Client relationships, delivery and billing that actually agree with each other
Consultancies and agencies live where sales, delivery and finance meet — a deal that’s mis-billed is a real business risk.
The challenge
Professional services firms often run sales in a CRM, delivery tracking in a project tool, and billing in yet another system — with nothing forcing the three to agree. A scope change discussed with a client doesn’t automatically update what finance bills for, and utilisation/profitability per engagement is reconstructed by hand at month-end, if at all.
Client relationship history is easily lost between the person who sold the engagement and the team delivering it, leading to repeated questions and inconsistent client experience.
How DexVee helps
Sales, delivery context and billing under one account record
Professional services firms typically run on DexVee’s CRM, Helpdesk and Finance modules together — the account that was sold to is the same account being billed and supported, with one shared history.
Full account history
Every interaction — deal history, support tickets, invoices — lives against one account record, so delivery teams inherit full context instead of starting cold.
Accurate engagement billing
Invoices and recurring billing tie back to actual account and contract records, reducing the gap between what was scoped and what gets billed.
Renewal and retainer tracking
Retainer and contract renewals are tracked against expiry with pre-expiry follow-up, so recurring revenue doesn’t quietly lapse at contract end.
Support & delivery tickets
Client requests and delivery issues are tracked with SLAs and full account context, not scattered across email threads.
Role-based access
Client-facing teams see what they need, finance sees billing, and access is controlled without everyone having visibility into everything.
Account-level reporting
See revenue, open tickets and engagement health per client account — the view a client-services lead actually needs before a renewal conversation.
What this looks like in practice
- A delivery team picking up a new client engagement already has the full sales history and prior communication, not a cold start.
- Retainer renewals surface automatically ahead of expiry, instead of being noticed only when a client asks whether they’re still under contract.
- Finance and client-services agree on what’s billed, because both are looking at the same account record.
Frequently asked questions
Finance reporting can be scoped by account/engagement to show revenue and billing history; deeper project-costing (hours-to-margin) depends on your specific workflow — talk to us about your engagement structure during scoping.
Yes — recurring and retainer billing is supported, generating invoices on a defined cycle tied to the underlying contract rather than requiring a manual invoice each period.
Yes — role-based access controls what each team member sees on an account, so a delivery consultant and an account finance contact can have appropriately different visibility.
Ready to see Professional Services in action?
Talk to our team about your specific workflow — no generic demo script, just a conversation about what you actually need.