Common challenges
- Client invoices and receipts in spreadsheets
- Pipeline separate from delivery tracking
- GST / VAT reporting manual
- Receivables aging without bill-wise clarity
- Multiple logins for CRM and accounts
Solutions · Professional services
Pipeline, invoices, and receivables in one organisation
Consultancies and services firms need client invoicing, bill-wise outstanding, and pipeline visibility — not proposals in email and books that only catch closed months.
What breaks in services firms
When sales, delivery, and finance never meet
Partners cannot see which engagements are at risk, invoices lag delivery, and GST/VAT reporting becomes a scramble of exports.
How TechFlexa responds
- CRM: consulting pipeline and delivery boards
- AnI: ledgers, vouchers, receivables, tax registers
- OneStop: one identity for partners and finance
- Published UAE and India pricing — start where you hurt most
Relevant Tech Flexa applications
Many firms lead with CRM for pipeline — or AnI when receivables and tax are the immediate pain.
AnI Accounts
Ledgers, vouchers, receivables, GST/VAT registers.
CRM
Consulting pipeline, quotes, and delivery boards.
OneStop
One identity; enable more products as the firm grows.
Pricing
Separate AED and INR catalogues — no locked suite.
See services workflows on a live demo
Bring a typical engagement and invoice pattern — we will show CRM and AnI paths that fit.