Professional services
Every client with their project, every service with its invoice
For consultancies, agencies and service firms: a project per client with tasks and owners, a written proposal that becomes a contract, and monthly services that invoice themselves.
A task was just done
Project · Alriyada Co.
Q1 marketing plan
8 tasks · 3 people On time
Late tasks
One
Monthly subscription
EGP 4,500
Next invoice
Issued by itself
Open tasks
Invoice
Does this sound familiar?
Tasks with no owner or dateWork slips and nobody knows where it stopped.
Work done but never invoicedHours and services are lost because nobody billed them.
Subscriptions followed from memoryA monthly renewal the accountant forgets, and payment comes late.
What changes with Intagya ERP
Your account is set up from your sector's template at sign-up
A project per client
Every project with its tasks, owners and dates, in one place the team sees.
Tasks with an owner and a date
Every task has a number, an owner and a deadline, and moving the deadline needs approval.
Written proposals
A quotation with sections, pictures and a payment schedule, turned into a contract in one click.
Subscriptions that invoice themselves
Monthly and yearly services are invoiced ahead of their date, with a reminder to the client.
Support requests
Client requests in one place, each with an owner and a status.
Accounting and payroll
Invoices, expenses and payroll in the same system, with nothing copied between programs.
Projects and tasksBillable servicesAccounting and payroll
A tour of the system
Screens from the system as they will work for you.
Who is it for?
ConsultanciesMarketing and ad agenciesAccounting and law firmsTraining and recruitment firms
A ready website for your business
An Arabic template made for your business, with your company name and contacts, edited by drag and drop. Pick it inside the system whenever you like.
See every template
Start from where you are
I am starting freshSign up and pick your sector, and your account is ready with its apps in minutes.Start your free trial
My data is in ExcelImport customers, products and more from your current files instead of typing them one by one.How to move my data
I want to see it firstTalk to our sales team, and we will show you the system on the way your company works.Contact sales
How to start
Sign up and pick your sectorYour account is ready in minutes, with your sector's apps, accounting and staff.
Add your clients and projectsClients, their projects and tasks, and the services you sell with their prices.
Invite your team and startEach person gets their own rights, and every operation reaches the accounts by itself.
Common questions
Can I follow the tasks of every client?
Yes. Each client has a project with its tasks, and each task has a number, an owner and a deadline; moving the deadline needs approval.
Are monthly services invoiced automatically?
Yes. The subscription invoice is issued ahead of its date, and the firm chooses one invoice per subscription or one per client.
Can I write the proposal in the system?
Yes. A proposal with sections, pictures and a payment schedule goes to the client, and once accepted it becomes a contract.
Is payroll in the same system?
Yes. Accounting, payroll and expenses are part of the services template.
Read before you decide
Intagya ERP, Odoo or Daftra: which system fits my company?
We compared the three systems on their published numbers: price per user, plan limits, e-invoicing, company mail and backup, for a company with five people.
Professional services: every hour of work finds its way to an invoice
A project per client with tasks and stages, services sold by quotation and then invoiced, and helpdesk tickets after delivery.
How do I make sure every small task in my company has an owner and a date?
The Intagya ERP to-do list sorts your work into Today, This week and This month, counts open, overdue and done, and turns a to-do into a project task in one click.
How do I know my team is productive without watching them all day?
You don't need to watch screens to know if your team is productive. Learn to measure outcomes instead: attendance, tasks done on time and dashboards in one ERP system.
How do I turn a quotation into a full written proposal in my company's name?
Write the whole proposal inside the quotation: free sections, prices and payments from the order lines, and a PDF in your identity, with no side file to forget.
How do I know my monthly recurring income and why customers stop?
One report brings together what is active, recurring income and stop reasons, with filters by period, service, plan, duration and status, plus Excel export.
More reading for your business
- How do I turn an accepted proposal into a contract without retyping it?
- How do I send the invoice to a customer ahead of its date automatically?
- Why does my team waste time even though they are busy all day?
- How do I see what customers owe and collect it on time?
- How do I stop losing customer calls in my company?
Try the system on your own business
14 days free with every app, no credit card.
Start your free trial