Capabilities

What this solution covers

Project management

Time & expense tracking

Resource planning

Client billing

Performance analytics

Key Value

Why teams choose it

Convert opportunities into revenue through structured workflows and data-driven insights.

Compliance standards

SOC 2
GDPR
Outcomes

Business use cases

How organizations apply this industry solution in daily operations

Consulting firms

Tailored workflows, reporting, and controls for Consulting firms.

Creative agencies

Tailored workflows, reporting, and controls for Creative agencies.

IT services

Tailored workflows, reporting, and controls for IT services.

Legal practices

Tailored workflows, reporting, and controls for Legal practices.

Related EGKits modules

Industry solutions connect core and operational modules in one unified platform.

CRM

Customer relationship management for accounts, contacts, leads, opportunities, pipeline, and activity tracking.

View module
Sales

End-to-end sales operations from lead capture and pipelines through quotations, orders, forecasting, and revenue reporting.

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Accounts Receivable

Customer receivables, collections, aging, receipts, dunning, statements, and credit follow-up.

View module
Todos

Task, kanban, calendar, subtask, comment, label, and template workflows for operational follow-up.

View module
Reports

Report center and visual report builder for cross-module operational and management reporting with scheduling and export.

View module

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