Professional Services

Client management, project tracking, and operations platform for consulting and software firms.

92%

client retention rate (up from 75%)

days invoice collection (down from 45)

92%

on-time project delivery rate

NPS score (up from 35)

Core Industry Challenges

Professional services churn rates (15-20% annually) exceed general industry baselines. Losing a single client often represents 10-20% revenue impact.

Email + spreadsheets + Asana + Slack: 3+ systems, data fragmentation. Teams spend 15-20% of time firefighting.

Consultants often skip time tracking. Hour estimates fall short of reality, creating margin loss.

Post-project, client engagement typically ceases. NPS scores hover in the 20-40 range (enterprise expectation: 60+).

Salesvex Professional Services Solution

From client portal to invoice automation, time tracking to client management — operational excellence on a single platform.

White-label client portal for project transparency and self-service client experience.

Critical path analysis, template-based project management, and automated status reporting.

Timesheet to automatic invoice: eliminate payment delays and margin loss.

Sustain organic growth with client management, churn prediction, and referral program.

3-6 month horizon shows net operational efficiency +30-40%. Platform cost recovered in 2-3 months.

Portal, tracking, and notifications drive client satisfaction. Satisfied clients become the source of organic growth.

Margin visibility by project and team. Collections cycle improves 150% through dunning automation.

10 consultants → 50 consultants: system functionality unchanged. New office: template replicate → days, not months.