MakeMyCEO - Professional Services

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MakeMyCEO for Professional Services Businesses

A Unified System to Run, Scale, and Monetize Your Services Business

Professional service businesses thrive on clarity — clear clients, clear projects, clear billing, and clear delivery. A modern services-focused ERP platform brings all of this together into one integrated system, helping consulting firms, IT services companies, agencies, and solution providers operate with control and confidence.

From lead acquisition to project delivery and recurring billing, this system becomes the operational backbone of your services organization.

Stay on Top of Projects, Tasks & Deadlines

Manage multiple clients and projects effortlessly with real-time project tracking and task management.

Monitor progress, assign responsibilities, track billable and non-billable hours, and receive automated deadline reminders to ensure nothing slips through the cracks. With clear visibility into project timelines and workloads, teams stay aligned, productive, and accountable.

Seamless Client & Case Management

Build stronger client relationships with a centralized client management system.

Store client profiles, engagement history, case records, contracts, and documents in one place. This ensures smooth collaboration across teams, organized data access, and consistent communication — especially critical when managing long-term or recurring client engagements.

Automated Invoicing & Payment Tracking

Eliminate manual billing and payment follow-ups with automated invoicing and finance workflows.

Generate invoices based on projects, milestones, retainers, or subscriptions. Track payments, send overdue reminders automatically, and manage multi-currency billing with tax compliance built in. This ensures steady cash flow and reduces financial friction.

Expense & Reimbursement Tracking Made Simple

Gain full visibility into business expenses with an integrated expense management system.

Employees can log expenses easily, managers can review and approve reimbursements, and finance teams can maintain accurate, transparent records. Categorized expense tracking ensures better cost control and cleaner accounting.

Integrated Lead & Opportunity Management

Never miss a potential client again.

All business inquiries from websites, emails, and other sources are captured into a central CRM system automatically. Sales teams can manage leads, convert them into opportunities, track deal stages, and collaborate efficiently.

Website contact forms can auto-create leads, and connected sales inboxes ensure conversations are logged without manual effort — giving complete visibility into your sales pipeline.

Effortless Timesheet Tracking & Billing

For service teams working on billable hours, timesheet tracking is seamless and accurate.

Employees can log time against projects and tasks with activity-level detail. Define hourly rates, create timesheet-based salary structures, and run separate payroll cycles if needed. This ensures fair payouts, accurate billing, and clear profitability tracking.

Project-Level Dashboards & Performance Reports

Make smarter decisions with real-time dashboards and advanced reports.

Track:

Project profitability
Client-wise revenue
Resource utilization
Cost vs billing performance

Customizable reports provide deep insight into financial health and operational efficiency, helping leadership optimize delivery models and scale sustainably.

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