Professional services
Proposals, meetings and collections in one view
Consultancies and firms sell through proposals and relationships, then chase invoices in another system. IbixOS tracks each proposal to acceptance, logs meetings and emails automatically and shows receivables per client.
Day one dashboard
Ready at go liveProposals sent and win rate
Pipeline by service line and partner
Meetings this week
Receivables over 60 days
Revenue by client
The problem
What gets in the way today
Proposals go dark
Proposals take too long to write and are not tracked after sending.
No shared pipeline
Partners and managers cannot see the pipeline in one place.
Collections are separate
Invoices and overdue fees are not visible to the relationship owner.
How IbixOS solves it
Workflows that are ready at go live
- 1
Engagement pipeline
Proposal quotes with revisions and online acceptance by the client.
Quotes and orders
- 2
Microsoft 365 logged automatically
Meetings and emails from Outlook are logged on the client record.
Inbox and WhatsAppCustomer 360
- 3
Approvals for fees and terms
Discounts on fees and non-standard payment terms go through approval.
Quotes and orders
- 4
Receivables per client
Invoices, payments and credit from the ERP on every client.
Credit and receivables
Modules used
The parts of IbixOS this runs on
Quotes, approvals and orders
Build quotes from live price lists, route discounts and terms for approval, and track every revision until the PO arrives.
Inbox, Teams chat and WhatsApp
Email, WhatsApp and internal Teams chat land on the right customer record, so nobody sells from a private inbox.
Customer 360 with group hierarchy
Every call, message, quote and invoice on one timeline. Parent and child companies roll up so you see the whole group.
Credit and receivables
Payment terms, credit limits and a credit score from real payment history, visible to sales before they quote.
Book a demo
See IbixOS run on your own catalog
Tell us a little about your team. A product specialist will reply within one working day to set up a 45-minute session.
- A live walkthrough with your own products and a sample customer journey
- A four-week rollout plan for your team and systems
- Pricing: a monthly fee per user plus AI usage, sent as a written proposal
Or email crm@ibixos.com