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.
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.
Kantata, Teamwork, Harvest — handle delivery well, but weak sales pipelines leave your team blind to what's in the funnel.
Cobble 3–5 tools together and you get manual data entry, missed renewals, disconnected invoicing, and profitability that's always a guess.
CRM-strength sales and PSA-strength delivery in one platform. Data flows naturally from pipeline to project to invoice — no integrations, no silos.
Pipeline management, lead capture & scoring, opportunity tracking, quoting with product catalogues, contracts, renewals, and weighted revenue forecasting.
Campaign management across email, events and webinars. Template builder with merge fields, open/click tracking, and configurable lead scoring rules.
Projects from 8 engagement templates, interactive Gantt, task dependencies, quick timer, weekly timesheets with approvals, risk management, and project chat.
Generate invoices from time entries and expenses. Auto tax calculation, recurring invoices, expense tracking, and profitability reports by project, client, or service type.
Resource allocation and utilisation dashboards, skills matrix, performance reviews, leave management, and a built-in support desk with ticketing.
Two-factor auth, role-based access, 19 training modules, contextual help, team chat, global search, dark mode, audit logging, and 20-currency support.
Lead to invoice to renewal in a single system. Eliminate the 3–5 disconnected tools you juggle today.
Forecast revenue while seeing delivery capacity. Real-time profitability per engagement — not end-of-month guesswork.
Won opportunity becomes a project in one click. Tracked time flows directly into invoices. No re-entry, no reconciliation.
Eight templates — T&M, Fixed Price, Retainer, Managed Services, Staff Aug, Assessment, Training, Outcome-Based — reflecting how you actually work.
Start free. Scale from £25/seat. 60–80% cost reduction vs. assembling equivalent capability from separate tools.
19 training modules, contextual help on every page, and a support desk. Self-onboard and be productive in 1–2 days.
Clients see real-time progress on their projects — milestones, status updates, and highlight reports — without needing system access.
Clients view and download invoices, track payment history, and see outstanding balances through their own secure dashboard.
Transparent time tracking — clients see exactly where hours were spent, building trust and reducing billing disputes.
Signed contracts, delivery reports, and project documentation accessible in one place — no email attachments needed.
| Capability | Avaro One | CRM-Only | PSA-Only | Fragmented Stack |
|---|---|---|---|---|
| Sales Pipeline & Forecasting | ✓ Full | ✓ Full | ⚠ Basic | Via CRM tool |
| Project Delivery & Gantt | ✓ Full | ✗ None | ✓ Full | Via PM tool |
| Time Tracking & Timesheets | ✓ Full | ✗ None | ✓ Full | Via time tool |
| Invoicing from Time | ✓ Native | ✗ None | ⚠ Basic | ⚠ Manual sync |
| Resource & Capacity Planning | ✓ Full | ✗ None | ✓ Full | Separate |
| Profitability by Engagement | ✓ Real-time | ✗ None | ⚠ Limited | ✗ Manual |
| Quote → Project → Invoice | ✓ Seamless | ✗ Disconnected | ✗ No quoting | ✗ Multi-tool |
| E-Signature & Contracts | ✓ Built-in | ✗ None | ✗ None | ⚠ Extra tool |
| Marketing Automation | ✓ Full | ⚠ Add-on | ✗ None | ⚠ Extra tool |
| Performance Reviews & OKRs | ✓ Full | ✗ None | ✗ None | ⚠ Extra tool |
| Client Portal | ✓ Built-in | ✗ None | ⚠ Limited | ⚠ Complex |
| GDPR & Compliance | ✓ Full | ⚠ Partial | ✗ None | ✗ Manual |
| Data Silos | ✓ None | ⚠ Many | ⚠ Some | ✗ Major |
| Price (per seat/month) | £25–£45 | £80–£150+ | £20–£50 | £50–£100+ |
Join professional services firms replacing their fragmented tool stacks with Avaro One.