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Professional services

Proposals, clients, projects, timesheets and invoices in one place, so the work you sold is the work you bill.

app.hyegro.comDemo data
Professional services workspace in Hyegro
Example workspace in our demo account. Demo data.

Can Hyegro run an agency or consultancy?

Yes. A services business can run leads, proposals, client accounts, projects, tasks, time tracking and project invoices in one Hyegro workspace, with a customer portal for client documents.

What it sets up
Clients, Engagements, Projects, Timesheets, Project invoices
What runs on its own
  • Deal won: create the project
  • Friday: unbilled-time reminder
How you'd get it
Describe the process in Set up with AI, answer its questions, read the plan, approve it. You can change any of it later in settings, or ask for the change in a sentence.

More workspaces

  • Freight and logistics

    Shipments move through stages, carriers get their purchase orders, and invoices go out when the freight lands.

    Industry
  • Distribution and wholesale

    Dealer accounts, a product catalogue, quotes, orders and invoices, with new leads routed to the right rep.

    Industry
  • Training and education

    Courses, cohorts and enrolments, with students kept as contacts and every enrolment tied to its invoice.

    Industry
  • An HR system, without buying one

    An employee directory, leave requests with approvals, and a standard onboarding checklist, built from a paragraph.

    In-house tool
  • Project management

    Tasks, boards and timesheets that know which customer, deal and invoice they belong to.

    In-house tool

Early access is open.

We are onboarding a small group of businesses first. Tell us how you work and we'll build the first version of your workspace with you, on founder pricing.