IT firm with time tracking and helpdesk on a single platform
Projects with milestones, time tracking for billing, helpdesk for client support, retainers with recurring invoicing, and team learning.
Common pain points in this segment
- Toggl + Jira + Slack + invoices in Excel
- Clients keep asking for status
- Retainers invoiced manually each month
- Developer turnover means we lose know-how
Recommended module mix for your segment
These are the modules we recommend for this segment. We'll fine-tune them for your specific business during implementation.
Projects
Project with tasks (Kanban / Gantt), team, deadlines, and billing.
Open moduleHelpdesk
Helpdesk for client support with SLA.
Open moduleCRM
CRM with clients, contracts, and a sales pipeline.
Open moduleFinance
Time tracking with a billing rate per role.
Open moduleTraining
Library of internal training and onboarding.
Open moduleDocuments
Documentation, ADRs, runbooks.
Open moduleReporting
Team utilisation and project margins.
Open moduleHow it works in practice
Fixed-price project
Sales signs the project — the system converts it into a project with a budget.
Helpdesk support
Client sends an email — a ticket is created and assigned automatically.
Typical integrations for this segment
- GitHub
- GitLab
- Slack
- MS Teams
- Sentry
- Datadog
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