Today
The challenge
When the pipeline, the project plan, the timesheets and the invoices sit in different tools, hours go unbilled and nobody can say whether a project made money.
Industry
Professional services that bill the hours they work
PALBONGrowth wins the work, PALBONSphere plans it, records the hours and bills them, and PALBONSupport looks after the client afterwards. Cost and billing sit side by side, so every project shows its margin.
With PALBON Suites
One connected flow
PALBONGrowth wins the work, PALBONSphere plans it, records the hours and bills them, and PALBONSupport looks after the client afterwards. Cost and billing sit side by side, so every project shows its margin.
Step by step
How the work moves
Each step happens in the product made for it, on the same record as the step before.
-
1
Win
Leads and deals move through your pipeline, with every email, call and note on one timeline.
PALBONGrowth
-
2
Propose
A won deal becomes a customer and a quotation with its products already filled in.
PALBONSphere
-
3
Plan
Each engagement becomes a project of tasks and dependencies on a Gantt view.
PALBONSphere
-
4
Record
Timesheets capture the hours, costed by activity.
PALBONSphere
-
5
Bill
Invoices are raised from the timesheets you have logged.
PALBONSphere
-
6
Support
Client questions after delivery are tracked against agreed service levels.
PALBONSupport
Capabilities
What it gives you
A forecast from real deals
Deal stages with their own probability add up to the forecast.
Projects and tasks
Tasks, dependencies and a Gantt view for every engagement.
Timesheets that bill
Hours logged against a project become invoice lines, not a spreadsheet.
Profit per project
Activity cost and billing side by side, project by project.
Expenses from the phone
Staff claim expenses on the go, and approved claims post to the accounts.
Support after delivery
Tickets, service levels and a knowledge base for every client.
Products
The products behind it
Complete on their own, connected here.
Customers
PALBONGrowth
Sales, Growth & Analytics
A pipeline your sales team will actually use
- Leads, deals and a visual pipeline
- Emails, calls, notes and tasks on one timeline
- Hand-off from won deal to quotation
Core operations
PALBONSphere
Operations & Supply Chain
Run finance, stock and production from one ledger
- Accounting, buying, selling and stock in one flow
- Manufacturing with bills of materials and work orders
- Projects, assets and multi-company books
People
PALBONPeople
Human Capital & HR
From the first interview to the final payslip
- Recruitment, onboarding and employee records
- Leave, attendance, shifts and rosters
- Payroll and expense claims posted to the books
Customers
PALBONSupport
Client Service & Care
Every customer question answered, on time
- Ticketing with an agent desk and customer portal
- Service-level policies and assignment rules
- Knowledge base and saved replies
FAQ
Questions about this solution
How do hours reach the invoice?
Timesheets logged against a project are billed from the invoice, so the hours charged are the hours recorded.
Can we see whether a project made money?
Yes. The activity cost of the timesheets and the invoices raised for a project are reported together, project by project.
Do we need every product to start?
No. Many firms begin with projects, timesheets and accounting in PALBONSphere, then add PALBONGrowth or PALBONSupport when they are ready.
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See Professional services on your own data
Tell us how you work today. We will walk you through this solution with examples from your own processes.