Projects
Job structures with cost codes, budgets, and progress billing.
Industries
Professional Services
Consultancies and agencies bill time, projects, and retainers accurately.
Services Overview
Search…Live
Clients
64
+12.4%
Utilization
81%
+8.1%
Billings
₹9.4L
+1.2%
Retainer
22
+4.6%
Billable Hours
Practice
- Advisory36%
- Implement30%
- Support20%
- Training14%
Engagements
- Apex retainerBillable
- Helix78%
- Timesheets5 due
- Invoices12
Utilization
Workspace
Mobile workspace
Active
128
Tasks
36
Alerts
4
Trend
Recent
- TodayOn track
- Approvals3 pending
- SyncLive
Product screens
Professional Services — laptop & mobile workspace
Desktop shows a live professional services ERP workspace; the phone shows the professional services mobile view.
Laptop · professional-servicesPhone · professional-services
Services Overview
Search…Live
Clients
64
+12.4%
Utilization
81%
+8.1%
Billings
₹9.4L
+1.2%
Retainer
22
+4.6%
Billable Hours
Practice
- Advisory36%
- Implement30%
- Support20%
- Training14%
Engagements
- Apex retainerBillable
- Helix78%
- Timesheets5 due
- Invoices12
Utilization
professional services
Projects Overview
Search…Live
Active
14
+12.4%
Billable hrs
1,240
+8.1%
Margin
38%
+1.2%
At risk
2
+4.6%
Delivery Trend
Portfolio
- ERP36%
- POS28%
- Billing22%
- Other14%
Milestones
- ERP Phase 268%
- Retail Pilot42%
- Hospital91%
- School SIS55%
Utilization
projects
CRM Overview
Search…Live
Leads
142
+12.4%
Qualified
38
+8.1%
Win rate
32%
+1.2%
Follow-ups
16
+4.6%
Lead Inflow
Sources
- Web38%
- Referral27%
- Events20%
- Partners15%
Hot Accounts
- SummitToday
- GreenFieldThu
- Orbit LtdFri
- HelixNext
Activities
crm
- 1
Configure workspace
- 2
Enable Professional Services
- 3
Import master data
- 4
Go live with team
Capabilities
Core workflows included with this product — ready for multi-tenant configuration.
Timesheets
Billable and non-billable time against projects with approval paths.
Billing
Milestone and time-and-materials billing linked to delivery evidence.
CRM
CRM configured for multi-tenant operations — clear controls, auditability, and rollout-ready defaults.
Key benefits
- Utilization
- Profitability
- Client portals
FAQs
How quickly can we deploy Professional Services?
Most teams start with a guided trial workspace. Module rollout depends on data migration scope and user training.
Is this included in all plans?
Core capabilities are available on Growth and Enterprise. Contact sales for module bundles and industry packs.
Start your 15-day free trial
Bring your business operations together with Safeltra ERP. Full access for 15 days — no payment method required to start. When the trial ends, choose a plan or stop using the workspace.
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