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A CRM for service companies that run projects and support requests side by side.

Requests with a status and an owner, projects with team assignments, and invoicing linked to your ERP, in the same system, for technical teams that need both.

Three areas, one system.

Requests with priority

Every request has a status, from “Open” to “Urgent”, or “Awaiting client reply” when it’s waiting on the client, and an owner.

Projects with team assignments

Gantt charts, deadlines and time logged per project, assigned to a specific member of the team.

Invoicing linked to your ERP

Invoices, payments and client balances synced automatically from your ERP.

The same ticket, the same project and the same invoice all live under the same client, not in three separate tools. For a technical company running development projects AND maintenance contracts in parallel, that means nobody has to open a second tool to see whether a client owes money, whether one of their tickets is pending, or whether their project is close to its deadline.

Work with an estimate first, when you need it.

Every request can start right away, or go through cost approval first. The choice is made when the request is created.

Aspect Direct request Estimate first
Work starts Right away After client approval
Statuses in between - “Awaiting estimate” → “Awaiting client approval”
Can an employee skip it? - No; the rule is enforced by the system itself
What the client does Follows the progress Approves or rejects the estimate

Whatever you build, in the same system as your invoicing.

Project type (examples)

  • Eshop
  • Brochure website
  • Custom
  • Mobile App
  • Support

A support contract keeps its own hour balance.

Recalculated every day
A contract’s balance isn’t a static number. It is recalculated daily from the actual billable time logged on its tickets.
Hosting renewal reminder
Fifteen days before a hosting contract expires, an email goes out to the client automatically with the payment details, so there’s no manual reminder calendar to keep.

Contract type

  • Support
  • Hosting
  • Hosting & Updates
  • Monthly
  • Annual

Client credentials don’t live in a shared spreadsheet.

Websites, hosting, domains, third-party services: every client has their own password vault inside their portal, with title, URL, username and encrypted password, visible only to people with explicit access. The client adds, edits or deletes entries on their own, so they don’t have to email you their domain password for you to remember it, and the next technician who picks up the ticket doesn’t dig through old messages to find a username.

Which project is at risk, which person is overloaded.

Every active project has a schedule status, calculated from the hours estimated against the hours actually logged, and every team member has their own workload status, from light to overloaded. That matters most when the same technicians handle projects AND support requests together, and a new assignment shouldn’t be made blind: the person in charge sees who has room before assigning the next urgent ticket, instead of asking around one by one.

A client who goes quiet doesn’t go unnoticed.

A client with an active project and no communication for 30 days, or with an active contract and no contact for 20 days, is flagged automatically in a weekly report, before they have to ask “what happened with my site?” or, worse, don’t ask at all and simply leave. In a technical company with dozens of maintenance contracts at once, nobody can keep track of which client has gone silent.

FAQ for technical service companies.

Does the hour balance of a support contract update by itself?

Yes, every day. It is recalculated from the actual billable time logged on the contract’s tickets, not by subtracting hours by hand.

Where do we keep a client’s credentials: domain, hosting, third-party services?

In the password vault of their portal, encrypted and visible only to people with explicit access, not in a shared file.

Can I see which member of the technical team is overloaded?

Yes. Every member has a workload status, from light to overloaded, calculated from the hours they have taken on in active projects.

Next step

Let’s design your CRM.

30 minutes. We show you the platform, listen to how your team works, and send a tailored proposal within a few days.