CRM + PSA — One Platform

Sales & Delivery,
Together at Last

The integrated platform for professional services firms.

Replace your fragmented tool stack with one connected system. From first lead to final invoice — pipeline, projects, time tracking, invoicing, and resource planning in a single platform.

avaro-one.app
Delivery Dashboard
Pipeline
Delivery
Finance
Active Projects
24
↑ 3 this month
Utilisation
87%
↑ 4% vs target
Revenue MTD
£142k
↑ 12% vs plan
Monthly Revenue vs Capacity
Finance Customer — Cloud Migration
78%
Retail Customer — CRM Implementation
45%
Legal Customer — Advisory Retainer
92%
140+
Built-in Features
6
Integrated Modules
8
Engagement Templates
20
Supported Currencies
Your tools don't talk
to each other
Professional services firms are forced to choose between strong sales tools and strong delivery tools. The result? Data silos, lost revenue, and guesswork.

CRM-Only Tools

Salesforce, HubSpot, Pipedrive — great at pipeline, but no project delivery, time tracking, or profitability insight. You win work without knowing if you can deliver it.

PSA-Only Tools

Kantata, Teamwork, Harvest — handle delivery well, but weak sales pipelines leave your team blind to what's in the funnel.

Fragmented Stacks

Cobble 3–5 tools together and you get manual data entry, missed renewals, disconnected invoicing, and profitability that's always a guess.

Avaro One — The Answer

CRM-strength sales and PSA-strength delivery in one platform. Data flows naturally from pipeline to project to invoice — no integrations, no silos.

One Platform
The Continuous Client Lifecycle
One unbroken cycle. From first campaign to final renewal — and back again. No integrations. No handoffs. No gaps.
Marketing
Lead
Opportunity
Quote
Contract
e-Sign
Project
Time
Invoice
Renewal
NEW And it all works in your pocket — meet the Field Portal
One Platform,
Everything Connected
Every module shares the same data, the same clients, the same timeline. No sync. No workarounds.
Avaro-One™ Platform
Single database · Unified identity · Shared audit trail
Sales CRM
Delivery PSA
People & Dev HR + L&D
Marketing Email + Journeys
E-Sign & CLM Contracts

Sales

52 features

Pipeline management, lead capture & scoring, opportunity tracking, quoting with product catalogues, contracts, renewals, weighted revenue forecasting, e-signatures, and document tracking with real-time open notifications.

Marketing

8 features

Campaign management across email, events and webinars. Template builder with merge fields, open/click tracking, and configurable lead scoring rules.

Delivery

26 features

Projects from 8 engagement templates, interactive Gantt, task dependencies, quick timer, weekly timesheets with approvals, risk management, and project chat.

£

Finance

19 features

Generate invoices from time entries and expenses. Auto tax calculation, recurring invoices, expense tracking, and profitability reports by project, client, or service type.

Manage

23 features

Resource allocation and utilisation dashboards, skills matrix, performance reviews, leave management, and a built-in support desk with ticketing.

Platform

12 features

Two-factor auth, role-based access, 19 training modules, contextual help, team chat, global search, dark mode, audit logging, and 20-currency support.

Explore Every Module
Click a module to see its full capability set. Every feature is included at every price tier.
The Integration Tax Is Real
Every sync breaks. Every licence multiplies. Every new vendor adds a security review. Avaro One collapses all of that into a single platform.
NO SYNCS

One Database

A lead in Sales is the same record as a contact in Marketing is the same record as an employee in People. No sync jobs, no duplicates, no “which system is right?” arguments.

ONE PRICE

No Bolt-On Pricing

Every module is included in every plan. No per-envelope e-sign fees. No “upgrade for analytics”. No sales-engineer call to find out what a feature costs.

ONE LOGIN

Single Sign-On Everywhere

One set of users, one permissions model, one audit trail across everything. Security teams review one vendor. Finance pays one invoice. Admins manage one tool.

ONE TRUTH

Reports That Actually Reconcile

Pipeline, delivery, utilisation, margin, engagement and renewal — on the same data, in the same system, at the same moment. Board reports stop needing footnotes.

Enterprise-Grade Security
& Compliance
Built for firms that handle sensitive client data. Every security and compliance feature is included — not sold as an add-on.
🔒
GDPR-Ready
Full DSAR handling, breach management, DPIA, and consent tracking
🔐
Two-Factor Auth
TOTP with backup codes, brute-force protection, and session management
👥
Role-Based Access
Permission matrix with department scoping and guest access controls
📝
Audit Logging
Comprehensive activity trail with configurable retention policies
E-Signature
Multi-signatory workflow with signing order enforcement and secure tokens
🔗
Webhook Security
Enterprise webhook framework with signature verification via Svix
📧
Email Compliance
Unsubscribe management, consent tracking, and reputation monitoring
🌐
Data Encryption
PII hashing, secure tokens, and data retention with soft-delete policies
Three ways to go deeper
Every tier includes every module. Our comparison page shows exactly what you’d be replacing. The TCO calculator puts a figure on the saving.

Ready to bring sales
and delivery together?

Join professional services firms replacing their fragmented tool stacks with Avaro One.