Sell, deliver and bill client work from one record.
Service and project-based businesses need the pipeline, the delivery record and the billing to agree. Circumz keeps them on one thread instead of three tools.
Al Noor ContractingCircumz| # | Description | Qty | Amount |
|---|---|---|---|
| 1 | Site grading & earthworks | 1 | 124,000.00 |
| 2 | Steel reinforcement, Grade 60 | 25 | 96,000.00 |
| 3 | Ready-mix concrete C35 | 420 | 121,800.00 |
| 4 | Formwork & shuttering | 1 | 42,000.00 |
| 5 | Site mobilisation | 1 | 16,200.00 |
A quotation, one click from becoming a contract and then a project. Demo data.
The modules, in the order your work happens.
- 1Customer
- 2CRM
- 3Sales
- 4Projects
- 5Expenses
- 6Finance
What changes for a services business.
What changes in the day-to-day work.
Pipeline to project
Opportunities become quotations, quotations become contracts, contracts become projects. The handover is built in.
Expenses on the job
Project expenses roll into cost and profitability without a separate spreadsheet.
Billing tied to delivery
Invoices reference the contract and project they came from, so billing and delivery cannot drift apart.
Your own people
Employees, leave, attendance and a monthly payroll run sit in the same system as the work they do.
The modules behind it.
Switch on only these. Each links to what it does and what it leaves out.
CRM & Customers
Customers, contacts, leads and opportunities, from first call to won deal.
Sales
Quotations, sales orders and contracts, connected end to end.
Projects
BOQ, budgets, progress, expenses and live profitability.
HR & Payroll
Employees, documents, leave, attendance, monthly payroll and end-of-service.
Finance
Invoicing, payments, receivables and payables, in any currency.
Accounting
Double-entry ledger, trial balance, income statement and balance sheet.
See Circumz for Services
Walk through this workflow with your own documents, team and numbers.