverables
Capture deliverable sign-off within the engagement.
Invoice and report
Issue invoices and review utilization and financial reports.
What Professional Services actually get
Not features — results. This is what changes after you switch.
Current billing
Time is logged as work happens, so invoices follow promptly.
Better utilization visibility
Leaders see availability and load across engagements.
Faster proposals
Proposals and SOWs come together from templates and Forms.
Retained context
Client history stays in CRM between engagements.
Faster revenue
Deliverable approvals connect directly to invoicing.
Clear deliverables
Status and sign-off are consistent across engagements.
The Professional Services shift: doing it the hard way vs with Doitify
Same goals, same people — a completely different week.
Reconstructed at week's end
Logged per task and client as work happens
Unknown until review cycles
Visible in resource management across engagements
Assembled manually each time
Built from templates and Forms
Scattered across inboxes
Held in CRM from lead to delivery
Disconnected from delivery
Linked to completed deliverables via project finance
Frequently asked questions about Professional Services
Ready to get started with Professional Services?
Create your first board in minutes — AI planning, coaching and accountability included.