ODOO FOR CONSULTANCY
Manage every client engagement from proposal to invoice.
Connect CRM, proposals, contracts, resources, projects, timesheets, expenses, deliverables and finance in one environment.
Consultancy Operations Center
Live engagement viewDigital Transformation Program
Planned vs Delivered
CRM & Proposals
Qualify opportunities and prepare consistent commercial offers.
Projects & Milestones
Structure engagements, tasks, dependencies and deliverables.
Resources & Timesheets
Plan consultants and capture billable and internal time.
Billing & Profitability
Connect delivery, expenses, invoices, costs and margin.
ONE CONNECTED OPERATING MODEL
Consultancy operations built around the Odoo platform
RQM connects standard Odoo CRM, Sales, Sign, Project, Planning, Timesheets, Expenses, Documents, Invoicing and Accounting. Client, commercial, delivery and financial records can share one operational foundation from first opportunity to final invoice.
CONNECTED ENGAGEMENT FOUNDATION
One connected record for every client engagement
A project and its analytic account can connect the opportunity, quotation, planned resources, tasks, milestones, timesheets, expenses, purchases, invoices and profitability. The exact structure should follow the firm’s services, contract models and management reporting.
- Follow every engagement from qualification through delivery and billing.
- Plan consultants by role, availability, project and sold service.
- Support fixed-price, timesheet, milestone and expense-based billing.
- Give leaders current pipeline, utilization, delivery and margin visibility.
CORE CAPABILITIES
What RQM can configure for consultancy companies
We combine standard Odoo applications around the complete professional-services lifecycle. The solution is configured around your practice areas, approval model, pricing, delivery method, resource structure and accounting requirements.
CRM and Opportunity Qualification
Capture leads, qualify opportunities, schedule activities and maintain a complete client communication history.
CRM · Contacts · Activities · ReportingProposals and Contracts
Build service quotations, commercial terms and optional packages, then route approved agreements for electronic signature.
Sales · Pricelists · Documents · SignProjects and Deliverables
Create projects and tasks from sold services, organize stages, milestones, dependencies, documents and client-facing deliverables.
Project · Tasks · Milestones · DocumentsResource Planning and Timesheets
Allocate consultants by role and project, publish schedules, capture time and monitor billable performance.
Planning · Employees · Timesheets · ProjectsExpenses and Client Rebilling
Submit and approve travel or project expenses, allocate them analytically and reinvoice eligible costs through the sales order.
Expenses · Sales · Analytic Accounting · ApprovalsBilling and Profitability
Invoice fixed services, delivered milestones, approved timesheets or eligible expenses and compare project revenue with costs.
Sales · Project Profitability · Invoicing · AccountingOPPORTUNITY TO INVOICE
A connected client-engagement lifecycle
Qualify
Capture the opportunity, business need, stakeholders, value, probability and next actions.
Propose
Define scope, services, pricing, assumptions, payment terms and commercial approval.
Contract
Finalize approved terms, signatures, purchase-order requirements and project initiation.
Plan
Structure the project, milestones, tasks, roles, capacity, budget and delivery schedule.
Deliver
Complete work, track time and expenses, manage deliverables and communicate progress.
Invoice
Validate delivered value, issue the correct invoice and monitor collection and profitability.
FROM FRAGMENTED TO CONNECTED
What changes with an integrated platform
RQM IMPLEMENTATION APPROACH
Configured around how your consultancy actually works
Map opportunity, proposal, contract, staffing, delivery, timesheet, expense, billing and reporting workflows.
Define the Odoo applications, engagement and analytic model, roles, permissions, rates, integrations and required extensions.
Configure workflows, migrate approved data, test full business scenarios and train each user group.
Support adoption, monitor real usage and introduce further automation in controlled phases.
FREQUENTLY ASKED QUESTIONS
What consultancy leaders usually ask
Can Odoo support fixed-price and time-and-material engagements?
Yes. Standard Odoo supports prepaid or fixed-price services, invoicing based on timesheets and milestone-based invoicing. The service products, sales orders, project links and approval rules must be configured for each commercial model.
Can consultants submit timesheets and expenses?
Yes. Consultants can record time against projects and tasks, while expenses can be submitted, approved, allocated and—when configured—re-invoiced to the customer.
Can we track profitability by client engagement?
Yes. Billable projects can compare revenues with costs such as employee time, purchases and expenses when records are correctly linked to the project and its analytic account. Complex utilization, WIP or revenue-recognition rules may need additional configuration and accounting validation.
Must all consulting processes go live together?
No. A phased rollout can establish CRM, proposals, projects and finance first, then add resource planning, advanced billing, automation and management reporting after the operating foundation is stable.